Validating data
1 Tarefa
15 min
Beginner
Data Integration
Data Management
Inglês
Scenario
The Project Manager at U+ Hotels requested that data validation be added to the Complaint Resolution Case Type to ensure that complaints are captured accurately and consistently.
As part of the Intake Stage, service agents use the Collect Complaint Details Step to record key information such as the complaint description, guest details, and complaint date. To ensure data quality and prevent invalid complaints from entering the system, you must configure field-level validation on the Collect Complaint Details form.
Specifically, the complaint date must represent a valid complaint occurrence and cannot be a future date. If an invalid date is entered, the system must display a validation message and prevent the case from advancing until the date is corrected. Your Lead System Architect provides technical documentation to help you get started.
Nota: 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:
- Ensure the validity of user-entered data by using default UI controls.
- Apply business logic to validate form data in a Case lifecycle.
Detailed Tasks
1 Validate data
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
- In Complaint Resolution Case Type, Complaint Date field on Collect Complaint Details view is validated to ensure that the selected date is not in the future.
- When a future date is entered:
- Validation fails.
- A user-friendly error message is displayed.
- The case cannot proceed until a valid date is provided.
- On the Collect Complaint Details view, the Complaint Description, Guest Profile, and Complaint Date fields are configured as always required.
Directions
- Open the Complaint Resolution Case Type.
- Navigate to the Intake Stage, and then open the Collect Complaint Details Step.
- On the Collect Complaint Details view, configure the Complaint Description, Guest Profile, and Complaint Date fields as always required.
- Open the Collect Complaint Details flow action.
- Configure validation on the Complaint Date field so that the date must be today or earlier; if the entered date is later than the current day, validation fails.
- Configure a validation message that clearly explains the error.
- Save your changes.
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