Adding Portals and landing pages in Constellation applications

5 タスク

30 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

Sweet Life stakeholders have decided to create different Portals so that the users of their Tell Us More application only have access to the information that is relevant to their specific Tasks. An important aspect of developing these Portals is defining the landing pages that include the data that is important to each Portal's user.

In this challenge, you build out two Portals, including landing pages, for the Tell Us More application. Additionally, you have been tasked with creating a custom Dashboard to display previously created Insights, so that Sweet Life's back-office workers can easily compare the number of Cases being created every day with the number of Cases being resolved.

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 Create Portals for the Tell Us More application

1. In the navigation pane, click Channels.
2. Create a new Portal Channel:
   1. At the top of the Channels pane, click the Channels Landing Page icon, and then next to Create new Channel, click Portal.
   2. In the Portal name field, enter Tell Us More - BO Portal.
   3. In the Description field, enter Tell Us More Back Office Portal.
   4. Under What experience do you want to build?, select Power User.
   5. Click Submit, and then click Save.
      
3. Create a second Portal Channel:
   1. Click the Channels Landing Page icon again, and then next to Create new Channel, click Portal.
   2. In the Portal name field, enter Tell Us More - Customer Portal.
   3. In the Description field, enter Tell Us More Customer Portal.
   4. Under What experience do you want to build?, select Occasional User.
   5. Click Submit, and then click Save.
   
4. Open the Tell Us More - Customer Portal, and on the General tab, in the Personas section, click Add to add the Customer Persona. Click Save.
   
5. Open the Tell Us More - BO Portal, and on the General tab, in the Personas section, add the Case Worker and Dispatcher Personas. Click Save.
   

2 Create a Product landing page

1. In the navigation pane, click Data Objects, and then open the Product data object.
2. Click UX, and then click Other Views.
3. Create and configure a list View named Products:
   1. In the List section, click Create.
   2. In the Name field, enter Products, and then click Submit.
   3. Click the Products View.
   4. Remove Primary fields from the Columns section.
   5. Add the columns Name, SKU, and Category.
      
   6. In the Editing section, select Allow edit, delete, create and custom actions.
      
   7. Click Save.
4. In the navigation pane, click Channels, and then open the Tell Us More - BO Portal.
5. Click the Portal navigation tab.
6. Add a landing page named Product that shows the Products View:
   1. In the Primary navigation list, click Add item, and then click Landing page.
   2. In the Landing pages list, click Create.
      
   3. In the Name field, enter Product, confirm that Default page is selected in the Template list, and then click Next.
      
   4. In the Edit Landing Page dialog box, click Save to add the Product item to the Primary navigation list.
      
   5. Click Save to save the Portal.
   6. Click the Product navigation item.
   7. In Region A, click Add > Views, select Products, and then click Add.
      
   8. Click Save to save the landing page.
7. Click Save.

3 Create an Incident landing page

1. In the Tell Us More - BO Portal, on the Portal navigation tab, add a landing page named Incidents that shows the Incident list View:
   1. In the Primary navigation list, click Add item > Landing page, and then in the Landing pages list, click Create.
   2. In the Name field, enter Incidents, confirm that Default page is selected in the Template list, and then click Next.
   3. In the Edit Landing Page dialog box, click Save to add the Incidents item to the Primary navigation list.
   4. Click Save to save the Portal.
   5. Click the Incidents navigation item, and then in the Layout list, confirm that One column is selected.
   6. In Region A, click Add > Views, select Incident list, and then click Add.
2. In Region A, click the Incident list View, and then in the Edit View: Incident list pane, confirm the following settings:
   1. The Heading is Incidents.
   2. The Data page is Incident List.
   3. Display as is Table.
   4. The Columns include ID, Work Status, Incident Type, Incident SubType, Resolution Method, First Name, Last Name, Fraud indicator, Name, SKU.
      
   5. Select Allow bulk actions.
   6. In the Editing section, select Allow editing.
3. Click Save to save the landing page, and then click Save to save the Portal.

4 Add the Mass Approval (Bulk Action) optional Action

1. In the navigation pane, click App, and then on the Classes tab, expand SL-TellUsMore-Work > Incident > Process > Flow Action, and then click the ManagerApprovalLocalAction1 Flow Action.
   
2. On the Action tab, select Run this action only from bulk processing.
   
3. Click Save as, click Create and open, and then click Save.

5 Create Case Dashboards

1. Click Preview App, and then open the Tell Us More - BO Portal.
   
2. If the About cookies in this application dialog box is displayed, click Accept.
3. In the Portal navigation pane, click Dashboards, and then click Create Dashboard.
4. Configure the new Dashboard:
   1. Next to Template, click Edit, select Two column, and then click Submit.
      
   2. Set Visibility to Public - All users.
   3. In Region A, click Add, click All work in my application, select Number of work items created daily, and then click Add.
   4. In Region B, click Add, click All work in my application, select Number of work items resolved daily, and then click Add.
      
5. Click Save Dashboard.
6. In the Name field, enter Case Creation vs. Resolution.
7. Click Submit.

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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。

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