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Setting default property values

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4 Tasks

10 mins

Visible to: All users
Beginner Pega Platform 8.4 Data Integration English
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Scenario

The program manager at GoGoRoad wants to ensure proper staffing levels in the call center to avoid service delays. The project manager wants a report that tracks the volume of assistance request cases by day of the week to meet this need. To satisfy this reporting requirement, create a data transform to determine the day of the week for a given .pxCreateDateTime value and call this data transform from pyDefault to add the day of the week to each case when a customer or customer service representative creates an assistance request case.

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

Role Operator ID Password
Application Developer author@gogoroad pega123!

Challenge Walkthrough

Detailed Tasks

1 Create properties for the Service Day and Service Day of Week

  1. In Dev Studio, from the Navigation pane, click App.
  2. Expand AssistanceRequest > Data Model.
  3. Right-click Property, and then click Create.
  4. In the Label field, enter Service Day.
  5. Click Create and open.
  6. To the right of Text, click change to modify the property type.
    Change link on a property form
  7. Click Integer to change the property type to Integer.
  8. Click Save to save the Service Day property.
  9. Repeat steps 3-5 to create a property named Service Day of Week. Set the Property type to Text.
  10. Click Save to save the Service Day of Week property.

2 Create the Set Day of Week data transform

  1. From the App Explorer, expand AssistanceRequest > Data Model.
  2. Right-click Data Transform, and then click Create.
  3. In the Label field, enter Set Day of Week.
  4. Click Create and open.
  5. In the first line of the data transform, set .ServiceDay equal to @weekday(.pxCreateDateTime) to calculate an integer value for each day of the week.
    The first line of the SetDayofWeek data transform
  6. Click Add a row.
  7. In the second line of the data transform, set .ServiceDayOfWeek equal to @if(.ServiceDay=1,"Sunday", @if(.ServiceDay=2,"Monday", @if(.ServiceDay=3,"Tuesday", @if(.ServiceDay=4,"Wednesday", @if(.ServiceDay=5, "Thursday", @if(.ServiceDay=6, "Friday","Saturday")))))) to associate each Service Day integer value with a day of the week.
    The second line of the SetDayofWeek data transform
  8. Click Save.

3 Call Set Day of Week data transform in .pyDefault

  1. From the App Explorer, expand AssistanceRequest > Data Model > Data Transform, and then click pyDefault to open the pyDefault data transform.
    Note: If you do not see pyDefault, refresh the App Explorer by clicking Options > Refresh App Explorer.
  2. Click Add a row.
  3. From the Action drop-down, select Apply Data Transform.
  4. In the Target field, enter or select SetDayOfWeek.
    pyDefault with the SetDayOfWeek data transform applied
  5. Click Save to save your changes to the new version of pyDefault.

4 Confirm your work

  1. From the Create menu, create a new Assistance Request case.
  2. Advance past the Create view.
  3. Click the Clipboard to open the Clipboard tool.
  4. Ensure that the selected Thread matches the Case ID of the current case instance.
  5. Click pyWorkPage.
  6. Ensure that the ServiceDayOfWeek value matches the current day of the week, which is the day the case was created.
    Clipboard shows the ServiceDayOfWeek value matches the current day of the week


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