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Constructing Views in Constellation for BAs

6 Tasks

40 mins

 Visible to: All users
Beginner Pega Platform '23 Data Integration English

Scenario

For users to interact with the GoGoRoad application, a user interface (UI) must be created. Highlighting the advantages of Constellation during both application development and maintenance, you, as a Pega BA, have advocated building the GoGoRoad application's UI using the Constellation architecture. 

User stories

As a GoGoRoad CSR, I want to select the type of service requested from a drop-down list so that I can quickly identify the issue and provide that information to the service provider.

As a GoGoRoad CSR, I want to select the customer making the assistance request from a drop-down list of customers so that I can quickly access all of the information stored about the customer.

As a GoGoRoad CSR, I want to enter the address associated with the service request so that I can dispatch the service provider to the correct location. 

As a GoGoRoad CSR, I want to enter the information associated with the vehicle in need of service so that I can provide that information to the service provider.

As a GoGoRoad CSR, I want to enter the information associated with the customer's payment method to ensure that GoGoRoad and the service provider are paid for services rendered.

As a GoGoRoad CSR I want to select the services rendered for the Assistance Request instance so that we can invoice the customer correctly.

Technical notes documented by the System Architect

  • The Identify issue View contains a new field named Service type of the Picklist Field Type. The Service type field is mandatory.
  • The Identify customer View contains a drop-down list that references the Customer (AR) data relationship.
  • The Identify location View contains the Service address (AR) Embedded Data data relationship.
  • The Identify vehicle View contains a new field called Vehicle information (AR), which references the Vehicle information data object as a single-record Embedded Data relationship.
  • The Enter payment information View contains a new field called Payment information (AR) which references the Payment information data object as a single-record Embedded Data relationship.
  • The Select services performed View contains a Selected services (AR) data relationship which references the Selected service data object as a multiple-record Embedded Data relationship.
  • The Select services performed View contains a previously-created, calculated field called Total of services, which is a sum of all the services selected in the View.

The following table provides the credentials you need to complete the challenge:

Role User name Password
Business Architect author@gogoroad pega123!

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Challenge Walkthrough

Detailed Tasks

1 Configure the Identify issue View

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter author@gogoroad.
    2. In the Password field, enter pega123!.
  2. In the navigation pane of App Studio, click Case Types > Assistance Request to access the Assistance Request Case Type.
  3. In the Assistance Request Case Life Cycle, in the Create Stage, click the Identify issue Step, and then in the contextual properties pane to the right, click Configure view.
  4. In the Edit View: Identify issue window, in the Fields section, click Add > Fields > Create new field.
    Adding new fields to the Identify issue View.
  5. In the Add field dialog box, in the Name field, enter Service type.
  6. In the Type field, confirm that the system defaults to Picklist.
  7. In the first choice for the Service type Picklist, enter Vehicle has a flat tire
  8. Click Add choice.
  9. Repeat steps 7-8 to add the remaining choices:
    • Vehicle has a dead battery
    • Vehicle is locked
    • Vehicle is out of gas
    The completed Service type field.
  10. Click Submit.
  11. In the Edit View: Identify issue window, to the right of the Service type field, click the Configure icon. 
  12. In the Configure field: Service type window, in the Conditions section, in the Required field, select Always.
  13. Click Save to close the dialog box.
  14. Click Submit to save the Identify issue View.
    The Identify issue View

2 Configure the Identify customer View

  1. In the Assistance Request Case Life Cycle, click the Identify customer Step, and in the contextual properties pane to the right, click Configure view.
  2. In the Edit view: Identify customer window, in the Fields section, click Add > Fields.
  3. In the Fields list, select Customer (AR) and click Add.
    Adding the Customer (AR) field to the Identify customer View.
  4. In the Edit view: Identify customer window, in the Fields section, click Customer (AR).
  5. In the Edit field: Customer (AR) dialog box, complete the following:
    • Confirm the Data page field is List Customer
    • Confirm the Mode field is Single-select
    • For the Display as,  field select Dropdown.
    • Confirm the Display field field is Account ID.
  6. Click Back to close the Edit field: Customer (AR) window,
    Highlighting the Back button of the Customer AR Edit window
  7. In Edit View: Identify customer window, click Add > Fields. 
  8. In the Fields dialog box, expand the Customer (AR) field.
    Highlighting the arrow to the right of the Customer (AR) field.
  9. In the Customer (AR) dialog box, click Fields.
  10. In the list of available Customer (AR) fields, select the checkboxes for Coverage level, Customer email, Enrollment, and Full name, and then click Add.
  11. To the right of the Coverage level field, click the Configure icon.
  12. In the Configure field: Coverage level (CustomerAR) dialog box, in the Edit mode field, select Read-only, then click Save.
  13. Repeat steps 11-12 to se the Customer email, Enrollment, and Full name fields as Read-only.
  14. Use the Drag handle to reorder the Read-only fields as Full name, Customer email, Enrollment, and Coverage level.
    The completed Identify customer View
  15. To the right of the Customer (AR) field, click Configure icon.
  16. In the Configure field: Customer dialog box, update the Field label to Customer.
  17. In the Conditions section, in the Required field, select Always.
  18. Click Save.
    Configuration for the Customer field
  19. Click Submit to save the Identify customer View.
    The completed Identify customer View

