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Configuring Case processing

1 タスク

15 分

Pega Platform '26
表示の対象:All users Applies to: Pega Platform '26
中級
Case Management
英語

シナリオ

You are a Solution Builder working on the HRApps application at TGB. The existing interview process in the Candidate Case Type supports only one interviewer per candidate. HR has requested support for multiple interviewers conducting interviews simultaneously.

You will restructure the interview workflow to support a list of interviewers using a Split For Each shape, update the relevant Views and Declare Expression to reflect multiple interviews, and configure the Candidate Case Type to allow concurrent access so all interviewers and HR personnel can update the Case at the same time.

補足: This challenge has been configured with Single sign-on (SSO) using your Pega Academy credentials. If you are not automatically signed-in to the challenge environment after initializing the instance, you may use the credentials provided.

The following table provides the credentials you need to complete the challenge:

Role User name Password
Solution Builder SSA@TGB pega123!

After completing this challenge, you should be able to: 

  • Create an Embedded Data field for a list of records.
  • Update a Case View to display an Embedded Data field as a table.
  • Configure a Split For Each shape in a Flow to run a subprocess per list item.
  • Update a Declare Expression to calculate an average across a page list.
  • Configure Case locking to allow concurrent access by multiple users.

このチャレンジを完了するには、Pegaインスタンスを起動する必要があります。

起動には5分ほどかかることがありますので、しばらくお待ちください。

詳細なタスク

1 Configuring Case processing

Solution Builder Advanced Configuring Case processing Doc Journey

Use the technical documentation linked in the Journey map above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.

Acceptance criteria

Task 1: Create the Interviews Embedded Data field

  • An Embedded Data field named Interviews exists in the Candidate Case Type Data Model.
  • The field is configured as a list of records sourced from the TGB-FW-HR-Data-Interview data object.

Task 2: Update the Schedule Interviews Step View

  • Remove the existing Interview field from Schedule Interviews Step
  • The Schedule Interviews Step User Action View includes the Interviews Embedded Data field.
  • The field is displayed as a Table with Add/edit records set to Table rows.
  • The table contains the following columns in order:
    Column Order
    Interviewer 1
    Location 2
    Start time 3
  • Add above fields as Primary fields under Interview Data Object

Task 3: Configure the Split For Each shape in the Interview Candidate Flow

  • The Interview Candidate Flow contains a Split For Each shape named Conduct Interviews configured with the following properties:
    Field Value
    Join All
    Page property .Interviews
    Class TGB-FW-HR-Data-Interview
    Filter flow by Process flow
    Flow name ConductInterview
  • The existing Conduct Interview subprocess shape is replaced by the Split For Each shape.

Task 4: Update the AssessmentRating Declare Expression

  • The AssessmentRating Declare Expression is configured as follows:
    • Computation type: Average of
    • Property: .Interviews().AverageRating
    • The using entries in which field is left blank.

Task 5: Configure Case locking for concurrent access

  • The Candidate Case Type Locking setting is set to Allow multiple users.
  • When another user has committed changes, subsequent users are prompted to reload or close without saving.

Directions

  1. In the Pega Platform instance for the challenge, enter the following credentials:
    1. In the User name field, enter SSA@TGB.
    2. In the Password field, enter pega123!.
  2. Open the Candidate Case Type Data Model and create the Interviews Embedded Data field as detailed in the Acceptance criteria.
  3. Open the Schedule Interviews Step and update the User Action View to display the Interviews field as a table with the columns defined in the Acceptance criteria.
  4. Open the Interview Candidate Flow and replace the Conduct Interview subprocess with a Split For Each shape configured as detailed in the Acceptance criteria.
  5. Open the AssessmentRating Declare Expression and update it to calculate the average as detailed in the Acceptance criteria.
  6. Open the Candidate Case Type Settings, navigate to the Locking section, and set concurrent access to Allow multiple users as detailed in the Acceptance criteria.


このモジュールは、下記のミッションにも含まれています。

トレーニングを実施中に問題が発生した場合は、Pega Academy Support FAQsをご確認ください。

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