Assigning Primary Fields, Case tabs, and more in Constellation

6 タスク

45 分

Pega Platform '26

Pega Platform '25 Pega Platform '24.2 (English) Pega Platform '24.2 (日本語) Pega Platform '23

表示の対象：All users Applies to: Pega Platform '26

中級

User Experience

Constellation

英語

シナリオ

Stakeholders at Sweet Life Inc are extremely interested in how a Pega application built on the Constellation UI can make Case processing easier for Case workers and Dispatchers. As a result, you have been tasked with incorporating Constellation functionality, including Primary Fields, Case Tabs, the Details View, and Promoted Actions into the Tell Us More application.

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

Role	User name	Password
System Architect	Author@SL	pega123!

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。

• ログイン

詳細なタスク

1 Configure Primary Fields in the Case Type Data Model

1. In the navigation pane, click Case Types, click the Incident Case Type, and then click the Data Model tab.
2. Click Primary Fields, and then in the Configure Primary Fields window, delete Label and Urgency.
3. Add the following Primary Fields and sort them in this order: ID, Work Status, Incident Type, Incident SubType, Eligibility Type, Resolution Method, Preferred Resolution Method, Fraud Indicator.
   
4. Click Submit, and then click Save.

2 Modify the Details View

1. In the Incident Case Type, click the UX Tab, and then click the Other Views Tab.
2. In the Partial section, click Details to open the Details View.
3. Note that the list of Primary Fields is already displayed in the Details View.
4. In the Primary fields row, click the Gear icon, and then confirm that the Show heading option is inactive.
5. In the Details View, click Add > Fields > Customer > Views > Primary fields > Add to add the Primary Fields View that is defined on the Customer data object.
6. In the Customer data object row, click the Gear icon, and then in the Heading field, enter Customer. Click Save.
7. In the Details View, add the Primary fields View that is defined on the Product data object.
8. Click the Gear icon, and then in the Heading field, enter Product. Click Save.
   

3 Configure Case Tabs

1. Click Back, and then click the Full Page View Tab.
2. In the Tabs section, add the following new Tabs:
   1. Customer
   2. Product
      
3. Configure the Customer and Product Tabs to show their respective Primary Fields Views.

4 Configure the Case Summary View

1. In the Full Page View tab, in Summary section, add the following fields and sort them in the following order:
   1. Eligibility Type
   2. Incident Type
   3. Incident SubType
      
2. Click Save.

5 Configure a Promoted Action

1. In the Incident Case Type, click the Workflow tab.
2. Click Optional actions.
   
3. In the Process Stage, in the Stage-specific Actions section, click Add Action, and then add a Stage-only user Action of type Collect information named Contact customer.
   
4. Configure the Contact customer Action View with a new View called Customer Data.
5. Add a new Field Contact notes of the type Text (paragraph).
   
6. Click Submit, and then click Submit to close the Configure User Action window.
7. Add Contact customer as a Promoted Action:
   1. In the Optional actions tab, in the Case-wide actions section, click Configure promoted actions.
   2. In the Promote actions to the Case Header window, click Add.
   3. In the Actions list, select Contact customer, and then click Submit.
   4. In the Promote actions to the Case Header window, click Submit.
   
8. Click Save.
9. In the Incident Case Type, click the UX tab, and then click the Full Page View tab.
10. In the Options section, select the Show promoted Action checkbox and click Save.
    補足： If the Options section is not available, click Actions > Refresh.
    

6 Configure What is Next information on the Confirmation View

1. In the Incident Case Type, click the UX tab, and then click the Other Views tab.
2. In the Partial section, click Confirmation to configure the View.
3. Configure the Confirmation View:
   1. Add a Primary Fields (Customer) View, and then in the Heading field, enter Customer.
   2. Add a Primary Fields (Product) View, in the Heading field enter Product, and then select Show heading.
4. In the What's next section, confirm that Show Tasks is enabled.
   
5. Click Save.
6. In the navigation pane, click App, and then on the Classes tab, expand SL-TellUsMore-Work > Incident > Data Model > Data Transform, and then click the PostReview Data Transform.
7. Note the existing entries in the WhatsNext page list:
   • Your incident report will be analyzed
   • You might be contacted for more information
   • We will let you know about resolution in an email notification
8. Add the entry You will receive a survey for your opinion on the incident resolution process.
   
9. Click Save as, click Create and open, and then click Save.
10. In the Classes tab, expand SL-TellUsMore-Work > Incident > Process > Flow Action, and then click the Review Flow Action.
11. Click Save as, and then click Create and open.
12. In the Edit Flow Action: Review page, click the Action tab, scroll to the Post-processing (server) section, and in the Apply Data Transform field, enter PostReview.
    
13. Click Save.

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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。

• Constellation Adoption v4