Configuring conditional visibility in Constellation Views

3 Tasks

30 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

Work on the Tell Us More application from Sweet Life Inc. continues. In this challenge, you are tasked with configuring the View associated with the Contact Info Step. In addition to creating Customer data relationship for this View, you configure the Conditional Visibility for the Address field.

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.

Initialization may take up to 5 minutes so please be patient.

• Log In

Detailed Tasks

1 Configure the Customer data relationship

1. In the navigation pane, click Case Types, and then click Incident.
2. Click the Data Model tab.
3. Click Add Field, and then in the Add Field to Incident dialog box configure the following settings and click Submit:
   1. Field name: Customer
   2. Field type: Embedded Data
   3. Data object: Customer
   4. Options: Single record
   
4. Click Save.

2 Create the Contact Info View

1. Click the Workflow tab, in the Create Stage click the Contact Info Step, and then click Configure User Action.
2. In the Fields section, click Add > Fields, select Customer, and then click Add.
3. In the Customer (Customer) field row, click the gear icon, configure the following settings, and then click Save:
   1. Display as: Form
   2. Label: Customer
   3. View: Create
4. Click the Customer (Customer) field to open the Customer View editor (a shared View that contains the primary fields).
   
5. Remove the Primary fields entry.
6. Click Add > Views, select Main info, and then click Add.
7. Click Add > Fields, select Address Mode, and then click Add.
8. In the Address Mode field row, click the gear icon, configure the following settings, and then click Save:
   1. Display as: Radio buttons
   2. Label: Custom > How would you like to provide your address?
   3. Select the Horizontal display checkbox.
   4. Required: Always

3 Add Address information to the Customer View

1. Click Add > Views > Create View. In the Create a new View dialog box, enter the Name Address - Using map, keep the Default form template, and then click Submit.
   
2. Click Add > Fields, expand Address and then Fields, select Location, and then click Add.
3. In the Location field row, click the gear icon, select the Show map checkbox under Input settings, set the Label to Custom > Location, and then click Save.
   
4. Click Back.
5. In the Address - Using map View row, click the gear icon, and then configure the following settings:
   1. Heading: Address
   2. Visibility: Custom Condition
6. Click the Configure Visibility Condition gear.
7. In the Condition Builder, set Field to Address Mode, set the conditional operator to is equal to, enter the Value Using map, and then click Submit.
   
8. Click Save.
9. Click Add > Fields, select Address, and then click Add.
   Note: The Data-Address-Postal Data Type drives the Address field functionality.
10. In the Address field row, click the gear icon, set Visibility to Custom Condition, and then click the Configure Visibility Condition gear.
11. In the Condition Builder, set Field to Address Mode, set the conditional operator to is equal to, enter the Value Manually, and then click Submit.
    
12. Click Save.
13. Click Back, in the Contact Info View editor click Submit, and then click Save.
    

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Available in the following mission:

• Constellation Adoption v4