System Architect Essentials Exercise Guide
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System Architect Essentials 7.2 Exercise Guide © Copyright 2017 Pegasystems Inc., Cambridge, MA All rights reserved. Trademarks For Pegasystems Inc. trademarks and registered trademarks, all rights reserved. Other brand or product names are trademarks of their respective holders. For information about the third-party software that is delivered with the product, refer to the third-party license file on your installation media that is specific to your release. Notices This publication describes and/or represents products and services of Pegasystems Inc. It may contain trade secrets and proprietary information that are protected by various federal, state, and international laws, and distributed under licenses restricting their use, copying, modification, distribution, or transmittal in any form without prior written authorization of Pegasystems Inc. This publication is current as of the date of publication only. 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One Rogers Street Cambridge, MA 02142-1209 USA Phone: 617-374-9600 Fax: (617) 374-9620 www.pega.com DOCUMENT: System Architect Essentials Exercise Guide SOFTWARE VERSION: Pega 7.2 UPDATED: 03 21 2017 CONTENTS COURSE INTRODUCTION 1 Before you begin 2 Completing the exercises 2 PROTOTYPING AN APPLICATION WITH PEGA EXPRESS 3 Designing a case life cycle 4 Exercise: Adding a case type to your application Exercise: Adding stages to a case type Exercise: Adding process steps to a stage Assigning work 4 6 9 15 Exercise: Routing work to case participants 15 Enforcing service levels 23 Exercise: Adding a service level agreement (SLA) to a case Exercise: Adding a service level agreement (SLA) to an assignment Creating user views 23 28 32 Exercise: Configuring a standard user view Exercise: Configuring a custom user view Exercise: Configuring the standard Review form 32 39 45 CASE DESIGN USING DESIGNER STUDIO 52 Managing case life cycle exceptions 53 Exercise: Adding alternate stages to the case life cycle Exercise: Controlling stage transitions using the Approve/Reject step Exercise: Using the Change Stage smart shape Sending correspondence 53 55 59 64 Exercise: Sending correspondence during case processing Guiding users through a business process Exercise: Adding user guidance to a case type Modeling complex process flows 64 70 70 74 Exercise: Modeling a complex process flow 74 REPORT PLANNING AND DESIGN 82 Process visibility through business reporting 83 Exercise: Modifying a standard report 83 APPLICATION DESIGN 85 Assessing Guardrail compliance 86 Exercise: Assessing guardrails compliance 86 CASE DESIGN 88 Creating cases and child cases 89 Exercise: Creating the Onboarding and Benefit Enrollment case types DATA MODEL DESIGN 89 102 i ©2017 Pegasystems Inc. Data elements in Pega applications Exercise: Defining the Onboarding and Benefits Enrollment data models Setting property values automatically Exercise: Initializing the list of dependents for married or partnered employees Setting property values declaratively Exercise: Automatically updating the total cost of benefits Passing data to another case 103 103 109 109 115 115 122 Exercise: Passing data to another case 122 Reviewing application data 127 Exercise: Reviewing case data on the clipboard PROCESS DESIGN 127 131 Configuring a work party 132 Exercise: Creating an employee work party 132 Configuring a service level agreement Exercise: Establish a service level agreement for the Select Orientation Plan assignment Routing assignments 137 137 141 Exercise: Routing an assignment 141 Configuring correspondence 143 Exercise: Sending a welcome email to new employees Circumstancing rules 143 150 Exercise: Circumstancing the welcome email for contract employees DECISION DESIGN 150 154 Configuring when rules 155 Exercise: Skipping facilities setup for remote employees Configuring decision tables and decision trees Exercise: Configuring a decision table to route Facilities requests UI DESIGN 155 159 159 165 Designing a UI form 166 Exercise: Configuring Onboarding and Benefits Enrollment UI forms Reusing text with paragraph rules Exercise: Adding instructions to the insurance plan selection forms Configuring responsive UI behavior Exercise: Configuring responsive behavior for orientation courses Designing a dynamic UI 166 189 189 193 193 200 Exercise: Creating the coverage selection UIs Validating user data 200 231 Exercise: Validating user entries on forms 231 REPORT DESIGN 239 Creating reports 240 Exercise: Create a report to return available seating locations Optimizing report data 240 245 ii ©2017 Pegasystems Inc. Exercise: Reporting on unresolved onboarding cases DATA MANAGEMENT 245 249 Caching data with data pages 250 Exercise: Creating a data page to populate a list of seating locations Managing reference data 250 257 Exercise: Creating reference data for Facilities and IT setup APPLICATION DEBUGGING 257 296 Debugging applications with the Tracer Ex: Debugging the Facilities Review routing 297 297 COURSE SUMMARY 301 Next steps for system architects 302 System Architect Essentials 7.2 Summary 302 iii ©2017 Pegasystems Inc. COURSE INTRODUCTION 1 ©2017 Pegasystems Inc. Before you begin Completing the exercises To learn software, we must use the software. This course includes hands-on exercises that allow you to practice what you learned. Note: The exercises in this course were originally developed for the Pega Platform Foundation and Business Architect Essentials courses. You may notice slight discrepancies with the exercise environment provided with this course. These discrepancies do not affect the changes you make while completing the exercises, though they do affect the contents of the rules you update. The exercises provide a business problem to be solved. To help you complete the exercises, two levels of support are provided: l l Approach - specifies the high level steps you need to perform to solve the business problem Procedure - shows the series of steps or instructions that are designed to help you understand how to complete the exercise It is our goal that you can complete the exercises using the business need and approach. Use the procedure to check your work or as a last resort to complete the exercise. 2 ©2017 Pegasystems Inc. PROTOTYPING AN APPLICATION WITH PEGA EXPRESS 3 ©2017 Pegasystems Inc. Designing a case life cycle Exercise: Adding a case type to your application Scenario TGB reimburses employees for necessary and reasonable business expenses incurred in the conduct of TGB's business. TGB wants to ensure business expenses are reported accurately, and reimbursed in a timely and consistent manner according to company policy. TGB decided to add an Expense Report case type to the HR Apps application. The objective of the Expense Report case type is to provide an automated solution for managing expense reimbursements that will help resolve deficiencies found in the current manual expense reimbursement process. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer author@tgb rules Your assignment Create a new case type used to model the work accomplished in the expense reimbursement business process. Detailed steps Follow these steps to add a case type to your application. 1. In the lower right corner of the Pega Express dashboard, click Turn editing on. 4 ©2017 Pegasystems Inc. 2. In the navigation panel, click Cases to view a list of current case types. 3. Click Create new case type. 4. In the Create new field, enter Expense Report as the name of the case type, and then click Next. 5. Click Done to add the case type to the application. You are returned to the Pega Express Dashboard. 5 ©2017 Pegasystems Inc. Exercise: Adding stages to a case type Scenario TGB reimburses employees for necessary and reasonable business expenses incurred in the conduct of TGB's business. TGB wants to ensure business expenses are reported accurately, and reimbursed in a timely and consistent manner according to company policy. The first goal when defining the life cycle of a case is to summarize the business process by defining the stages of the case. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer author@tgb rules Your assignment Define the case life cycle by describing the stages of the expense report business process. Employees submit an expense reimbursement request using the Expense Report case type. The expense reimbursement request is routed to the appropriate reviewers for approval, and then goes to the accounting office for payment processing. Detailed steps Follow these steps to add stages to a case type. 1. In the lower right corner of the Pega Express dashboard, click Turn editing on. 2. In the navigation panel, click Cases to view a list of current case types. 6 ©2017 Pegasystems Inc. 3. From the list of available case types, click Expense Report. 4. Click Life cycle to edit the case life cycle design. 5. Click Add stages. 7 ©2017 Pegasystems Inc. 6. In the text box of the first stage, enter New. 7. Click + Add stage. 8. In the text box of the second stage, enter Review. 9. Click + Add stage again, and then enter Payment as the name of the third stage. 10. Click Done to save your changes. You are returned to the Pega Express Dashboard. 8 ©2017 Pegasystems Inc. Exercise: Adding process steps to a stage Scenario TGB reimburses employees for necessary and reasonable business expenses incurred in the conduct of TGB's business. TGB wants to ensure business expenses are reported accurately, and reimbursed in a timely and consistent manner according to company policy. The goal for this iteration is to identify the key process steps that users accomplish as they work on a case. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer author@tgb rules Your assignment Add process steps to the appropriate stages in the Expense Report case type to define the set of tasks that must be accomplished to resolve an expense reimbursement request. Employees must provide their employee information and an itemized list of expenses. The expense reimbursement request is routed to the employee's department manager for review. If necessary, the expense reimbursement request may be routed to the department head for additional review. Approved expense reimbursement requests are routed to the accounting office for payment processing. Detailed steps Follow these steps to add process steps to stages in a case type. 1. In the lower right corner of the Pega Express dashboard, click Turn editing on. 2. In the navigation panel, click Cases to view a list of current case types. 9 ©2017 Pegasystems Inc. 1. From the list of available case types, click Expense Report. 3. 2. Click Life cycle to edit the case life cycle design. 4. In the lower right corner, click Add processes?. 5. Click Add processes. 10 ©2017 Pegasystems Inc. 6. In the first stage of the Expense Report case type, click + Add process. 7. In the first step of the new process, click the name of the step, and then change the name to Enter Expense Details. 11 ©2017 Pegasystems Inc. 8. In the second stage of the Expense Report case type, click + Add Process. Note: Adding a Process in Pega 7.2 automatically creates a Collect Information step by default. 9. Hover over the first step in the process, and click the X to remove the step. Note: Remove the default Collect Information step when a different type of step is required. 10. In the second stage of the Expense Report case type, click + Add step. 12 ©2017 Pegasystems Inc. 11. Select the Approve/Reject step. 12. In the text field of the new step, enter Manager Review. 13. Hover over the second stage, and click the down arrow. 14. From the drop-down menu, select Add process . 13 ©2017 Pegasystems Inc. 15. Delete the first step in the second process, and then add a new Approve/Reject step. 16. In the Approve/Reject step, enter Director Review. 17. Add a process to the third stage. Accept the default name for the first step in the new process. 18. Click Done to save your changes. You are returned to the Pega Express dashboard. 