Creating Views
1 Task
30 mins
Beginner
User Experience
Constellation
English
Scenario
Your Lead System Architect has requested that you create the Views for the Partner Onboarding Case Type in the Travel Management Customer Support (TMCS) application.
Users interact with the application using Constellation Views, which define how data is captured and displayed in each assignment of the case life cycle. These Views are critical for ensuring that onboarding teams can efficiently capture partner details, verify documents, perform compliance checks, and activate partner profiles.
You have been tasked with configuring Views for assignments across multiple stages of the Partner Onboarding lifecycle, including Collect Partner Details, Request Documents, Upload Partner Documents, Verify Document Authenticity, Review Legal Compliance, Review Contract Terms, Partner Sign-off, and Configure Partner Profile.
You need to configure the Details View to display key Primary fields that support onboarding decisions, and you need to configure the Full Page View to display summary, tabs, and widgets.
Note: This challenge has been configured with Single sign-on (SSO) using your Pega Academy credentials. If you are not automatically signed-in to the challenge environment after initializing the instance, you may use the credentials provided.
The following table provides the credentials you may need to complete the challenge:
| Role | User name | Password |
|---|---|---|
| Solution Builder | [email protected] | pega123! |
After completing this challenge, you should be able to:
- Use Constellation UI controls to design the Views that define user input and display the data necessary to resolve Cases.
- Designate Primary fields in Data Objects and the Case Type Data Model.
- Configure Views across multiple lifecycle stages.
- Add and remove fields in Views in Pega Platform.
- Configure form appearance, visibility settings, and controls.
- Configure field groups in Views.
- Provide instructions and guidance to users using assignment instructions.
- Capture lists in forms using embedded data.
- Configure a Details View using Primary fields.
- Configure a Full Page View.
Detailed Tasks
1 Create Views
Use the technical documentation linked in the Doc Journey above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.
Acceptance criteria
- Primary fields are configured in the Partner Onboarding case type data model as detailed in the table below, and all other fields to be removed:
Field name Additional information Partner Name
Editable
Contact Person
Editable
Contact Email
Editable
Contact Phone
Editable
- In the Partner Onboarding Case Life Cycle, the View for the Collect Partner Details assignment is configured as detailed in the following table:
Field name Additional information Partner Name Editable Contact Person Editable Contact Email Editable Contact Phone Editable Partner Profile Mode: Single-select
Display as: Autocomplete
Data page: List Partner Profile
Display field: Property Name
Property Asset Mode: Single-select
Display as: Autocomplete
Data page: List Property Asset
Display field: Available Amenities
Add Fields: Room Type, Room Size, Room Rate
Application Date
Editable
- In the Partner Onboarding Case Life Cycle, the View for the Request Documents assignment is configured as detailed in the following table:
Field name Additional information Partner Name Editable Property Name (Partner Profile) Read Only Property Type (Partner Profile) Read Only Property Description (Partner Profile) Read Only Partner Since (Partner Profile) Read Only Maintenance Status (Partner Profile) Read Only Available Rooms (Partner Profile) Read Only Address (Partner Profile) Read Only Compliance Check Status Editable - In the Partner Onboarding Case Life Cycle, the View for the Upload Partner Documents assignment is configured as detailed in the following table. Create the Partner Documents field from the configure view:
Field or View name Additional information Request Documents View Partner Documents Embedded Data (list of records): Document
Mode: Editable
Display as: Repeating view
Record view: Edit
- In the Partner Onboarding Case Life Cycle, the View for the Verify Document Authenticity assignment is configured as detailed in the following table:
Field name Additional information Partner Name Read Only Property Name (Partner Profile) Read Only Partner Documents Embedded Data (list of records): Document
Mode: Read Only
Display as: Repeating view
Record view: Edit
Notes Description field - In the Partner Onboarding Case Life Cycle, the View for the Review Contract Terms assignment is configured as detailed in the following table:
Field name Additional information Partner Name Editable Property Name (Partner Profile) Read Only Property Type (Partner Profile) Read Only Property Description (Partner Profile) Read Only Partner Documents Embedded Data (list of records): Document
Mode: Read Only
Display as: Repeating view
Record view: Edit
Contract Signed Editable - In the Partner Onboarding Case Life Cycle, the View for the Partner Sign-off assignment is configured as detailed in the following table:
Field name Additional information Partner Name Read Only Contract Signed Read Only Onboarding Completion Date Editable - In the Partner Onboarding Case Life Cycle, the View for the Configure Partner Profile assignment is configured with a two-column View layout as detailed in the following table:
Field name Additional information Partner Name Read Only Contact Person Read Only Contact Email Read Only Contact Phone Read Only Property Name (Partner Profile) Read Only Property Type (Partner Profile) Read Only Property Description (Partner Profile) Read Only Partner Since (Partner Profile) Read Only Maintenance Status (Partner Profile) Read Only Available Rooms (Partner Profile) Read Only Address (Partner Profile) Read Only Room Number (PropertyAsset) Read Only Room Type (PropertyAsset) Read Only Room Size (PropertyAsset) Read Only Available Amenities (PropertyAsset) Read Only Room Rate (PropertyAsset) Read Only Partner Risk Profile Editable - A Partial View named Partner review is created using the Details (One column) template, with the fields detailed in the following table:
Field name Additional information Partner Name Read Only Property Name (Partner Profile) Read Only Property Type (Partner Profile) Read Only - In the Review Legal Compliance assignment, the View is configured to use the Partner review Partial View as detailed in the following table:
View name Additional information Partner review View Compliance Check Status Editable - The Details View displays the following Primary fields as detailed in the following table:
Field name Additional information Configure Partner Profile View Partner Documents Embedded Data (list of records): Document
Mode: Read Only
Display as: Repeating view
Record view: Edit
Contract Signed Read Only Onboarding Completion Date Read Only - The Full Page View for the Partner Onboarding Case Type is configured as follows:
- The View has an appropriate header and subheader.
- The Highlighted fields area displays the Urgency and Work Status fields.
- The Summary area displays the Create datetime, Create Operator, Update datetime, Update operator name, Contact Person and Partner Name fields.
- In addition to Details and Pulse, the View has a new History tab with a Case history widget.
- The Utilities area includes the Attachments and Followers widgets.
Note: When authoring or editing a Full Page View in Infinity Studio, the Preview section displays only placeholder text. To preview the UI with data, run a Case instance.
Directions
- Open the Partner Onboarding case type.
- Update the Case Type Primary fields as detailed in the Acceptance criteria.
- Configure the Views for each assignment in the lifecycle as detailed in the Acceptance criteria.
Note: For more information about form authoring best practices, see Text guidelines for form authoring.
- Create the Partner review Partial View.
- Configure the Review Legal Compliance assignment to use the Partial View.
- Configure the Details View.
- Configure the Full Page View for the Partner Onboarding Case Type.
- Save your changes.
Note: By default, Constellation UI View changes are auto-saved. If you change a View, the UI is changed in real time. There are no save, cancel, or revert options when configuring Views.
Available in the following mission:
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