3 Configure the Identify location View

  1. In the Assistance Request Case Life Cycle, click the Identify location Step, and in the contextual properties pane to the right, click Configure view.
  2. In the Edit view: Identify location window, in the Fields section, click Add > Fields.
  3. In the list of fields, select Service address (AR), and click Add.
  4. In the Edit view: Identify location window, click Service address (AR) (Service address) .
  5. In the Edit View: Service address (AR) window, in the Fields section, click the Remove icon to remove the Primary fields View.
  6. In the Fields section, click Add > Fields.
  7. In the list of fields, select City, State, and Street, and then click Add.
  8. Using the Drag handle, reorder the fields as Street, City, and State. 
    The completed Service address View
  9. Click Back to return to the Edit view: Identify location window.
  10. To the right of the Service address (AR) (Service address) field, click the Configure icon
  11. Update the Field label field, enter Service address.
  12. Click Save.
  13. Click Submit to save the Identify location View.
    The completed Identify location View

4 Configure the Identify vehicle View

  1. In the Assistance Request Case Life Cycle, click the Identify vehicle Step, and in the contextual properties pane to the right, click Configure view.
  2. In the Edit view: Identify vehicle window, in the Fields section, click Add > Fields > Create new field.
  3. In the Add field window, in the Name field, enter Vehicle information (AR).
  4. In the Type field, select Embedded Data.
  5. In the Data object field, select Vehicle information.
  6. In the Options field, select Single Record.
  7. Click Submit to create the Vehicle information (AR) data relationship.
    The Vehicle information data relationship
  8. In the Edit View: Identify vehicle window, click Vehicle information (AR) (Vehicle information).
  9. In the Fields section, click the Remove icon to remove the Primary fields View, and then click Add > Fields.
  10. In the list of fields, select Color, Make, Model, and Model year, and then click Add.
  11. Drag the  Color field  between the Model and Model year fields.
    The fields associated with the Vehicle information data relationship in the Vehicle information view
  12. Click Back to return to the Edit view: Identify vehicle window.
  13. To the right of the Vehicle information (AR) (Vehicle information) field, click the Configure icon.
  14. Update the Field label to Vehicle information.
  15. Click Save.
  16. Click Submit to save the Identify vehicle View.
    The completed Identify vehicle View

5 Configure the Enter payment information View

  1. In the Assistance Request Case Life Cycle, click the Enter payment information Step, and in the contextual properties pane to the right, click Configure view.
  2. In the Edit view: Enter payment information window, in the Fields section, click Add > Fields > Create new field.
  3. In the Add field dialog box, in Name, enter Payment information (AR).
  4. In the Type field, select Embedded Data.
  5. In the Data object field, select Payment information.
  6. In the Options field, select Single Record.
  7. Click Submit to create the Payment information (AR) data relationship.
    The Payment information (AR) data relationship.
  8. In the Edit View: Enter payment information window, click Payment information (AR) (Payment information).
  9. In the Fields section, click the Remove icon to remove the Primary fields View, and then click Add > Fields.
  10. In the list of fields, select Card number, Card type, and Expiration date, and then click Add.
  11. Using the Drag handle, reorder the fields as Card type, Card number, and Expiration date. 
    The Payment information (AR) View
  12. Click Back to return to the Edit view: Enter payment information window.
  13. To the right of the Payment information (AR) (Payment information) field, click the Configure icon.
  14. In the Configure field: Payment information (AR) dialog box, update the Field label to  Payment information.
  15. Click Save.
  16. Click Submit to save the Enter payment information View.
    The completed Enter payment information View

6 Configure the Select services performed View

  1. In the Assistance Request Case Life Cycle, click the Select services performed Step, and in the contextual properties pane to the right, click Configure view.
  2. In the Edit view: Select services performed window, in the Fields section, click Add > Fields.
  3. In the list of fields, select Selected services (AR), and then click Add.
  4. In the Edit view: Select services performed window, click Selected services (AR).
  5. In the Edit field: Selected services (AR) window, in the  Display as field, select Field Group.
  6. In the Select View item field, select Selected service view.
  7. In the Item label field, enter Selected service.
    The Selected Services (AR) View configuration.
  8. Click Back to return to the Edit View: Select services performed window.
  9. To the right of the Selected Services (AR) field, click the Configure icon.
  10. In Configure field: Selected services (AR) dialog box, to update the Field label, enter Selected services.
  11. Click Save.
  12. In the Edit View: Select services performed window, click Add > Fields > Total of services > Add.
  13. To the right of the Total of services field, click the Configure icon.
  14. In the Edit mode field, select Read-only, and then click Save.
  15. Click Submit to save the Select services performed View.
    The completed Selected services View
  16. Click Save to save your work.

Confirm your work

  1. In the Assistance Request Case Type, click Preview to open the Web portal window.
  2. In the Web portal window, in the navigation pane, click Create > Assistance Request to create a new instance of the Assistance Request Case Type.
    Creating an Assistance Request Case in the Web portal.
  3. In the Identify issue Step, select a Service type, then click Next.
    The Identify issue View in the Web portal
  4. In the Identify customer Step, select a Customer, for example [email protected], and then click Next.
    The Identify customer View in the Web portal
  5. In the Identify location Step, enter an address, then click Next.
    The Identify location View in the Web Portal
  6. In the Identify vehicle Step, enter the vehicle information and then click Submit.
    The Identify vehicle View in the Web portal
  7. In the Enter payment information Step, enter the payment information and then click Submit.
    The Enter payment information View in the Web portal
  8. In the Select services performed Step, in the Service list select a service and enter a value in the Quantity field.
  9. Confirm that the Total of services section displays a value.
    The Selected services Step in the Web Portal

This Challenge is to practice what you learned in the following Module:

Available in the following mission:

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