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Challenge

Customizing a portal

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Scenario

GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors, auditors review common service requests (including vehicle unlock, tire repair, and battery charge). The new auditor role requires a unique interface. As the Director of Vendor Management, create a new Auditor portal and add an existing page to view recent cases. 

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

Role Operator ID Password
Application Developer author@gogoroad pega123!

Challenge Walkthrough

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

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

Detailed Tasks

1 Create a channel interface for the auditor

  1. In the App Studio navigation pane, click Channels to display the current channel interfaces.
  2. Under Create new channel interface, click Portal.
    auditor-interface
  3. In the Portal name field, enter Auditor.
  4. In the Description field, enter Custom portal for the GoGoRoad auditor.
    create-auditor-channel
  5. Hover over the Header, Left tile, and then click Configure.
  6. From the Configure layout dialog box, ensure all fields match the following image.
    config-layout-menu
  7. Click Submit.
  8. From the new portal window, click Add page and then select a page from the list to add the page to the layout.

    Note: The pages listed in the following image may vary from the pages available on your system.
    add page v2
  9. In the upper right, click Save.

2 Verify your work

  1. In the App Studio header, click Preview application.
  2. In the App Studio header, click Case Manager > Auditor to view the Auditor channel interface. 
  3. Verify that the My Cases list is visible by default and that the page you added is visible in the navigation menu. 
    Notificaitions page


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