Adding fields to the contact form

1 Tarefa

15 min

Pega Sales Automation '24.2

Pega Sales Automation '25 Pega Sales Automation '24.1 Pega Sales Automation '23 Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.6 Pega Sales Automation 8.5 Pega Sales Automation 8.4

Visível para: All users Applies to: Pega Sales Automation '24.2

Beginner

Inglês

Scenario

Stakeholders want to display the Assistant name and Assistant phone fields To the professional details for a contact.

Use the following credentials to log in to the exercise system:

Role	User name	Password
System architect	Eddie	rules
Sales representative	nsmith	rules

Your assignment consists of the following tasks:

Task 1: Update the contact view.

Task 2: Confirm your work.

 

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 Use contact view

1. Log in to your exercise system as the system architect.
2. In the left navigation panel, click Case Types.
3. Click Contact.
4. Click UX tab.
5. In the right navigation, in the Tabs section, click Details.
6. In the right navigation, in the Region A section, click Details.
7. In the right navigation, in the Fields section, click Edit view professional.
8. In the right navigation, in the Fields section, Click + Add.
9. Click Fields.

10. Select the Assistant name and Assistant phone fields and click Add.

11. Click Save.

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Disponível na seguinte missão:

• Sales Automation Low-Code Developer v8