Exercises
Hi ,
Can anybody please explain to me what needs to be done in the following steps below:
Configure a data model and user interface to collect new account information from a new customer. Create a Customer data type and the associated view with the groups and field names in the following table:
Hi ,
Can anybody please explain to me what needs to be done in the following steps below:
Configure a data model and user interface to collect new account information from a new customer. Create a Customer data type and the associated view with the groups and field names in the following table:
| Group | Fields |
|---|---|
| Personal information |
First Name Last Name Date of Birth Phone Email Address |
| Address Information |
Street City State/Region Postal Code |
| Licensing Information |
License Number Issuing Authority Expiration Date |
| Login Credentials |
User Name Password |
Technical approach
- In App Studio, configure a new view for the Collect Customer Information step.
- Add a single Rental Customer field group.
- Create a new view called Collect Customer Information that contains the fields found in the previous table to the Rental Customer field group.
- Change the Collect Customer Information section within the Rental Customer view to use the two-column template.
- Convert the view to use the full section editor.
- Add two additional dynamic layouts and relocate the fields to one of the four layouts to achieve the four logical groupings.
How many field groups needs to be created and what needs to be added in data type
Pegasystems Inc.
US
Unfortunately the exercise guide isn't perfectly clear, so please allow me to elaborate. First, you need to create a data model (i.e. define all fields and their type). This happens on the Data model tab:
Then, the guide asks you to create a view for an individual step (or assignment). Open up your case type, select the Collect customer information step, and click on Configure view. Add a new field, type Field group, and create a new view:
Unfortunately the exercise guide isn't perfectly clear, so please allow me to elaborate. First, you need to create a data model (i.e. define all fields and their type). This happens on the Data model tab:
Then, the guide asks you to create a view for an individual step (or assignment). Open up your case type, select the Collect customer information step, and click on Configure view. Add a new field, type Field group, and create a new view:
What's a bit unclear is where this view gets created in the first place -- note that I named my view Customer information to better distinguish between two different ones. First, there is your view for the individual assignment, and this view exists on the case level (Collect customer information). However, there is another view that was created for you on the data class itself (Customer information). Both views are essentially called section (rules).
While this all sounds a bit over-complicated, it fosters re-use. Your data type might be used in another case - and you might want to re-use your section there. In our case, Customer information is a section that is embedded in another one (Collect customer information).
Hope this helps.