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Adding a property to an existing entity

1 タスク

10 分

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

シナリオ

After reviewing the Common Data Model, you conclude that you need to extend the model by adding a property to show the Instagram account information for each customer. You add the new property to the existing Contact entity and maintain the existing data source for the entity.

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

Role User name Password
Application Administrator CSSystemAdmin password123!

Your assignment consists of the following tasks:

Task 1: Add a property to the Contact entity

Use the Data integration designer in the Data Portal to add the Instagram property to the Contact entity.

Task 2: Confirm your work

In the Data Portal, in the Contact entity, confirm that the Instagram property is available for any contact. Test that the property works by adding a new Contact.

 

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 Add a property to the Contact entity

  1. In the Pega instance for the challenge, click Launch Pega Infinity™ , and then log in as an Administrator by entering the following credentials:
    1. In the User name field, enter CSSystemAdmin.
    2. In the Password field, enter password123!.
  2. In the header of Dev Studio, click Launch Portal > Data Portal.
  3. In the Data Portal, click Create > Data and integration designer.
  4. In the Create Data and integration designer dialog box, configure your entity.
    1. In the Choose an option section, select Existing entity,
    2. In the Select entity section, click Contact.
    3. In the Select an action section, select Extend & integrate the model,
    4. Click Submit.
      Data integration designer add property to entity
  5. Add the entity and configure views.

    The Data integration designer displays a list of views related to the Contact entity.

    1. On the Extend the model Stage, expand Entity properties, and then, in the upper-right corner, click Add field.
    2. In the Field name, enter Instagram, and then click Submit.

      The Entity properties section shows the new entry:

      Data integration designer extend model stage
    3. Select the Configure Views checkbox, and then expand the Views section.
    4. Click the Social Media View.
    5. In the Edit view pane, in the Fields section, click Add > Fields, search for and select Instagram, and then click Add.

      The preview shows the new field in the Social Media View.

    6. Close the Social Media View.
    7. Click Submit.

      The Data and Integration Designer advances to the Manage Integration Stage.

  6. In the header of the Case, click the Test Entity Stage.
    補足: You are using the existing Contact entity data source, so you do not have to configure the integration or configure mapping.
    1. In the Run entity section, select the Contact Data Page and the CONTACT_DETAIL profile.
    2. In the ContactID field, enter CON-035, and then click Run Data Page.
    3. Click Submit.

      The Data Page displays the Contact detail. Note that the Instagram property is included in the detail.

  7. On the Case Summary Stage, review your changes, and then click Resolve to close the Case.
    Data integration designer case summary stage


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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