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Field Types in Constellation

Fields model single instances of data that are needed to resolve a Case. Each field consists of a name and a Field Type. The Field Type defines the format that information must be in to ensure its accuracy. Fields are used to define the attributes of a data object, and single-value fields can also be added directly to a form in a Case Type to gather information from a user.

Identifying the fields and Field Types associated with the information required for Case resolution is integral to the creation of the application's Data Model, and therefore, the Constellation UI.

In this topic, you examine fields and the available Field Types in Pega Platform™.

Fields

Fields are named, reusable UI components that collect, display, and store single pieces of information that are required when processing a Case. Fields can be added directly to a Case Type to capture information input by a user that is important to the resolution of a Case, or fields can be used to describe a data object.

In the following figure, the Customer data object consists of fields, including Address, Address Mode, E-Mail, First Name, Globally unique ID (which is automatically generated by Pega Platform), Last Name, and Phone number

Customer data object fields
Note: You designate Primary Fields to automatically add the most relevant fields to certain Case Views, reducing the amount of UI configuration that is necessary. Pega Platform automatically generates a Primary Fields View and adds it to the Create, Edit, and Details Views. For more information about Primary Fields, see Designate Primary Fields.

Field Types

When you create a field, you also assign a Field Type. The Field Type determines the format of the data that can be entered into the field, and as a result, the type of information that is stored in the system. Field Types also determine the type of control that is automatically paired with the field in the user interface. By assigning a Field Type, you ensure that users provide valid information in the field and that the system displays data in the correct format.

For example, a field named Metro area would be assigned a Field Type of Text and store the value Boston, as shown in the following Booking form:

Example: Booking field types

When creating a field, Pega Platform predicts the Field Type. By default, the Field Type is Text (single line). In the following example, when you name the field Arrival date, the system detects date in the name and sets the Field Type to Date only:

Arrival date changes to Date only
Tip:  Verify your Field Type is correct before clicking Submit.

Pega Platform includes a variety of Field Types for use in an application.

Available Field Types

 The following table lists some of the Field Types available in Pega Platform and the information that each type stores:

 Field Type Type of Data Field Example
Text (single-line) Any single line of text.
fieldSingle
Text (paragraph) A large text box that accepts multiple lines of text.
paragraphField
Boolean Allows users to select a checkbox to indicate one of two possible responses.
booleanField
Currency Currency symbols and values are stored based on the default currency type.
currencyField
Date & time UTC (Coordinated Universal Time) value normalized to Greenwich Mean Time (GMT). Date automatically displays in a localized format.
dateTimeField
Date only Calendar date with a localized format.
dateField
Decimal Numbers with a fractional component. Use this Field Type when fractions are needed.
decimalField
Email Valid email format with an @ symbol. An email field is an action-oriented control, meaning the value stored in the field is displayed as a link. For an email, the link initiates users' default email application.
emailField
Integer Positive and negative whole numbers, including the value zero (0).
integerField
Percentage Positive and negative decimal numbers entered as a decimal and displayed as a percentage. For example, .5 displays as 50%.
percentField
Phone Digits display in a localized format. A phone field is an action-oriented control, meaning the value stored in the field displays as a link. For example, if users access the application on a mobile device, the phone number link initiates a phone call.
phoneField
Picklist A list of predefined values.
picklistField
Time only UTC (Coordinated Universal Time) value normalized to Greenwich Mean Time (GMT).
timeOnlyField
URL Web address. A URL field is an action-oriented control, meaning the value stored in the field displays as a link. For a URL, the link initiates the user's default browser and opens the target web page.
URLField
Attachment Documents or files.
attach resume
Address A region-specific address format. The UI displays the Country field as a dropdown list. Depending on that selection, the UI displays a set of country-specific fields.
Image of the Address field type.
Location Address input or automatic geolocation.
location map
Prediction Displays the results of a Prediction. Predictions contain fields, which you can configure on the UX tab as standard text and decimal fields. If you have access to Prediction Studio, the Prediction field displays a link to the source Prediction. You can use this field to display the probability of missing a service-level-agreement.
User reference

Enter or select a user ID that exists in the system. The drop-down list or search field shows a list of every operator mapped to the current application rule.

current user
Case reference Holds instances of a selected Case Type.
Case reference field.
Data reference Used when the data needed in a Case is sourced either from locally stored Data Records or from data accessed from an external system of record.
Data reference field.
Embedded Data

Collects user input or a user action that is made directly inside a Case instance. The data in an Embedded Data Field Type is stored within a Case instance instead of sharing a data source. The data in an Embedded Data Field Type forces all usage of the field to be in a common format across the application.

Embedded data field.
Query Retrieves data that is stored in an external system by referencing a Data Page. The Data Page defines parameters that the Query data relationship is configured to use. A table that lists inter-bank rates
Note: For additional information on the concept of fields and Field Types as they relate to the Data Model, see Configuring fields associated with Case and Data Objects.

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