Updating the customer composite

2 タスク

5 分

Pega Customer Service '24.2

Pega Customer Service '25 Pega Customer Service '24.1 Pega Customer Service '23

表示の対象：All users Applies to: Pega Customer Service '24.2

初級

英語

シナリオ

You are being asked to create a new composite tab to display a summary of contact information. This will give agents one click access to get contact information.

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

Role	User name	Password
CS Application Administrator	CSAppAdmin	password123!

Your assignment consists of the following tasks:

Task 1: Create a new tab

As part of the Interaction case type, create a new tab named Contact Summary.

Task 2: Add fields to a tab

Configure the Contact Summary tab to display the following properties in a two column layout:

• • Contact name
  • Contact real time > Fields > Age
  • Contact real time > Fields > Best time to contact
  • Contact real time > Fields > Communication preference
  • Contact real time > Fields > Birth date
  • Contact real time > Fields > Churn risk
  • Contact real time > Fields > Lifetime value
  • Contact real time > Fields > Marital status

 

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

チャレンジ ウォークスルー

詳細なタスク

1 Create a new tab

1. Log in as a Customer service application administrator, with username CSAppAdmin using password password123!.
2. In the left navigation, click Control Panel.
3. Click Case types, then click Continue.
4. Click Interaction.
5. Click UX.
6. On the Full Page View tab, In the Tabs section, click + Add to create a new tab.
7. Name your tab Contact Summary and click Submit.

2 Add fields to a tab

• 1. On the Full Page View tab, In the Tabs section, click Contact Summary.
  2. Click Edit, to change the layout of the tab.
  3. Select Two column and click Submit.
  4. In Region A, click + Add.
  5. Add the following fields to your tab:
     • Fields > Contact name
     • Fields > Contact real time > Fields > Age
     • Fields > Contact real time > Fields > Best time to contact
     • Fields > Contact real time > Fields > Communication preference
     • Fields > Contact real time > Fields > Marital status
  6. Click Add 5.
  7. In Region B, click + Add.
  8. Add the following fields to your tab
     • Fields > Contact real time > Fields > Birth date
     • Fields > Contact real time > Fields > Churn risk
     • Fields > Contact real time > Fields > Lifetime value
  9. Click Add 3.

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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。

• Customer Service Low-Code Developer v8