14 ©2017 Pegasystems Inc. Assigning work Exercise: Routing work to case participants Scenario Now that you have defined the process steps of the Expense Report case, you can configure the assignments so that each request can be approved by the correct party. To ensure expenses are reported accurately, all expense reimbursement requests must be reviewed by the department manager. If approved, some expense reimbursement requests may require director review. All approved expense reimbursement requests are sent to the accounting department for final validation and processing. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer author@tgb rules Your assignment Configure the Manager Review step so the request for expense reimbursement is routed to the employee's manager. Configure the Director Review step so the request for expense reimbursement is routed to the director. Detailed steps Follow these steps to assign work to case participants. 1. In the lower right corner of the Pega Express dashboard, click Turn editing on. 15 ©2017 Pegasystems Inc. 2. In the navigation panel, click Cases to view a list of current case types. 3. From the list of available case types, click Expense Report. 4. Click Life cycle to edit the case life cycle design. 5. Select the Manager Review step. 6. On the General tab of the contextual property panel, click Specific user. 7. From the second drop-down list, select Manager to route the work to the employee's manager. 16 ©2017 Pegasystems Inc. 8. Select the Director Review step. 9. On the General tab of the contextual property panel, click Specific user. 10. From the second drop-down list, select Director. 17 ©2017 Pegasystems Inc. 11. Select the Payment step. 12. On the General tab of the contextual property panel, click Work Queue. 13. From the drop-down list, select Accounts Payable. 14. Click Done to save your changes. You are returned to the Pega Express Dashboard. 18 ©2017 Pegasystems Inc. Verify your work 1. On the Pega Express dashboard, click New . 2. Click Expense Report. 3. The Expense Report case type does not yet have any fields defined. Click Done to advance to the Enter Expense Details user view. 4. Click Advance the case or Complete Stage to move the case to the Review stage. 19 ©2017 Pegasystems Inc. 5. In the upper right corner of the Work Area, under Open assignments, verify the case has been assigned to the Manager. 6. To open and complete the assignment as the Manager, click Please approve or reject this Expense Report. 7. Click Approve to advance the case to the next step. 8. Again, in the upper right corner of the Work Area, under Open assignments, verify the case has been assigned to the Director. 20 ©2017 Pegasystems Inc. 9. To open and complete the assignment as the Director, click Please approve or reject this Expense Report. 10. Click Approve to advance the case to the next step. 11. Under Open assignments, verify the case has been assigned to the Accounts Payable Work queue (AP@TGB). 21 ©2017 Pegasystems Inc. 22 ©2017 Pegasystems Inc. Enforcing service levels Exercise: Adding a service level agreement (SLA) to a case Scenario TGB's business policies indicate requests for expense reimbursement must be completed within five business days. To meet this requirement, TGB has established a goal of four business days for processing requests for expense reimbursement. However, all requests for expense reimbursement must be completed within five business days. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer author@tgb rules Your assignment Configure the Expense Report case type with a goal and a deadline. If a request for expense reimbursement is not completed by the goal of four days, the urgency of the case shall be increased by a value of 10, and a notification shall be sent to the department manager. If a request for expense reimbursement is not completed by the deadline of five days, the urgency of the case shall be increased by a value of 20, and a notification shall be sent to the department manager. Detailed steps Follow these steps to add a service level to a case. 23 ©2017 Pegasystems Inc. 1. In the lower right corner of the Pega Express dashboard, click Turn editing on. 2. In the navigation panel, click Cases to view a list of current case types. 3. From the list of available case types, click Expense Report. 4. In the upper right corner, click the Gear icon. 5. Click Goal & deadline to edit the goal and deadline settings. 24 ©2017 Pegasystems Inc. 6. Select the Consider goal and deadline check box. 7. In the Days field for the Goal, enter 4. This is the preferred time frame in which a request for expense reimbursement should be completed. 8. In the Increase urgency by field, enter 10. 9. From the Perform actions drop-down list, select Notify Manager. 10. In the Days field for the Deadline, enter 5. This is the time frame in which the case must be completed. 11. In the Increase urgency by field, enter 20. 12. From the Perform actions drop-down list, select Notify Manager. 25 ©2017 Pegasystems Inc. 13. Click Done to save your changes. You are returned to the Pega Express Dashboard. Verify your work 1. On the Pega Express dashboard, click New . 2. Click Expense Report. 3. The Expense Report case type does not yet have any fields defined. Click Done to advance to the Enter Expense Details user view. 26 ©2017 Pegasystems Inc. 4. Verify the Goal, Deadline, and Urgency entered in the exercise. 27 ©2017 Pegasystems Inc. Exercise: Adding a service level agreement (SLA) to an assignment Scenario TGB's business policies indicate requests for expense reimbursement must be completed within five business days. To meet this requirement, TGB has established a goal of one business day for managers to complete reviews of request for expense reimbursements. However, managers must complete reviews of requests for expense reimbursements no later than two business days after receiving the assignment. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer author@tgb rules Your assignment Configure the Manager Review assignment with a goal and deadline. Define the goal as one day, increase the urgency of the assignment by a value of 10, and notify the manager if the goal is missed. Define the deadline as two days, increase the urgency of the assignment by a value of 25, and notify the manager if the deadline is missed. If a manager does not complete the review by the goal, the urgency of the case shall be increased by a value of 10, and a reminder to complete the review before deadline shall be sent to the department manager. If the manager does not complete the review by the deadline, the urgency of the case shall be increased by a value of 25, and a notification shall be sent to the department manager indicating that the deadline was missed and a review must be completed immediately. Detailed steps Follow these steps to add a service level to an assignment. 1. In the lower right corner of the Pega Express dashboard, click Turn editing on. 28 ©2017 Pegasystems Inc. 2. In the navigation panel, click Cases to view a list of current case types. 3. From the list of available case types, click Expense Report. 4. Click Life cycle to edit the case life cycle design. 5. Select the Manager Review step. 6. On the Goal & Deadline tab of the contextual property panel, select the Consider goal and deadline check box. 29 ©2017 Pegasystems Inc. 7. In the Days field for the Goal, enter 1. 8. In the Increase urgency by field, enter 10. 9. From the Perform actions drop-down list, select Notify Manager. 10. In the Days field for the Deadline, enter 2. 11. In the Increase urgency by field, enter 25. 12. From the Perform actions drop-down list, select Notify Manager. 13. Click Done to save your changes. You are returned to the Pega Express Dashboard. 30 ©2017 Pegasystems Inc. Verify your work 1. On the Pega Express dashboard, click New . 2. Click Expense Report. 3. The Expense Report case type does not yet have any fields defined. Click Done to advance to the Enter Expense Details user view. 4. Verify the Deadline entered in the exercise. Note: When an SLA is added to an assignment, the Deadline is the only visible service level. The Goal is not visible to the end user. 31 ©2017 Pegasystems Inc. Creating user views Exercise: Configuring a standard user view Scenario The initial case life cycle design for the Expense Report case type is complete. Now you can configure user views to collect and display the information needed to process a request for expense reimbursement. One of the requirements for the Expense Voucher case type is: Employees must be able to submit an itemized list of expenses for reimbursement. To satisfy this requirement, you must configure a user view to collect the employee's personal details (such as name and ID) and the date the expense reimbursement request is submitted. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer author@tgb rules Your Assignment Configure the default Create user view with the following form elements: Name of Form Element How to Display the Form Element Can the Form Element be Edited? Date Submitted Date only Optional Employee Details Field group NA Employee ID Text (single line) Optional First Name Text (single line) Optional Last Name Text (single line) Optional Department Picklist Optional Detailed Steps Configure the standard user view Follow these steps to configure a standard user view. 32 ©2017 Pegasystems Inc. 1. In the lower right corner of the Pega Express dashboard, click Turn editing on. 2. In the navigation panel, click Cases to view a list of current case types. 3. From the list of available case types, click Expense Report. 4. Click Views to configure user views for the Expense Report case type. 5. Select the standard Create view. 33 ©2017 Pegasystems Inc. 6. Click Edit this view to open the form for editing. 7. In the first column, enter Date Submitted as the name of the field. 8. In the second column, select Date only as the field display type. 9. Click + Add field to add another field. 10. In the first column in the second row, enter Employee Details. 11. In the second column in the second row, select Field group as the field display type. Pega adds a nested field element automatically. 34 ©2017 Pegasystems Inc. 12. In the third row, enter Employee ID. 13. Click + Add field to Employee Details to add a second row of fields to the Employee Details field group. 14. In the blank field, enter First Name. 15. Click + Add field to Employee Details to add a third row of fields to the Employee Details field group. 16. In the blank field, enter Last Name. 17. Click + Add field to Employee Details to add a fourth row of fields to the Employee Details field group. 18. In the blank field, enter Department. 35 ©2017 Pegasystems Inc. Configure a Picklist for the Department field Your assignment states the Department field must be a Picklist. Follow these steps to configure a local list of values for the Picklist: 1. In the Department field, change the display mode type to Picklist. 2. Click the Gear icon at the end of the Department form element row. 3. In the DISPLAY AS field, use the default Drop-down list option. 4. In the first field under LIST CHOICES, enter Global Services for the first department name. 5. Click + Add choice twice, and then enter Sales and Customer Support as the other department names. 36 ©2017 Pegasystems Inc. 6. Click Submit to save the Picklist. 7. Click Done to save your changes to the user view. 8. Click Done to save your changes to the case type. You are returned to the Pega Express dashboard. Verify your work 1. On the Pega Express dashboard, click New . 2. Click Expense Report. 37 ©2017 Pegasystems Inc. The fields you added to the standard Create view are displayed. 38 ©2017 Pegasystems Inc. Exercise: Configuring a custom user view Scenario After the initial case life cycle design for the Expense Report case type is complete, you can configure user views to collect and display the information needed to process a request for expense reimbursement. One of the requirements for the Expense Report case type is: Employees must be able to submit an itemized list of expenses for reimbursement. To satisfy this requirement, you must configure a user view to collect the details related to the itemized list of expenses. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer author@tgb rules Your Assignment For the Enter Expense Details step, configure a user view with a repeating field group that allows the employee to enter a list of itemized expenses. The user view must contain the following items: Name of Form Element How to Display the Form Element Can the Form Element be Edited? Expenses Field group list Optional Expense Item Text (single line) Optional Expense Amount Currency Optional Date of Purchase Date only Optional Detailed Steps Follow these steps to configure a user view with a repeating group of fields. 