Creating field groups in Constellation Views

4 Tasks

35 mins

Pega Platform '26

Pega Platform '25 Pega Platform '24.2 (English) Pega Platform '24.2 (日本語) Pega Platform '23

Visible to: All users Applies to: Pega Platform '26

Intermediate

User Experience

Constellation

English

Scenario

Important aspects of the UI configuration for the Tell Us More application from Sweet Life Inc. are Field Groups and the Search and select pattern for navigating product list information. As a System Architect on the Sweet Life application project, you are tasked with configuring the Service Details and Product Details Views that incorporate these UI features.

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

Role	User name	Password
System Architect	Author@SL	pega123!

You must initiate your own Pega instance to complete this Challenge.

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Detailed Tasks

1 Configure a Field Group and Validation in the Service Details View

1. In the navigation pane, click Case Types, and then click Incident.
2. On the Workflow tab, in the Create stage, click the Service Issue step, and then click Configure User Action.
3. On the View tab, in the Fields section, click Add > Fields, select Communication channel, and then click Add.
4. Click Add > Create Field Group.
   
   Note: Field Groups are unique to the View in which they are created. For more information about Field Groups, see Configuring field groups.
5. In the New field group dialog box, in the Heading field, enter Incident details.
6. In the Instructions list, select Show instructions, in the Instruction text field enter Please answer the questions below, and then click Submit.
   
7. In the Incident details field group row, click the Add icon > Fields, select What happened? and When did this happen?, and then click Add. 
   
8. For each of Communication channel, What happened?, and When did this happen?: click the gear icon for the field, set Required to Always, and then click Save.
9. Click the Conditions tab, and then click Add condition.
10. In the Message field, enter The date must be in the past, set the condition to When did this happen?, is after, Today, and then click Submit.
    
    Note: For more information about building a custom Condition, see Defining Conditions in the Condition builder.
11. Click Save. 

     

2 Configure the Field Groups for the Product Details View

1. On the case type, click the UX tab, and then click Other Views.
2. Under Form, click Product Details to open the view editor.
3. Click Add > Create Field Group. In the Heading field, enter Select product. In the Instructions list, select Show instructions, in the Instruction text field enter Please select the product that was involved in the incident, and then click Submit.
4. Click Add > Create Field Group. In the Heading field, enter Incident details. In the Instructions list, select Show instructions, in the Instruction text field enter Please answer all of the questions below, and then click Submit.
   
   Note: This Incident details Field Group is unique to the Product Details View and is not related to the Incident details Field Group created for the Service Details View in Task 1 of this challenge.

3 Configure the Select Product and Incident Details Field Groups

1. In the Select product field group, click Add > Fields > Create Field.
2. In the Add field dialog box, configure the following settings:
   1. Name: Product
   2. Type: Data Reference
   3. Data object: Product
   4. Options: Single record
3. Expand Advanced, select Reference data is copied to the case (the Data page field defaults to Product), and then click Submit.
4. Click the Product field to open the field editor.
   
5. Under Input settings, configure the following settings:
   1. Mode: Single-select
   2. Display as: Table
   3. Data page: List Product
6. In the Columns section, add Name, SKU, and Category Name, and then remove the default Primary fields column so that only those three columns remain.
   
7. Click Back.
8. In the Select product field group, click Add > Fields, expand Product and then Fields, select Cost, and then click Add.
9. In the Select product field group, click Add > Fields > Create Field. In the Add field dialog box, configure the following settings, and then click Submit:
   1. Name: Proof
   2. Type: Attachment
   3. Attachment category: Picture
   4. Type: Single record
10. In the Proof field row, click the gear icon. In the Label list, select Custom and enter Proof, in the Helper text field enter Please attach proof of issue, and then click Save.
11. In the Incident details field group, click Add > Fields, select What happened? and When did this happen?, and then click Add.
    
12. Click Save.

4 Configure Validation on the Product Details View

1. On the case type, click the Workflow tab, in the Create stage click the Product Issue step, and then click Configure User Action.
2. Click the Conditions tab, and then click Add condition.
3. In the Message field, enter The date must be in the past, set the condition to When did this happen?, is after, Today, click Submit, and then click Save.

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Available in the following mission:

• Constellation Adoption v4