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Configuring fields for user views

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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.

After creating a step, you can configure the view by adding existing Pega-provided fields, reusing fields that you already created, or creating new fields. You can also reuse saved views.

  1. In the navigation panel of App Studio, click Case types.
  2. Under Case types, click the name of a case type.
  3. Click the Workflow tab to open the case life cycle.
  4. On the case life cycle, click an assignment or approval step.
  5. In the right panel, on the General tab, click Configure view.
  6. Add fields and views as needed.
    • To add existing fields, complete the following steps:
      1. In the left panel, select Fields to view existing fields.
      2. Select the row for the field, then click the Plus icon to the right of the field name.
      3. Repeat step 2 to add more fields.
    • To create a new field, complete the following steps:
      1. On the Fields tab, in the Field field, enter a name for the new field.
      2. In the Type list, select a field type. The type defines how users enter a value in the UI field.
      3. In the Options list, select one of the following options:
        • Optional Users can optionally enter a value in the field.
        • Required Users are required to enter a value in the field.
        • Read-only Users are unable to enter or update the value of the field.
      4. To add more fields, click + Add field.
    • To reuse existing views, complete the following steps:
      1. In the left panel, click Views to display existing views.
      2. Select the row for the view, then click the Plus icon to the right of the view name.
      3. Repeat step 2 to add more views.
  7. Click Submit.
  8. Click Save and run to display the new fields in the standard Create view.
  9. Verify that the fields you selected and created are displayed in the user view.
  10. Click Done.
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