39 ©2017 Pegasystems Inc. 1. In the lower right corner of the Pega Express dashboard, click Turn editing on. 2. In the navigation panel, click Cases to view a list of current case types. 3. From the list of available case types, click Expense Report. 4. Click Lifecycle to edit the case life cycle design. 5. In the New stage, select the Enter Expense Details step. 40 ©2017 Pegasystems Inc. 6. Click Lifecycle to edit the Case Lifecycle Design. 7. In the contextual properties panel, click Configure view . 8. In the first column, enter Expenses. 9. In the second column, select Field group (list) as the display mode type. 41 ©2017 Pegasystems Inc. 10. In the first field in the second row, enter Expense Item. 11. In the second column, use the default Text (single line) as the display mode type. 12. Click + Add field to Expenses twice. 13. In the first field in the third row, enter Expense Amount, and then select Currency as the display mode type. 14. In the first field in the fourth row, enter Date of Purchase, and then select Date only as the display mode type. 42 ©2017 Pegasystems Inc. 15. Click Done to save your changes to the user view. 16. Click Done to close the case type. You are returned to the Pega Express dashboard. Verify your work 1. On the Pega Express dashboard, click New . 2. Click Expense Report. 3. The Employee Details user view is displayed. Note: Entering sample values in the fields for this screen is not required. Enter values at your own discretion. 43 ©2017 Pegasystems Inc. 4. Click Done to advance to the Enter Expense Details user view. The fields you added to the custom user view are displayed. 44 ©2017 Pegasystems Inc. Exercise: Configuring the standard Review form Scenario After the initial case life cycle design for the Expense Report case type is complete, you can configure user views to collect and display the information needed to process a request for expense reimbursement. One of the requirements for the Expense Report case type is: Managers must be able to review all requests for reimbursement of expenses. To satisfy this requirement, you must configure a user view to display the date the expense reimbursement request was submitted, the employee's details, and the itemized list of expenses. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer author@tgb rules Your Assignment Configure the default Review user view with the following form elements: Name of Form Element How to Display the Form Element Can the Form Element be Edited? Date Submitted Date only Set to Read-only by default Employee Details Field group Set to Read-only by default Expense Details Field Group (list) Set to Read-only by default Detailed Steps Follow these steps to configure a standard user view and reuse existing fields. 45 ©2017 Pegasystems Inc. 1. In the lower right corner of the Pega Express dashboard, click Turn editing on. 2. In the navigation panel, click Cases to view a list of current case types. 3. From the list of available case types, click Expense Report. 4. Click Views to configure user views for the Expense Report case type. 5. Select the standard Review user view. 46 ©2017 Pegasystems Inc. 6. Click Edit this view to open the form for editing. In the first row, the Date Submitted field is available. 7. Click Fields to view a list of available fields to add to the user view. 47 ©2017 Pegasystems Inc. 8. From the list of available fields, hover over Employee Details and click the Plus sign icon to add the field group to the user view. The Employee Details field group is displayed on the form. 9. From the list of available fields, hover over Expenses and click the Plus sign icon to add the field group to the user view. The Expenses field group list is displayed on the form. 48 ©2017 Pegasystems Inc. 10. Click Done to save your changes to the user view. 11. Click Done to save your changes to the case type. You are returned to the Pega Express dashboard. Verify your work 1. On the Pega Express dashboard, click New . 2. Click Expense Report. 3. In the Employee Details form, enter sample data, and then click Done. 49 ©2017 Pegasystems Inc. 4. In the Enter Expense Details form, enter at least one row of sample data, and then click Submit. The case advances to the Review stage, and the expense report details are displayed in the standard Review form. Note: You may have to scroll down the page to see the results. 50 ©2017 Pegasystems Inc. 51 ©2017 Pegasystems Inc. CASE DESIGN USING DESIGNER STUDIO 52 ©2017 Pegasystems Inc. Managing case life cycle exceptions Exercise: Adding alternate stages to the case life cycle Scenario TGB's business policies indicate all expense reimbursement requests are routed to the appropriate reviewers for approval. Then, the requests go to the accounting office for payment processing. If a request for expense reimbursement is rejected by the department manager or the director, the employee must be provided an opportunity to reconcile the request. Also, if any expense items are billable to a customer, or the expense items meet certain criteria, the request for expense reimbursement must be audited. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer designer@tgb rules Your assignment Add alternate stages to the Expense Report case life cycle to model the exceptions for a rejected request for expense reimbursement, or a required audit of a request for expense reimbursement. Detailed steps Follow these steps to add alternate stages to a case type. 53 ©2017 Pegasystems Inc. 1. In Designer Studio, click Cases to view a list of available case types. 2. In the Case types panel, click Expense Report to edit the case type. 3. In the Alternate stages section, click + Add alternate stage to add an alternate stage to the case type. 4. In the text field of the second stage, enter Auditing. 5. Select the Approval Rejection stage, and change the name to Rejection. 6. Click Save to save your changes. The alternate stages are displayed as part of the Expense Voucher case life cycle. 54 ©2017 Pegasystems Inc. Exercise: Controlling stage transitions using the Approve/Reject step Scenario TGB's business policies indicate all expense reimbursement requests are routed to the appropriate reviewers for approval. If a request for expense reimbursement is rejected by the department manager or the director, the employee must be provided an opportunity to reconcile the request. After the employee reconciles the request for expense reimbursement, the request should be automatically routed back to the Review stage. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer designer@tgb rules Your assignment Configure the Approve/Reject steps for the Manger Review and the Director Review process steps so that the case flow transitions to the Reject stage when a request for expense reimbursement is rejected by either the manager or the director. Detailed steps Follow these steps to control stage transitions in a case life cycle using the Approve/Reject step. 1. In Designer Studio, click Cases to view a list of available case types. 2. In the Case types panel, click Expense Report to edit the case type. 3. In the Review stage, select the Manager Review step. 55 ©2017 Pegasystems Inc. 4. On the Flow tab of the contextual property panel, confirm the option for If APPROVED then is set to Continue. 5. In the Set status list, enter the character p to invoke a list of available options and select PendingApproval. 6. Set the option for If REJECTED then to Change Stage. 7. In the To drop-down list, select the Rejection stage. 8. In the Set status list, select Pending-Qualification. 9. Select the Director Review step and confirm the If APPROVED then option is set to Continue. 10. In the Set status list, select Pending-Fulfillment. 11. Set the option for If REJECTED then to Change stage. 56 ©2017 Pegasystems Inc. 12. In the To drop-down list, select the Rejection stage. 13. In the Set status list, select Pending-Qualification. 14. Click Save to save your changes. Verify your work Create a new expense report case to test your changes. 1. In the upper right corner of the Case Designer work space, click Run to create a new instance of the Expense Report case type. 2. On the New: Expense Report screen, click Done to advance to the Enter Expense Details step. Note: Entering data on this screen is optional. 3. Click Complete stage to advance the case to the Review stage. 4. In the Open assignments section, click Please approve or reject this Expense Report to open the assignment. Notice the case is in the Review stage. 57 ©2017 Pegasystems Inc. 5. Click Reject. The case transitions to the Rejection stage and the status is set to PendingQualification. 58 ©2017 Pegasystems Inc. Exercise: Using the Change Stage smart shape Scenario TGB's business policies indicate all expense reimbursement requests are routed to the appropriate reviewers for approval. If a request for expense reimbursement is rejected by the department manager or the director, the employee must be provided an opportunity to reconcile the request. After the employee reconciles the request for expense reimbursement, the request should be automatically routed back to the Review stage. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer designer@tgb rules Your assignment Add process steps to the Rejection stage to allow the employee to reconcile the request for expense reimbursement, and then automatically route the request back to the Review stage. Detailed steps Follow these steps to control stage transitions using the Change Stage smart shape. 1. In Designer Studio, click Cases to view a list of available case types. 2. In the Case types panel, click Expense Report to edit the case type. 3. In the Rejection stage, click + Add process. 59 ©2017 Pegasystems Inc. 4. Enter Process Rejection as the name of the new process. 5. Select the default step in the Process Rejection process, and then enter Reconcile Expense Report as the name of the first step. 6. Click + Add step to add another step to the process. 7. In the palette that is displayed, click More. 8. Click Utilities to display a list of available smart shapes. 9. Click Change Stage, and then click Select to add the smart shape to the process. 10. In the contextual property panel, select the Select a stage option. 60 ©2017 Pegasystems Inc. 11. In the Stage drop-down list, select the Review stage. 12. Click Save to save your changes. Verify your work Create a new expense report case to test your changes. 1. In the upper right corner of the Case Designer work space, click Run to create a new instance of the Expense Report case type. 2. On the New: Expense Report screen, click Done to advance to the Enter Expense Details step. Note: Entering data on this screen is optional. 3. On the Enter Expense Details step, click Complete stage to advance the case to the Review stage. 4. In the Open assignments section, click Please approve or reject this Expense Report to open 61 ©2017 Pegasystems Inc. the assignment. Notice the case is in the Review stage. 5. Click Reject. The case transitions to the Rejection stage, and the status is set to PendingQualification. 6. In the Open assignments panel, click the Process Rejection (Rejection) step. 7. Click Advance this case to advance the case to the Change Stage step. 62 ©2017 Pegasystems Inc. The case is returned to the Review stage. 63 ©2017 Pegasystems Inc. Sending correspondence Exercise: Sending correspondence during case processing Scenario TGB's business policies indicate employees must be notified of the status of their requests for expense reimbursement. Employees must be notified of the manager's decision, the director's decision, and the result of an audit, when necessary. They must also be notified when the request for expense reimbursement is received by the accounting department for payment processing, and when the payment is processed. