Designing complex Views with Constellation

4 Tasks

45 mins

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 '25

Intermediate

User Experience

Constellation

English

Scenario

Your work on the Tell Us More application continues. In this challenge, you use Constellation to build Views associated with the Eligibility Check and Handle Ticket Steps. You will configure several Partial Views, Conditional Visibility, and custom routing.

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 Field Groups in the Eligibility check View

1. In the Pega instance for the challenge, enter the following credentials:
   1. In the User name field, enter Author@SL.
   2. In the Password field, enter pega123!
2. In the navigation pane of App Studio, click Case Types > Incident to open the Incident Case Type.
3. Click the UX tab.
4. Click the Other Views tab, and then open the Eligibility check View.
5. In the Review Field Group, click Add to add the Review Inner View.
6. In the Review Inner View row, click the Gear icon to configure the View, clear the Show heading checkbox, and then click Save.
7. In the Eligibility decision Field Group, click Add to add the Eligibility Type field.
8. In the Eligibility Type field row, click the Gear icon to configure the field:
   1. In the Display as list, select Radio buttons.
   2. In the Label field, select Custom.
   3. In the Custom label, enter Eligibility.
   4. Select the Horizontal display checkbox.
   5. In the Helper text field, enter Identify if the incident is eligible for further processing.
   6. Click Save.
9. In the Dispatching Field Group, click Add, and then add the Dispatch Incident View.
10. In the Dispatch Incident View row, click the Gear icon, and then clear the Show heading checkbox.
11. Click Save.
    

2 Add Partial Views in the Eligibility decision Field Group

1. In the Edit View: Eligibility check window, navigate to Eligibility decision Field Group and click Add.
2. Add the Eligibility Info Accept and Eligibility Info Reject Partial Views.
3. Click Eligibility Info Accept to open the Partial View.
4. Add the Eligibility Info Accept field.
5. In the Eligibility Info Accept field row, click the Gear icon to configure the field:
   1. In the Label field, select Custom.
   2. In the Custom label, enter Next action.
   3. Click Save.
6. Return to the Edit View: Eligibility check window.
7. Repeat steps 3-6 for the Eligibility Info Reject Partial View by adding the Eligibility Info Reject field and configuring the field as detailed.
8. In the Eligibility Info Accept partial View row, click the Gear icon and then configure the View as follows:
   1. Clear the Show heading checkbox.
   2. In the Visibility list, select Custom Condition.
   3. Configure the following custom Condition: Eligibility Type is equal to Eligible.
   4. Click Submit, and then click Save.
      
9. In the Eligibility Info Reject View row, click the Gear icon, and then configure the View:
   1. Clear the Show heading checkbox.
   2. In the Visibility list, select Custom Condition.
   3. Configure the following custom Condition: Eligibility Type is in list Scam, Spam, Not eligible, Missing details.
   4. Click Submit, and then click Save.
      

3 Update the display headers for Eligibility Info Partial Views

1. Switch to Dev Studio.
2. In the App Explorer, in the SL-TellUsMore-Work-Incident class, open the pyDefault Data Transform.
3. In the pyDefault Data Transform, configure the following rows:
   1. Create a set action with a .EligibilityInfoAccept target with a source equal to "Incident will be approved for further processing".
   2. Create a set action with a .EligibilityInfoReject target with a source equal to "Incident will be rejected".
   3. Click Save.
      

4 Modify the Handle ticket View and routing

1. Switch to App Studio.
2. In the Incident Case Type, go to UX tab.
3. On the Other Views tab, in the Form section, open the Handle ticket View.
4. Confirm two Field Groups Incident Info and Incident Resolution are present in the Handle ticket View.
5. Switch to Dev Studio, and then open the Incident Case Type.
6. Click on the Handle Ticket Step to open the contextual properties pane.
7. In the properties pane, in the General tab, set up the following routing configuration:
   1. In the Route to list, select Custom.
   2. In the Assignment type list, select Work Queue.
   3. In the Router field, enter or select ToRouteToOverwrite.
      
      Note: At this time, it is not possible to set up custom routing in App Studio. Making this change in Dev Studio prevents you from making further changes to the assignment routing in App Studio.
   4. Click Save.
8. Switch to App Studio.
9. Open the Incident Case Type, and then click Actions > Refresh.
10. Save your work.

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Available in the following mission:

• Constellation Adoption v3