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Adding an external data source to a data type

Adding data records to a data object

Adding fields to Views

Attaching PDF files to a case

  • Challenge

    Attaching PDF files to a case

    2 Tasks

    10 mins

    Pega Platform 8.8 Visible to: All users
  • InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...

Configuring a data source

Configuring Primary Fields for BAs

  • Challenge

    Configuring Primary Fields for BAs

    4 Tasks

    10 mins

    Visible to: All users
  • During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic...

Constructing Views in Constellation for BAs

Creating a Data Model

Creating a data object for BAs

Creating a data relationship

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