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer designer@tgb rules Your assignment Add the necessary steps to the Expense Report case life cycle so that employees are notified as described in the scenario. Note: The scenario specifies a total of five correspondences. Each step is configured the same, so you do not need to configure all five steps. Add at least one step for practice. Then add the other steps if you want more practice or want to experiment with different configurations. Detailed steps Follow these steps to send correspondence. 64 ©2017 Pegasystems Inc. 1. In Designer Studio, click Cases to view a list of available case types. 2. In the Case types panel, click Expense Report to edit the case type. 3. In the second stage of the Expense Report case type, click + Add step to add a step to the Review process. 4. In the palette that is displayed, click More. 5. Click Utillities to display a list of available smart shapes. 65 ©2017 Pegasystems Inc. 6. In the list of available options, scroll down and click Send Email, and then click Select. 7. In the text field of the new step, enter Notify Employee of Status. 8. In the To field in the contextual property panel, enter employeeID@tgb.com. 66 ©2017 Pegasystems Inc. 9. In the Subject field, enter Expense Voucher status update. 10. In the body of the message, enter Your request for expense reimbursement was approved. 11. Click Save to save your changes. Test your changes 1. In the upper right corner of the Case Designer work space, click Run to create a new instance of the Expense Report case type. 2. On the New: Expense Report screen, enter sample data, and then click Done. 67 ©2017 Pegasystems Inc. 3. On the Enter Expense Details Screen, enter sample data, and then click Submit. 4. In the Open assignments section, click Please approve or reject this expense report. 5. Click Approve. 6. The email appears as an attachment. 68 ©2017 Pegasystems Inc. 69 ©2017 Pegasystems Inc. Guiding users through a business process Exercise: Adding user guidance to a case type Scenario TGB reimburses employees for necessary and reasonable business expenses incurred in the conduct of TGB's business. TGB wants to ensure business expenses are reported accurately, and reimbursed in a timely and consistent manner according to company policy. The goal for this iteration of the Expense Voucher case life cycle is to add directional cues, and set the relevant status of the case, to help case workers clearly understand the intent of an assignment. The table below provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer designer@tgb rules Your assignment Add instructions for the Enter Expense Details assignment that reads Please provide an itemized list of expenses, and set the status to New . Detailed steps Follow these steps to add user guidance to a case type. 70 ©2017 Pegasystems Inc. 1. In Designer Studio, click Cases to view a list of available case types. 2. In the Case types panel, click Expense Report to edit the case type. 3. Select the Enter Expense Details step. 4. On the General tab of the contextual property panel, place your cursor in the Set status field, and then press the down arrow key. 71 ©2017 Pegasystems Inc. 5. Select New from the list of available options. 6. In the Instructions text field, enter Please provide an itemized list of expense items as the instructions for the assignment. Important: DO NOT add a period to the end of the instruction. 7. Click Save. Test your changes Create a new expense report case to test your changes. 1. In the upper right corner of the Case Designer work space, click Run to create a new instance of the Expense Report case type. 72 ©2017 Pegasystems Inc. 2. On the New: Expense Report screen, click Done. Note: Entering data on this screen is optional. The instructions and status are displayed on the Enter Expense Details screen. 73 ©2017 Pegasystems Inc. Modeling complex process flows Exercise: Modeling a complex process flow Scenario To ensure expenses are reported accurately, all expense reimbursement requests go through a series of reviews. The first review is conducted by the department manager, and is mandatory. If the department manager approves an expense reimbursement request, the request may require a review by the director. If a review by the director is required, the request advances to the Director Review process. After the manger and director reviews are completed — and the request is approved — the request is evaluated to determine if an audit is required. If the request must be audited, the case is directed to the alternate Auditing stage. If the request does not require an audit, the case is directed to the primary Payment stage. To help ensure reviews are conducted according to company policy, the Manager Review and Director Review processes should be updated to automate the evaluation of the company policies. The following table provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer designer@tgb rules Your assignment Update the Manager Review process to incorporate automated decisions for directing the process flow according to company policies. Detailed steps Follow these steps to add automated decision steps to a process flow rule. 74 ©2017 Pegasystems Inc. 1. In Designer Studio, click Cases to view a list of available case types. 2. In the Case types panel, click Expense Report to edit the case type. 3. In the Review stage, select the first Review process. 4. From the contextual property panel, click Open process. 5. Right-click on the design canvas and select Add > Decision. 6. On the design canvas, double-click the decision shape to open the properties panel. 75 ©2017 Pegasystems Inc. 7. In the Decision: field, enter Needs Director review? as the label. 8. Click Submit to close the decision shape's properties panel. 9. Connect the outgoing connector from the Manager Review step the Decision shape. 10. Connect the decision shape to the Notify Employee of status step. 11. Double-click the connector to open the properties panel. 12. In the Connector: field, enter Yes as the label. 13. Click Submit to close the connector's properties panel. 14. Connect the Notify Employee of Status shape to the End shape. 76 ©2017 Pegasystems Inc. 15. Edit the properties of the End shape and enter Go to Director Review as the label. 16. Add a second decision shape to the design canvas and enter Requires audit? as the label. 17. Connect the Needs Director review? decision shape to the Requires audit? decision shape. 18. Edit the connector properties and enter No as the label. 19. Right-click on the design canvas and select Add > Smart Shapes > Send Email. 20. Edit the properties of the Send Email smart shape and enter Notify Employee of Status as the label. 21. Connect the Requires audit? decision shape to the Notify Employee of Status smart shape. 22. Edit the connector properties and enter Yes as the label. 23. Add a Change Stage smart shape to the design canvass. 24. Edit the properties of the Change Stage smart shape and enter Go to Auditing stage as the label. 25. Connect the Notify Employee of Status smart shape to the Go to Auditing stage smart shape. 26. Add an End shape to the design canvas. 77 ©2017 Pegasystems Inc. 27. Connect the Go to Auditing stage smart shape to the End shape. 28. Add a Send Email smart shape to the design canvas, and enter Notify Employee of Status as the label. 29. Connect the Requires audit? decision shape to the Notify Employee of Status smart shape. 30. Edit the connector properties and enter No as the label. 31. Add a Change Stage smart shape to the design canvas, and enter Go to Payment stage as the label. 78 ©2017 Pegasystems Inc. 32. Connect the Notify Employee of Status smart shape to the Go to Payment stage smart shape. 33. Connect the Go to Payment stage smart shape to the End shape. 34. Click Save. Verify your work Create a new Expense Report case to test your changes. 1. In Designer Studio, click Cases to view a list of available case types. 2. In the Case types panel, click Expense Report to open the case type. 79 ©2017 Pegasystems Inc. 3. In the upper right corner of the Case Designer work space, click Run to create a new instance of the Expense Report case type. 4. On the New: Expense Report screen, click Done. Note: Entering data on this screen is optional. 5. On the Enter Expense Details assignment screen, click Submit. Note: Entering data on this screen is optional 6. On the Expense Report Approval assignment screen, click Approve. 7. From the Choose a connector to take: drop-down list, select Yes. Note: The flow is running in draft mode, and the decision shapes are not implemented. To continue advancing a flow that is in draft mode, Pega enables you to manually choose which connector to take. 8. Click Submit. The case advances to the Director review process. 80 ©2017 Pegasystems Inc. Run the Expense Report case type again. Advance the case and select No from the connector dropdown list. The case advances to the Requires audit? decision step. Optional: Continue testing multiple scenarios. 81 ©2017 Pegasystems Inc. REPORT PLANNING AND DESIGN 82 ©2017 Pegasystems Inc. Process visibility through business reporting Exercise: Modifying a standard report Scenario The HR department manager at TGB wants to be able to ensure the application satisfies business objectives. The business manager wants to create a new report category named HR Reports in which to organize standard reports customized for their reporting needs. The business manager also wants to customize the Timeliness by operator and work type for my work group standard report to remove the workgroup filter. The following table provides the credentials you need to complete the exercise. Role Operator ID Password Case Designer manager@tgb rules Your assignment Create a new public report category named HR Reports. Customize the Timeliness by operator and work type for my work group report so that the report does not filter on a specific work group, and save the modified report to the HR Reports category. Detailed steps Add a new report category 1. In the upper-right corner of the Case Manager portal, click Add category. 2. In the Category name field, enter HR Reports. 3. In the Category description field, enter a custom description, or accept the default entry. 4. Click Submit. The HR Reports category is displayed in the Public categories section. Modify a standard report and save it to a new category 1. In the Public categories section, click Monitor assignments. 2. In the list of standard reports, click the Timeliness by operator and work type for my workgroup standard report. 3. From the Actions menu, select Save as. The Save report as modal dialog window displays. 83 ©2017 Pegasystems Inc. 4. In the Title field, change the title to Timeliness by operator and work types. 5. From the Category drop-down list, select HR Reports. 6. Click Submit. The report is copied to the HR Reports category and is available for editing. 7. In the Filtered by: section, click the Work group = default@TGB filter condition. 8. From the drop-down list, select is not null. 9. Click Apply Changes. 10. Click Done editing to save your changes to the report. The report automatically displays available results. 84 ©2017 Pegasystems Inc. APPLICATION DESIGN 85 ©2017 Pegasystems Inc. Assessing Guardrail compliance Exercise: Assessing guardrails compliance Scenario The Lead System Architect on your project has requested that you review the current state of the HR application, before beginning development of the Onboarding and Benefits enrollment cases. Role Operator ID Password System Architect SA@TGB rules Your assignment Review the compliance score for the HR application to establish a base for comparison during application development. As you develop the Onboarding and Benefits Enrollment case types in the application, return to the Guardrails landing page to review the readiness of the HR application for release and compare the readings to the set . Detailed steps 1. From the Designer Studio menu, select Application > Guardrails. The Guardrails landing page opens on the Compliance Score tab. 86 ©2017 Pegasystems Inc. 2. Using the information on the Compliance Score tab, answer the following questions. a. What is the current compliance score for the HR application? b. How many rules currently have warnings? Of those rules, how many have unjustified warnings? c. How many of the rules in the HR application are compliant? 