Question
Pegasystems Inc.
US
Last activity: 4 Sep 2018 7:18 EDT
Configuring Contact Fields for Customer Verification in Customer Service 7.4
How do we configure the list of fields that can be selected on the Customer Verification configuration page. It appears that the list options vary based on the implementation app that you are in, but I am not finding a data class that is responsible for providing the list and because you have to be in Express in order to access, I can't use the clipboard or tracer to find the source.
***Moderator Edit-Vidyaranjan: Updated SR details***
Accepted Solution
Pegasystems Inc.
US
Here is the solution:
1) Modify data transform: [org]-[ImplementationLayer]-Admin-ApplicationSetting.InterfaceContactClass and set the InterfaceContactClass property to your implementation layer contact class name.
2) Add properties to your implementation (or FW) layer contact class. Do this using the Data Type rule or your properties may not show up.
Properties in the contact class and its inherited classes should show up in the drop down.
3) Field values can be added to PegaCA-Data-ContactSecurityQus in order to get them to appear with the labels you need.
Pegasystems Inc.
US
I see the PegaCS-Data-CustomerVerification.CustomerVerification section in PegaAppCA:07-40-01 is being used. The fields are populated using the D_pzGetPropertiesForDataType data page and Declare_CAApplicationSettings.InterfaceContactClass is used for the class parameter.
You could view the section in Designer Studio to see the parameters being set and then run the data page manually so you can run Tracer and see the execution path.
Pegasystems Inc.
US
What I am trying to do is to modify the list of validation options that I can choose from in the Tools->CustomerVerification landing page (accessed via express). That is what drives the list of values that shows up on the customer verification page.
If the CustomerVerification configuration page were accessible outside of express, then I would be able to interrogate the drop down lists and figure out how they were populated, but express doesn't allow access to the tracer or the clipboard, so I am stuck.
Accepted Solution
Pegasystems Inc.
US
Here is the solution:
1) Modify data transform: [org]-[ImplementationLayer]-Admin-ApplicationSetting.InterfaceContactClass and set the InterfaceContactClass property to your implementation layer contact class name.
2) Add properties to your implementation (or FW) layer contact class. Do this using the Data Type rule or your properties may not show up.
Properties in the contact class and its inherited classes should show up in the drop down.
3) Field values can be added to PegaCA-Data-ContactSecurityQus in order to get them to appear with the labels you need.