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Adding fields to the contact form

1 タスク

15 分

表示の対象:All users Applies to: Pega Sales Automation '24.2
初級
英語

シナリオ

Stakeholders want to display the Assistant name and Assistant phone fields To the professional details for a contact.

Use the following credentials to log in to the exercise system:

Role User name Password
System architect Eddie rules
Sales representative nsmith rules

Your assignment consists of the following tasks:

Task 1: Update the contact view.

Task 2: Confirm your work.

 

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。

チャレンジ ウォークスルー

詳細なタスク

1 Use contact view

  1. Log in to your exercise system as the system architect.
  2. In the left navigation panel, click Case Types.
  3. Click Contact.
  4. Click UX tab.
  5. In the right navigation, in the Tabs section, click Details.
  6. In the right navigation, in the Region A section, click Details.
  7. In the right navigation, in the Fields section, click Edit view professional.
  8. In the right navigation, in the Fields section, Click + Add.
  9. Click Fields.
  10. Select the Assistant name and Assistant phone fields and click Add.

  11. Click Save.


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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