3. Click the Compliance Details tab. The Guardrails landing page switches to the Compliance Details tab. 4. Using the information on the Compliance Details tab, answer the following questions. a. How many performance warnings have been introduced into the application? b. What is the severity of each performance warning? c. How many maintainability warnings have been generated into the application? d. What is the severity of each maintainability warning? 87 ©2017 Pegasystems Inc. CASE DESIGN 88 ©2017 Pegasystems Inc. Creating cases and child cases Exercise: Creating the Onboarding and Benefit Enrollment case types Scenario TGB wants to extend its human resources (HR) application to process onboarding cases for new employees. These cases guide HR business partners through the onboarding process. This process includes: l Collecting basic information about the employee to add to the HR database l Preparing and emailing a welcome packet to the new employee l Requesting that the Facilities department prepare a cubicle or office l Requesting that the IT department prepare a computer with the appropriate software installed l Allowing the employee to sign up for benefits, including company-sponsored health care HR requests that you implement the benefits enrollment portion of the onboarding process as a separate case. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Create two new case types: one for onboarding cases, and the other for benefits enrollment cases. Configure the life cycle of each case to complete the processes that HR must perform. In addition, configure the Onboarding case type to automatically create a benefits enrollment child case as part of the onboarding process. Onboarding 89 ©2017 Pegasystems Inc. Benefits Enrollment Detailed steps Create the Onboarding case type Create a case type to describe the onboarding process. 90 ©2017 Pegasystems Inc. 1. In Designer Studio, open the Cases Explorer. 2. Click Add a case type. The Add case type dialog opens. 3. In the Name field, enter Onboarding. 4. Click Submit. The Add case type dialog closes, and the Onboarding case type now appears in the Cases Explorer. Create the Benefits Enrollment case type as a child case for Onboarding Create a case type to describe the benefits enrollment process. Create the case type as a child case of the onboarding process, to make completion of an onboarding case dependent upon completing a benefits enrollment case. 1. In the Cases Explorer, right-click Onboarding and select Add a child case type. The Add case type dialog opens. 2. Select New case type. 3. In the Name field Benefits Enrollment. 91 ©2017 Pegasystems Inc. 4. Click Submit. The Add case type dialog closes and the Benefits Enrollment case type now appears under the Onboarding case type in the Cases Explorer. Add stages to the life cycle of the Benefits Enrollment case type Add stages to describe the life cycle of a benefits enrollment case. 1. In the Case Designer, click Life cycle. 2. Click Add stages. A case life cycle with one stage opens. 3. In the field on the default stage, enter Covered Parties. 4. Click +Add stage. A second stage appears to the right of the first stage. 5. In the field on the second stage, enter Insurance Selection. 6. Click +Add stage. A third stage appears to the right of the second stage. 7. In the field on the third stage, enter Review Selections. 92 ©2017 Pegasystems Inc. 8. Click Got it. The Stage Properties panel opens. 9. Select the Covered Parties stage. 10. In the properties panel, select Automatically move to the next stage. 11. Select the Insurance Selection stage. 12. In the properties panel, select Automatically move to the next stage. 13. Select the Review Selections stage. 14. In the properties panel, select Resolve the case. 15. Click Save. The case life cycle updates to reflect the current stage configuration. Add steps to the life cycle for the Benefits Enrollment case type Add steps to the Benefits Enrollment case type, to represent the tasks and actions performed to process a benefits enrollment case. 1. In the Case Designer, in the lower right corner, click Add processes?. The Case Designer displays an image explaining the use of processes in an application. 93 ©2017 Pegasystems Inc. 2. Click Add processes. The case life cycle appears, with links in each stage to add processes. 3. Under the Covered Parties stage, click + Add process. A process with one step appears under the Covered parties stage. 4. Click Got it. 5. In the highlighted field, enter Select Participants. 6. Select the first step in the process and enter Confirm Employee Details. 7. Under the Confirm Employee Details step, click + Add step. A pop-up opens to select the type of step to add. 8. Select Collect Information. A second step with an empty field is added to the process. 94 ©2017 Pegasystems Inc. 9. In the empty field, enter Identify Dependents. 10. Under the Insurance Selection stage, click + Add process. 11. Repeat steps 5-9 to create a process named Select Insurance Plans with three steps: Select Medical Coverage, Select Dental Coverage, and Select Vision Coverage. 12. Under the Review Selections stage, click + Add process. 13. Click Save. Add stages to the life cycle for the Onboarding case type Add stages to describe the life cycle of an onboarding case. 1. In the Cases Explorer, click Onboarding. The Onboarding case opens in the Case Designer and displays the Life cycle tab. 2. Click Add stages. A case life cycle with one stage opens. 3. In the field on the default stage, enter Pre-arrival Setup. 4. Click +Add stage. A second stage appears to the right of the first stage. 5. In the field on the second stage, enter Equipment Selection. 6. Click +Add stage. A third stage appears to the right of the second stage. 7. In the field on the third stage, enter Benefits Enrollment. 95 ©2017 Pegasystems Inc. 8. Click Got it. The Stage Properties panel opens. 9. Select the Pre-arrival setup stage. 10. In the properties panel, select Automatically move to the next stage. 11. Select the Equipment Selection stage. 12. In the properties panel, select Automatically move to the next stage. 13. Select the Benefits Enrollment stage. 14. In the properties panel, select Resolve the case. 15. In the Resolution status field, select Resolved-Completed. 16. Click Save. The case life cycle updates to reflect the current stage configuration. Add steps to the life cycle for the Onboarding case type Add steps to the Onboarding case type, to represent the tasks and actions performed to process an onboarding case. 1. In the Case Designer, in the lower right corner, click Add processes?.. 2. Click Add processes. The case life cycle appears, with links in each stage to add processes. 3. Under the Pre-arrival Setup stage, click + Add process. A process with one step appears under the Pre-arrival Setup stage. 4. Click Got it. 5. In the highlighted field, enter Create Employee Record. 6. Select the first step in the process and enter Collect Employee Info. 7. Position the cursor over the Pre-arrival Setup stage. A down arrow icon appears on the stage to indicate the Stage menu. 8. From the Stage menu, select Add process. A second process displays in the Pre-arrival Setup stage. 9. Select the new process. In the highlighted field, enter Send Welcome Packet. 10. Select the first step in the process and enter Identify Home Office. 96 ©2017 Pegasystems Inc. 11. Under the Identify Home Office step, click + Add step. A pop-up opens to select the type of step to add. 12. Click Collect information. A second step is added to the process. 13. In the empty field, enter Select Orientation Plan. 14. Under the Select Orientation Plan step, click + Add step. A pop-up opens to select the type of step to add. 15. Select More > Utilities > Send Email. 16. Click Select. A third step is added to the process. 17. In the highlighted field, enter Send Welcome Packet. 18. Under the Equipment Selection stage, click + Add process. 19. In the highlighted field, enter Facilities Setup. 20. Select the first step in the process and enter Select Seating Location. 21. Under the Select Seating Location step, click + Add step. A pop-up opens to select the type of step to add. 22. Select Collect Information. 23. In the empty field, enter Select Office Equipment. 24. Under the Facilities setup step, click + Add step. A pop-up opens to select the type of step to add. 25. Select Approve/Reject. 26. In the Highlighted field, enter Approve Facilities Setup. 97 ©2017 Pegasystems Inc. 27. Position the cursor over the Equipment selection stage. A down arrow icon appears on the stage to indicate the Stage menu. 28. From the Stage menu, select Add parallel process. A second process displays in the Equipment selection stage. 29. In the highlighted field, enter IT Setup. 30. Repeat steps 20-26 to add three steps to the IT Setup process: Select Hardware, Select Software, and Approve IT Setup. 31. Click Save. 98 ©2017 Pegasystems Inc. Configure the Onboarding case type to create a Benefits Enrollment child case Configure an onboarding case to create a benefits enrollment case as a child case. This requires the user to complete the benefits enrollment case before they can complete the onboarding case. 1. Under the Benefits enrollment stage, click + Add process. 2. Under the Benefits enrollment step, click + Add step. A pop-up opens to select the type of step to add. 3. Select More > Utilities > Create Case(s). 4. Click Select. A second step is added to the process. 5. In the highlighted field, enter Select Benefits. 6. In the properties panel for the Select Benefits step, select Create a child case. 7. From the Case type drop-down field, select Benefits Enrollment. 8. Delete the first step in the process. 9. Click Save. Run through the onboarding process to verify case behavior Test the onboarding case to verify the steps added to the case life cycle. 99 ©2017 Pegasystems Inc. 1. From the +Create menu, select New > Onboarding. The Create view opens. 2. Click Done. The Collect Employee Info form opens. 3. Click Advance this case. The Identify Home Office form opens. 4. Click Advance this case. The Select Orientation Plan form opens. 5. Click Advance this case. The Select Hardware form opens. 6. Click Advance this case. The Select Software form opens. 7. Click Advance this case. The Approval form opens. 8. Click Approve. A confirmation form opens. 9. Under Open Assignments, click Facilities setup (Equipment setup). The Select Seating Location form opens. 10. Click Advance this case. The Select Office Equipment form opens. 11. Click Advance this case. The Approval form opens. 12. Click Approve. The Confirm Employee Details form for the Benefits Enrollment case opens. 13. Click Advance this case. The Identify Dependents form opens. 14. Click Advance this case. The Select Medical Coverage form opens. 15. Click Advance this case. The Select Dental Coverage form opens. 16. Click Advance this case. The Select Vision Coverage form opens. 17. Click Advance this case. The Review Selections form opens. 18. Click Advance this case. A confirmation form opens to confirm that case processing has completed. Skip the Create view when creating an Onboarding case The default configuration for the Onboarding case type is to present the Create view when the user creates a case, before the first step in the case life cycle. This form is not used to create an Onboarding case. Configure the Onboarding case type to skip this form when a user creates an onboarding case. 1. In the Designer Studio, click the Onboarding tab to return to the Onboarding case type in the Case Designer. 2. In the Case Designer, click the Settings tab. 3. On the Settings tab, click General. The General settings panel opens. 4. Under Behavior, click Skip 'Create' view when users create a new case. 100 ©2017 Pegasystems Inc. 5. Click Save to commit your changes to the Onboarding case type. 101 ©2017 Pegasystems Inc. DATA MODEL DESIGN 102 ©2017 Pegasystems Inc. Data elements in Pega applications Exercise: Defining the Onboarding and Benefits Enrollment data models Scenario The HR department has identified information needed to process onboarding and benefits enrollment cases. Both onboarding and benefits enrollment cases must collect information about employees, such as their employment status, manager, and start date. Benefits enrollment cases must collect information about an employee's dependents to begin insurance coverage. Onboarding cases must collect information needed by the Facilities department to assign a seating location in one of TGB's offices. