Building an application on Pega Common Application

2 Tarefas

20 min

Pega Customer Service '26

Visível para: All users Applies to: Pega Customer Service '26

Intermediate

Inglês

Scenario

Your Lead System Architect (LSA) has requested that you use Pega Blueprint™ to create a new Pega Platform™ application.

Blueprint is Pega's software as a service (SaaS) application that is available from the Pega.com website. Blueprint combines the power of Pega GenAI™ and basic information about the workflow to create the Case Types, Case Life Cycles, Live Data, and Personas associated with a Pega Platform application. 

Your LSA provided you with the following functional description to use when creating the GoGoRoad application in Blueprint:

The GoGoRoad application will model the Assistance Request workflow in a Case Type. The Assistance Request workflow consists of four Stages:

• In the first Stage, a customer contacts GoGoRoad's Customer Service department to request roadside assistance for their vehicle. The Customer Service representative (CSR) identifies the following information: the type of service requested, the customer's personal information, the location of the service, and the vehicle information. The CSR also collects the customer's Payment information.
• In the second Stage, a Manager verifies the service request and confirms the customer is enrolled with GoGoRoad.
• In the third Stage, the CSR dispatches a service provider.
• In the final Stage, the CSR reviews the services provided and the customer is sent an email invoice.

You create and review the Blueprint and then download the Blueprint file. You import the Blueprint file into the Pega Platform environment.

Your LSA wants to build the GoGoRoad application on the Common Application so he can use Data Objects from the Common Data Model (CDM). During the import process, you select Common Application as the built-on application and you map Data Objects created by the Blueprint to Data Objects from the CDM.

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

Role	User name	Password
Common Application administrator	CommonAdmin	password123!

Your assignment consists of the following tasks:

Task 1: Create a Blueprint for your application

Create a Blueprint for the GoGoRoad application by using the functional description provided. Download the GoGoRoad.blueprint file to your local machine.

Task 2: Import the Blueprint to create an application

In App Studio, import the GoGoRoad.blueprint file. Select Common Application as the built-on application and map Customer to the Customer Account Data Object, Payment to the Payment method Data Object, and Vehicle to the Asset Data Object.

Task 3: Confirm your work

In App Studio, open the GoGoRoad application, and then confirm that the Data Objects are configured as directed.

 

Você deve iniciar sua própria instância da Pega para concluir este Challenge.

A inicialização pode leva até cinco minutos, portanto tenha paciência.

• Login

Challenge Walkthrough

Detailed Tasks

1 Create a Blueprint for your application

1. In the Pega instance for the challenge, log in as a Common Application administrator:
   1. In the User name field, enter CommonAdmin.
   2. In the Password field, enter password123!.
2. In the header of Infinity Studio, click Pega Common Application > Create new application from Blueprint.
3. In the What type of application do you want to build? dialog box, click Create a Blueprint.
4. On the Pega Blueprint web page, click Build a Blueprint.
   Nota: Blueprint is not a Pega Infinity capability but a SaaS application. Pega Blueprint is available on Pega.com.

5. On the My Blueprint Dashboard page, click Create a Blueprint.
6. On the Let's Blueprint! Which industry is your application for? page, select Other, and then click Next.
7. Complete the Share more about your application page:
   1. In the Application purpose field, enter GoGoRoad.
   2. In the Functional description text box, enter the following prompt: The GoGoRoad application will model the Assistance Request workflow in a Case Type. The Assistance Request workflow consists of four Stages:
In the first Stage, a customer contacts GoGoRoad's Customer Service department to request roadside assistance for their vehicle. The Customer Service representative (CSR) identifies the following information: the type of service requested, the customer's personal information, the location of the service, and the vehicle information. The CSR also collects the customer's Payment information.
In the second Stage, a Manager verifies the service request and confirms the customer is enrolled with GoGoRoad.
In the third Stage, the CSR dispatches a service provider.
In the final Stage, the CSR reviews the services provided and the customer is sent an email invoice.
   3. In the Organization name field, enter GoGoRoad.
8. Click Generate.
   A new Blueprint defines workflows, Data Objects, and Personas.
9. Review each Stage, and then click Next to advance to the Summary.

   In the stages and in the Summary, you can confirm that Case Types, Case Life Cycles, Case Type Data Models, and Personas match the description of the intended application.

   Case Type	Assistance Request, Service Dispatch, Service Review
   Data Objects	Assistance Request, Customer, Vehicle, Service Provider, Payment, Service Location, Invoice
   Personas	Customer, Customer Service Representative, Manager, Service Provider

10. In the Summary section, click Download Blueprint, and then save the Blueprint file to a location on your device where it is accessible.
    Nota: If the Blueprint recommendations dialog displays, click Download anyway to continue.
11. Close the Blueprint recommendations dialog.

2 Import the Blueprint to create an application

1. Return to the Pega instance for this challenge, and then enter the following credentials if necessary:
   1. In the User name field, enter CommonAdmin.
   2. In the Password field, enter password123!.
2. If necessary, in the header of Infinity Studio, click Pega Common Application > Create new application from Blueprint.
3. On the What type of application do you want to build? page, click Install the latest to update the Blueprint Import Module, and then wait for the Component updated message.
   Nota: In the current environment, this step can take up to a minute for the latest Blueprint Import Module to finish installing.
   Dica: The Blueprint Import Module provides the New application wizard that guides you through the process of creating a new Pega Platform application from a Blueprint. For more information, see Blueprint Import Module.

4. In the What type of application do you want to build? dialog box, click Build from a Blueprint.
5. Upload the GoGoRoad Blueprint.
6. On the first page of the import module, in the Application Settings, in the Built-on application list, select Pega Common Application.
7. Click Customize Build.
8. On the Case Types page, click Next.

   The Blueprint Import Module creates the Assistance Request , Service Dispatch, and Service Review Case Types from the Blueprint.

9. On the Data objects page, configure the Data Objects:
   1. For the Customer Data Object, in the Build Data Object list, select From Blueprint with inherited assets, and then in the Inherit assets from list, select Common > Customer Account.
   2. For the Vehicle Data Object, in the Build Data Object list, select From Blueprint with inherited assets, and then in the Inherit assets from list, select Common > Asset.
   3. For the Payment Data Object, in the Build Data Object list, select Use existing, and then in the Data references to Payment link list, select Common > Payment method.
   4. For the other Data Objects, leave the value of Build Data Object field as From Blueprint.
   5. Click Next.
10. On the Personas page, click Next.

    The Blueprint Import Module creates the Personas from the Blueprint.

11. On the Review page, expand the Data classes section.
    Nota: The Customer and Vehicle Data Objects, which inherit assets from CDM objects, are created in the application class. Data Objects created from the Blueprint are also in the application class. The Payment object, which reuses the Asset Data Object, is in the the Common-LDM-Entity class.
12. Click Submit to create your application.
    Nota: In the current environment, it can take up to 10 minutes for Pega Platform to build the application. Do not refresh your instance while the application is building.
13. When the application build is complete, click Go to new application.

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Este Desafio serve para praticar o que você aprendeu nos seguintes Módulo:

• Building an application with Common Data Model v1

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Disponível na seguinte missão:

• Pega Common Data Model v5