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Create data elements required by the Onboarding and Benefits Enrollment case types. To do this: l Create the following properties for the Onboarding case type only: Remote (True/False) Office (Text) l Add the following properties to the Employee data type: Contractor (True/False) Manager (Text) Start Date (Date) l l Create a Dependents page list and Dependent data type for the Benefits Enrollment case. Create the Relationship property for the Dependent data type with two allowed values: Spouse/Partner Child l Update the Dependent data type to inherit data elements from the standard class Data-Party. Detailed steps 103 ©2017 Pegasystems Inc. Create properties used to describe onboarding cases 1. In the Cases Explorer, click Onboarding. The Onboarding case type opens in the Case Designer. 2. Click the Data model tab. 3. On the Data model tab, click Add field. A row of fields appears on the tab. 4. Under Name, enter Remote employee?. 5. Under ID, enter Remote. 6. From the drop-down list under Type, select Boolean. This completes the definition for the Remote property. 7. Click Add field. 8. Under Name, enter Office. 9. Click Save to commit your changes to the data model for the Onboarding case type. Extend the Employee data class with new properties for onboarding cases 1. In the navigation area, click Data to open the Data Explorer. The Data Explorer displays the set of data types available to the HRApps application. 104 ©2017 Pegasystems Inc. 2. In the Data Explorer, click Employee. The work area displays the Employee data type form. 3. On the Data Model tab of the Employee data type, click Add field. 4. In the left-most field, enter Contractor. 5. from the drop-down list, select Boolean. 105 ©2017 Pegasystems Inc. 6. Click Add field. 7. In the left-most field, enter Manager. 8. From the drop-down list, select Text (Single line). 9. Click Add field. 10. In the left-most field, enter Start Date. 11. From the drop-down list, select Date only. 12. Press the Tab key to exit the drop-down list. The Employee data type form displays the three properties you created. Create the Dependents page list and Dependent data class Create the Dependents page list and Dependent data class to model dependents for benefits enrollment cases. 1. In the Cases Explorer, click Benefits Enrollment. The Benefits Enrollment case type opens in the Case Designer. 2. On the Data Model tab, click Add field. 3. Under Name, enter Dependents. 4. From the Type list, select Field group (list). An empty field and New link are displayed under Options. 5. Click New . A pop-up appears to define the data class. 6. In the pop-up, in the first field enter Dependent. 7. Expand Advanced. 8. In the Parent class field, enter TGB-HRApps-Data. 106 ©2017 Pegasystems Inc. 9. Click Submit. The pop-up closes and the definition of the Dependents property updates. Add the Relationship property to the Dependent data class 1. Click Actions and select Refresh. The Case Designer refreshes and returns to the Life cycle tab. 2. Click the Data model tab. 3. In the Options column, click Dependent. The Dependent data type form appears. 4. Click Add field. 5. Under Name, enter Relationship. 6. From the drop-down list under Type, select Picklist. 7. Click the gear icon for the Relationship row. The Edit options pop-up opens. 8. Under List choices, enter Spouse/Partner. 9. Click + Add choice. 107 ©2017 Pegasystems Inc. 10. Under List choices, enter Child. 11. Click Submit. The Edit options pop-up closes. Update the inheritance for the Dependent data class Update the Dependent data class to reference the standard class Data-Party as a parent class for directed inheritance. This allows the Dependent class to reuse properties defined in the class DataParty. 1. In the Navigation area, switch to the Application Explorer. 2. In the Application Explorer, expand BenefitsEnrollment > Data Model > Property. 3. In the Application Explorer, click the Dependents property. The Dependents property record opens. 4. Next to the Page definition field, click the crosshair icon. The Dependent class record opens. 5. Under Class inheritance, in the Parent class (Directed) field, enter Data-Party. 6. Click Save. The Dependent data class now inherits any properties defined for the class Data-Party. 108 ©2017 Pegasystems Inc. Setting property values automatically Exercise: Initializing the list of dependents for married or partnered employees Scenario As part of the benefit enrollment process, employees identify their dependents — family members who are to be covered by a company-sponsored health plan. If an employee is married or partnered, the human resources (HR) department wants to automatically add an entry to the list of dependents for the employee's covered spouse. Role Operator ID Password System Architect SA@TGB rules Your assignment Add a list of dependents to the Identify Dependents step of a benefits enrollment case. Allow users to identify the marital status of a new employee during a benefits enrollment case. If the employee is married or partnered, add an entry to the list of dependents for the employee's spouse or partner. To do this: l l l l l Create a Marital Status property in the Benefits Enrollment case. Add to the property a list with two values: Single and Married/Partnered. Add the Marital Status property to the Confirm Employee Details step of the Benefits Enrollment case life cycle. Create a data transform named Initialize Spouse in the Benefits Enrollment class. Configure the data transform to set the value of the Relationship property in the first row of the Dependents page list to Spouse/Partner when the employee selects Married/Partnered as the marital status. Add the Dependents page list to the Identify Dependents step of the Benefits Enrollment case life cycle. Add the data transform to the Confirm Employee Details connector in the Select Participants process. Detailed steps 109 ©2017 Pegasystems Inc. Create a property to track marital status for benefits enrollment cases Create a property to record the marital status of the employee. Provide two options in a list for the user to choose from: Single and Married/Partnered. 1. In the Cases Explorer, click Benefits Enrollment. The Benefits Enrollment case type opens in the Case Designer. 2. Click the Data model tab. 3. Click Add field. 4. Under Name, enter Marital status. 5. From the Type drop-down, select Picklist. 6. Click the gear icon. The Edit options pop-up opens. 7. In the Edit options pop-up, under List Choices, enter Single. 8. Click +Add choice. A second field appears under List Choices. 9. Under List Choices, enter Married/Partnered. 10. Click Submit. The Edit Options pop-up closes. 11. Click Save to commit your changes to the Benefits Enrollment data model. Add the Marital status property to the Confirm Employee Details form Add the Marital status property to the UI for the Confirm Employee Details step. 1. In the Case Designer, click the Life cycle tab. 2. Select the Confirm Employee Details step. 3. Click Configure view . The View Configuration dialog opens. 110 ©2017 Pegasystems Inc. 4. Under Fields, enter or select Marital status. 5. Click Submit. The View Configuration dialog closes. Initialize the Dependents page list if the employee is married Configure a data transform to set the value of Relationship in the first row of the Dependents page list to Spouse/Partner if the employee is married or partnered. 1. In the Application Explorer, expand Benefits Enrollment > Data Model. 2. Under Benefits Enrollment, right-click Data Model and select +Create > Data Transform. The New Record form appears. 3. In the Label field, enter Initialize spouse. 4. Click Create and open. The Data Transform rule form appears. 5. Under Action, in the drop-down list, select When. A second row appears on the rule form. 6. In the top row, under Target, enter .MaritalStatus == "Married/Partnered". 7. In the second row, under Target, enter or select .Dependents(1).Relationship. 8. Under Source, enter "Spouse/Partner". 9. Click Save. 111 ©2017 Pegasystems Inc. Add the Dependents page list to the Identify Dependents step of the Benefits Enrollment case life cycle Add the Dependents page list to the Identify Dependents step to test your changes and verify that the value of Relationship in the first row of the list is set to Spouse/Partner if the employee selects a marital status of Married/Partnered. 1. Click the Benefits Enrollment tab to return to the Benefits Enrollment case type. 2. In the Case Designer, click the Life cycle tab to display the life cycle for the Benefits Enrollment case type. 3. Select the Identify Dependents step. 4. Click Configure view . The View Configuration dialog opens. 5. Under Fields, enter or select Dependents. 6. Press Tab to exit the field. A row of fields appears under the Dependents row. 7. Click +Add field to Dependents. 8. In the empty field under Relationship, enter or select First Name. 9. Click +Add field to Dependents. 10. In the empty field under Relationship, enter or select Last Name. 11. Grab the selection handle for the Relationship row, and drag the row below the Last Name row. 12. Click Submit. The View Configuration dialog closes. 112 ©2017 Pegasystems Inc. Add the data transform to the Select Participants process Configure the Select Participants process to run the InitializeSpouse data transform after a user completes the Confirm Employee Details assignment. Note: When completing this part of the exercise, be sure to check in any rules that you check out to edit. This ensures that your exercise environment behaves as expected in later exercises. Failure to check in any rules that you check out may cause other exercises to return errors. 1. On the Life cycle tab of the Benefits Enrollment case type, select the Select Participants process. 2. Click Open process. The Select Participants flow rule opens. 3. Double-click the connector labeled Confirm Employee Details. The Connector properties panel opens. 4. In the Connector properties panel, under Set properties, select Apply Data Transform. 5. In the Data transform field, enter or select InitializeSpouse. 6. Click Submit. A clipboard icon appears on the Confirm Employee Details connector. 7. Click Save to save the flow rule. 8. Click the Benefits Enrollment tab to return to the Case Designer. 9. Click Save to save the case type. Test your changes Create a benefits enrollment case to test that the relationship listed in the first row of the Dependents list is set to Spouse/Partner if the user selects a marital status of Married/Partnered. 1. From the Case Designer, click Run. The New: Benefits Enrollment form opens. 2. Click Done. The Collect Employee Details form opens. 3. On the Confirm Employee Details form, from the Marital Status field, select Married/Partnered. 4. Click Submit. 113 ©2017 Pegasystems Inc. 5. On the Identify Dependents form, verify that the Dependents list contains one row, and that in this row, the drop-down list in the Relationship column has been set to Spouse/Partner. 114 ©2017 Pegasystems Inc. Setting property values declaratively Exercise: Automatically updating the total cost of benefits Scenario During the benefits enrollment process, employees select a medical insurance plan, dental insurance plan, and vision insurance plan offered by the company. To make affordable choices, employees need to know the combined cost of their selections. To help employees select affordable options, HR wants benefits enrollment cases to calculate the total of insurance and display the total during the coverage selection process. Role Operator ID Password System Architect SA@TGB rules Your assignment Add a total cost to each of the coverage selection forms and the Review Selections form. To do this: l l Create a property named "Total benefit cost" to store decimal data. Create a page property for each benefit type to record the employee cost of each insurance plan. MedicalPlan (TGB-HRApps-Data-HRPlan) DentalPlan (TGB-HRApps-Data-HRPlan) VisionPlan (TGB-HRApps-Data-HRPlan) The data class TGB-HRApps-Data-HRPlan has already been created by another system architect. This data class contains properties to describe insurance plans, including a property to store the cost paid by the employee for coverage (.EmployeeCost). l l Create a declare expression for the Total benefit cost property to calculate the total benefit cost as the sum of the employee cost (.EmployeeCost) for each plan. Add the Total benefit cost property to the following four assignments in the Benefits Enrollment case life cycle. Select Medical Coverage Select Dental Coverage Select Vision Coverage Review Selections Detailed steps 115 ©2017 Pegasystems Inc. Create the Total benefit cost property for benefit enrollment cases Create a property to store the total cost of benefits selected by the user. 1. In the Cases Explorer, click Benefits Enrollment. The Benefits Enrollment case type opens in the Case Designer. 2. In the Case Designer, click the Data model tab. The Case Designer displays the data model for the Benefits Enrollment case type. 3. Click Add field. A new row is added to the list of peroperties. 4. Under Name, in the field enter Total benefit cost. 5. Under Type, from the drop-down list select Currency. 6. Click Save to create the Total benefit cost property for the Benefits Enrollment case type. 116 ©2017 Pegasystems Inc. Create page properties for medical, dental, and vision plans to access the employee cost property for each plan Create page properties for medical plan, dental plan, and vision plan information. Configure each page to reference the HRPlans data type. The HRPlans data type contains properties to store information about insurance plans, including the cost of an insurance plan. 1. On the Data model tab of the Benefits Enrollment case type click Add field. A row of empty fields is added to the property list. 2. Under Name, in the field enter Medical plan. 3. Under Type, from the drop-down list select Field group. A field and New link are added to the Options column. 4. Under Options, in the field enter or select TGB-HRApps-Data-HRPlan. 5. Click Add field. A row of empty fields is added to the property list. 6. Under Name, in the field enter Dental plan. 7. Under Type, from the drop-down list select Field group. A field and New link are added to the Options column. 8. Under Options, in the field enter or select TGB-HRApps-Data-HRPlan. 9. Click Add field. A row of empty fields is added to the property list. 10. Under Name, in the field enter Vision plan. 11. Under Type, from the drop-down list select Field group. A field and New link are added to the Options column. 12. Under Options, in the field enter or select TGB-HRApps-Data-HRPlan. 13. Click Save to create the Medical plan, Dental plan, and Vision plan pages. These pages reference the HRPlans data type, which contains a property that stores the value of an insurance coverage plan. Create a declare expression rule for the Total benefit cost property Create a declare expression to calculate the total benefit cost as the sum of the employee cost of the selected medical plan, dental plan, and vision plan. 1. In Designer Studio, click the Application Explorer. 2. In the Application Explorer, expand Benefits Enrollment > Data Model > Property. 117 ©2017 Pegasystems Inc. 3. Right-click TotalBenefitCost and select Define Expression. The New Record form appears. If the TotalBenefitCost property does not appear in the Application Explorer, open the Application Explorer menu and select Refresh App Explorer. 4. In the Label field, enter Benefit cost calculation. 5. Click Create and open. The Declare Expressions rule form appears. 6. In the field to the right of the Value of drop-down list, enter .MedicalPlan.EmployeeCost + .DentalPlan.EmployeeCost + .VisionPlan.EmployeeCost. Note: .EmployeeCost is the property in the TGB-HRApps-Data-HRPlan data class that stores the value of an insurance coverage plan. 7. Click Save. Test the declare expression calculation Test the declare expression to verify that the calculation computes as expected. 1. From the Actions menu, select Run. A dialog appears, displaying the Total benefit cost calculation as a tree structure. 118 ©2017 Pegasystems Inc. 2. In the expression tree, select the first Employee cost = node. Under the Display section, an Employee Cost field appears. 3. In the Employee Cost field, enter 50.32. 4. Click Update. The expression tree updates to reflect the entered value. 5. Repeat steps 2-4 for the remaining two nodes. For Employee Cost = values, enter 31.30 and 17.50. 119 ©2017 Pegasystems Inc. Add the Total benefit cost property to each of the insurance selection forms and the Review Selections form Add the total benefit cost to the Select Medical Coverage, Select Dental Coverage, Select Vision Coverage, and Review Selections forms. This displays the total cost of the benefits selected by the user on each form. 1. In the Case Designer, open the Benefits Enrollment case. 2. On the Benefits Enrollment case, click the Life cycle tab to return to the benefits enrollment case life cycle. 3. In the In the Insurance selection stage, select the Select Medical Coverage step. 4. In the properties panel for the step, click Configure view . The View Configuration dialog appears. 5. On the Fields tab, in the leftmost field, enter or select Total benefit cost. 6. Press Tab to exit the field. The contents of the form update to reflect the property details. 7. Click Submit. The View Configuration dialog closes. 8. Repeat steps 3-7 for the remaining two insurance selection forms, and for the Review Selections form. 9. Click Save to commit your changes to the Benefits Enrollment case type. Test your changes Create a benefits enrollment case to test your configuration. 1. Create a benefits enrollment case. 2. Verify that the Total benefit cost property appears on each of the insurance selection forms and the 120 ©2017 Pegasystems Inc. Review Selections form. Note: The .TotalBenefitCost property is calculated and displays read-only, so no field appears on any of the forms. Since the value of the property is defined as the sum of three properties that also do not appear on any forms, no value is calculated for the total benefit cost. In an upcoming exercise, you address this issue by adding fields for the insurance plan information to each form. 121 ©2017 Pegasystems Inc. Passing data to another case Exercise: Passing data to another case Scenario The human resources (HR) department needs to reduce their data entry work. The HR manager is requesting that the candidate data from the onboarding forms automatically populate the benefits enrollment form. Role Operator ID Password System Architect SA@TGB rules Your assignment Configure the onboarding case type to automatically copy employee data to the benefits enrollment child case when creating the benefits enrollment case. Add fields to the Collect Employee Info form to allow users to enter values for the properties on the Employee page. Detailed steps 1. Open the Case Explorer. 2. Select the Onboarding case type. 3. Open the Settings tab. 4. On the Settings tab, click Data propagation. 5. Expand the Into Benefits Enrollment area. 6. Under Into Benefits Enrollment, click the Add property link. A pop-up appears to allow you to configure data propagation from the onboarding case to a benefits enrollment case. 7. In the pop-up, under Propagate property value, enter or select Employee. 8. Under To property value, enter or select Employee. 9. Click OK to dismiss the pop-up. 10. Click Save to commit your changes to the data propagation configuration for the Onboarding case 122 ©2017 Pegasystems Inc. type. Configure the Collect Employee Info form to collect properties needed for data propagation Add properties to the Collect Employee Info form to collect the data to copy from an onboarding case to a benefits enrollment case. 1. On the Onboarding tab in the Case Designer, click the Life cycle tab. 2. In the Onboarding case life cycle, click the Collect Employee Info step. 3. Click Configure View . The View Configuration dialog opens. 4. In the empty text box under Fields, enter or select Employee. 5. Press the Tab key. A set of fields appears under Employee. 123 ©2017 Pegasystems Inc. Note: If Pega does not display the set of fields under Employee, skip to step 14 and add the fields shown in the screenshot. 6. Hover over the selection rectangle for the Start date field, then press the mouse button to select the field. 7. Drag the mouse cursor under the Contractor field, then release the mouse button. 8. Select the selection rectangle for the First name field and drag the field below the Start date field. 9. Select the selection rectangle for the Last name field and drag the field below the First name field. 10. Select the selection rectangle for the Email field and drag the field below the Last name field. 124 ©2017 Pegasystems Inc. 11. To the right of the Department row, click the Delete icon. The row is removed from the list of fields. 12. To the right of the Employee ID row, click the Delete icon. The row is removed from the list of fields. 13. To the right of the HR Business Partner row, click the Delete icon. The row is removed from the list of fields. 14. To the right of the SSN row, click the Delete icon. The row is removed from the list of fields. 125 ©2017 Pegasystems Inc. 15. Click Submit. The View Configuration dialog closes. 16. Click Save to commit your changes to the Onboarding case type. Note: The benefits enrollment case type is not configured to display employee information, so you cannot verify your changes solely by creating and processing an onboarding case. The next lesson covers how to view case data that is not displayed on a form by using the Clipboard tool. 126 ©2017 Pegasystems Inc. Reviewing application data Exercise: Reviewing case data on the clipboard Scenario You have configured data propagation for the onboarding case to copy employee information to the benefits enrollment case. To verify that the benefits enrollment case contains the correct information, your manager has asked you to go through the onboarding process and verify that the data propagation works as expected. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Review case data on the clipboard to ensure that the data propagation you configured works as expected. To do this: l Create an onboarding case, and provide employee information on the Collect Employee Info form. l Continue through the Onboarding process to create a benefits enrollment case. l After you create the benefits enrollment case, use the Clipboard tool to verify that data on the Employee page for the Benefits Enrollment case matches your entries on the Collect Employee Info form. Detailed steps Create an onboarding case, and verify that the contents of the Employee page are copied to the benefits enrollment case when the case is created. 1. From the +Create menu, select New > Onboarding to create a new onboarding case. 2. On the Collect Employee Info form, enter data into each of the fields using the information in the following example. 127 ©2017 Pegasystems Inc. 3. Click Submit to advance to the Identify Home Office form. 4. Click Submit to advance to the Select Orientation Plan form. 5. Click Submit to advance to the Select Hardware form. 6. Click Advance this case to advance to the Select Software form. 7. Click Advance this case. A confirmation form is displayed to inform you that the case has been routed for approval. 8. Under Open assignments, click Please approve or reject this Approval to advance to the Approval form. 9. Click Approve. A confirmation form is displayed. 10. Under Open Assignments, click Facilities Setup (Equipment Selection) to advance to the Select 128 ©2017 Pegasystems Inc. Seating Location form. 11. Click Submit to advance to the Select Office Equipment form. 12. Click Advance this case. A confirmation form is displayed to inform you that the case has been routed for approval. 13. Under Open assignments, click Facilities Setup (Equipment Selection) to advance to the Approval form. 14. Click Approve to advance to the Confirm Employee Details form for the benefits enrollment child case. 15. On the Developer toolbar, click Clipboard. The Clipboard tool opens in a new window. 16. In the left pane of the Clipboard tool, in the User Pages section expand pyWorkPage. 17. Under pyWorkPage, select Employee (TGB-HRApps-Data-Employee). The contents of the Employee page are displayed in the right pane of the Clipboard tool. 129 ©2017 Pegasystems Inc. 18. Verify that the contents of the Employee page match the values you entered in step 2. 130 ©2017 Pegasystems Inc. PROCESS DESIGN 131 ©2017 Pegasystems Inc. Configuring a work party Exercise: Creating an employee work party Scenario The human resources (HR) department sends each new employee a welcome email as part of the onboarding process. To address this email, you must add the employee to the onboarding case as a work party. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Add the new employee to an onboarding case as a party to the case, and populate the work party with employee information from the Create Employee Info form. To do this: l l l Define the Employee work party on the work parties rule for the Onboarding case. Create a data transform named EmployeeParty to populate the work party with identifying information. Configure the Create Employee Record process to call the addWorkObjectParty API activity and add the Employee work party to the Onboarding case. Detailed steps Create the Employee party in the pyCaseManagementDefault work parties rule Create a work party to represent the employee in an onboarding case. 1. In the Application Explorer, expand Onboarding > Process > Work Parties. 2. Click pyCaseManagementDefault. The pyCaseManagementDefault work parties rule opens. 3. In the "List of valid parties" section of the rule form, click the Add a row icon. 4. In the new row, under Party Name, enter Employee. 5. Under Party Class, select or enter TGB-HRApps-Data-Employee. 6. Under Party Prompt, enter New hire. 132 ©2017 Pegasystems Inc. 7. Under Data Transform, enter EmployeeParty. Create the EmployeeParty data transform to copy data to the work party Create a data transform to copy property values from the onboarding case to the Employee work party, 1. Click the crosshair icon to the right of the Data Transform field to create the EmployeeParty data transform. The New Record form opens. 2. In the New Record form, click Create and open to create the data transform. The Data Transform rule form opens. 3. In the first row of the data transform, under Target, enter or select .pxPartyRole. 4. Under Source, enter "Employee". 5. Click the Add a row icon to create three additional rows. 6. Complete each empty row on the data transform using the values in the following table. Action Set Target .pyEmail1 Source pyWorkPage.Employee.Email Set .pyFirstName pyWorkPage.Employee.FirstName Set .pyLastName pyWorkPage.Employee.LastName 7. Click Save to save the data transform. Note the errors that occur. 133 ©2017 Pegasystems Inc. Note: These errors occur because the context of the source properties is unknown. To resolve this issue, add a reference for pyWorkPage on the Pages & Classes tab of the data transform. 8. Click the Pages & Classes tab to specify the class for the page pyWorkPage. 9. Under Page name, enter pyWorkPage. 10. Under Class, enter or select TGB-HRApps-Work-Onboarding. 11. On the data transform rule form, click the Definition tab. 12. Click Save to save the data transform. Note that the data transform saves with no errors. 13. Return to the pyCaseManagementDefaults work parties rule. 14. Click Save. Add the addWorkObjectParty activity to the Create Employee Record process Add the API activity addWorkObjectParty to the Create Employee Record process to create the Employee work party automatically. 1. In the Case Designer, select the Create Employee Record process, then click Open Process. 2. Add a utility shape to the process, after the Collect Employee Info assignment. 134 ©2017 Pegasystems Inc. 3. Double-click the utility shape to open the Properties panel. 4. In the Utility field, enter Create Employee Work Party. 5. In the Rule field, enter addWorkObjectParty. 6. Press the Tab key to add the activity parameters to the Properties panel. 7. In the PartyRole field, enter Employee to add the Employee work party to the case. 8. In the PartyClass field, enter TGB-HRApps-Data-Employee. 9. In the PartyModel field, enter EmployeeParty. 135 ©2017 Pegasystems Inc. 10. Click Submit to close the Properties panel. 11. Click Save to save the flow. Note: Model is an older name for a data transform rule. Test your changes Create a new onboarding case to confirm that the Employee work party is created automatically after the user completes the Collect Employee Info assignment. 1. From the Create menu, select New > Onboarding. 2. Complete the Collect Employee Info form. 3. Click Submit to submit the form. The Identify Home Office form opens. 4. In the Participants section, verify that the application created the Employee party. 5. On the Developer toolbar, click Clipboard. The Clipboard tool opens. 6. In the Clipboard tool, under User Pages, expand pyWorkPage > pyWorkParty. 7. Select pyWorkParty(Employee) and verify that the information you entered on the Collect Employee Info form was added to the Employee work party. Note: The Employee work party includes information you did not copy with your data transform. Pega automatically adds additional information to the work party by using rules defined in the Data-Party class. 136 ©2017 Pegasystems Inc. Configuring a service level agreement Exercise: Establish a service level agreement for the Select Orientation Plan assignment Scenario As part of the onboarding process, managers must identify an orientation plan for each new employee. During the onboarding process, HR selects one or more orientation courses for the employee. To ensure that HR can enroll the new employee in the selected courses, the orientation plan for an employee must be completed within two days, and preferably within one day. If the HR partner assigned to the onboarding case fails to complete the assignment within two days, a reminder email is sent to the HR partner every day until the assignment is completed. The following table provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Add a service level agreement to the Select Orientation Plan assignment of the Onboarding case type. Configure the service level agreement to remind HR partners to select orientation courses for the employee in a timely manner by configuring: l A goal interval of one day. l A deadline of two days. l A repeating action for late assignments to send a reminder email to the HR partner. Detailed steps Configure a service level agreement for the Select Orientation Plan assignment. For this service level agreement: l Configure an initial urgency of 20. l Configure a goal interval of one day, with an urgency of 10. l Configure a deadline interval of two days, with an urgency of 10. l l Configure a passed deadline interval of one day, with an urgency of 10 and no limit on the number of events. Add an escalation action to notify the assignee upon completion of each passed deadline interval. 137 ©2017 Pegasystems Inc. Create the service level agreement for the Select Orientation Plan 1. In the Cases Explorer, select Onboarding. The Onboarding case type opens in the Case Designer. 2. In the Pre-arrival stage of the Benefits Enrollment case life cycle, click the Select Orientation Plan step. The properties panel for the step opens to the right of the case life cycle. 3. In the properties panel, click the Goal & deadline tab. 4. Select the Consider goal and deadline check box. The properties panel updates to display goal and deadline configuration options. 5. From the Service level agreement drop-down list, select Use existing. An empty field is displayed below the drop-down list. 6. In the empty field, enter SelectOrientationPlan. 7. Click the crosshair icon to the right of the field. The New Record form opens. 8. Click Create and open. The Service Level Agreement rule form opens. Configure intervals and urgency adjustments for the service level agreement 1. In the Inital Urgency field, enter 20. 2. In the Goal section, under Days, enter 1. 3. Under Amount to increase urgency, enter 10. 138 ©2017 Pegasystems Inc. 4. In the Deadline section, under Days enter 2. 5. Under Amount to increase urgency, enter 10. 6. In the Passed Deadline section, clear the contents of the Limit passed deadline events to field. 7. Under Days, enter 1. 8. Under Amount to increase urgency, enter 10. 9. Under Actions, click Select Action. The Perform Action drop-down list is displayed for the Passed Deadline interval. 10. From the Perform Action drop-down list, select Notify Assignee. 11. Click Save. 139 ©2017 Pegasystems Inc. 12. In Designer Studio, click the Onboarding tab. Designer Studio returns to the case life cycle for the Onboarding case. 13. Click Save. Test your changes 1. From the +Create menu, select New > Onboarding. The Collect Employee Info form opens. 2. Click Submit. The onboarding case advances to the Identify Home Office form. 3. Click Submit. The onboarding case advances to the Select Orientation Plan form. The time remaining in the goal interval is indicated on a green background. The time remaining in the deadline interval is indicated to the right of the user name. 140 ©2017 Pegasystems Inc. Routing assignments Exercise: Routing an assignment Scenario Currently, all IT requests route to the requestor's manager for approval. Management decided that the IT department is better qualified to analyze IT requests. The organization decided that users in the IT workgroup are better qualified to analyze IT requests. All IT requests will go to the IT workbasket (IT@TGB). IT members can access the requests in this workbasket. Role Operator ID Password System Architect SA@TGB rules Your assignment Update the application to ensure that IT requests route to the IT workgroup (IT@TGB), rather than to the operator's reporting manager. To support the requirement, route assignments to the IT@TGB workbasket in the Approve IT Setup approval flow. Specify the IT@TGB workbasket in the Approve IT Setup approval flow router setting. Detailed steps To update the router setting in the Approve IT Setup, follow these steps: 1. From the Onboarding case life cycle, open the IT Setup process. 2. Right-click the Approve IT Setup SmartShape. 3. Select View Properties. 4. In the Approve IT Setup properties panel, do the following: a. In the Approval to be completed by field, select Work Basket. 141 ©2017 Pegasystems Inc. b. In the autocomplete field, under the Approval to be completed label, select IT@TGB. 5. In the property panel, click Submit. 6. Save the IT Setup flow. 142 ©2017 Pegasystems Inc. Configuring correspondence Exercise: Sending a welcome email to new employees Scenario As part of the onboarding process, TGB sends each new employee a welcome email. This email contains the start date, manager, and home office for the employee. The email also provides information about paperwork that the employee must bring on the first day. The following table provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Create the welcome email to send to new employees during the onboarding process. Detailed steps To accomplish this task, create a correspondence rule named WelcomeEmail. The WelcomeEmail correspondence rule contains the content of the email. Add to the welcome message references for the following properties: l First name (.Employee.FirstName) l Office (.Office) l Start date (.Employee.StartDate) l Manager (.Employee.Manager) Then, reference the WelcomeEmail correspondence rule on the Send Welcome Email step in the Onboarding case life cycle. For a recipient, use the Employee work party you created in a previous exercise. Finally, use the Case Designer to add the Office property to the Identify Home Office step. Note: Your exercise environment is not configured to send email correspondence. During this exercise, you may notice that the attached email indicates an exception error. This exception results from the application being unable to send the email in the exercise environment. You can ignore this error. Create the WelcomeEmail correspondence rule Create the correspondence rule to send as an email. 143 ©2017 Pegasystems Inc. 1. In the Application Explorer, expand Onboarding. 2. Right-click Process and select +Create > Correspondence. The New Record form opens. 3. In the Label field, enter Welcome email. 4. In the Correspondence Type field, press the down arrow and select Email. 5. Click Create and open. The Correspondence rule form opens. Create the contents of the Welcome email Enter the contents of the email on the correspondence rule form. Add property references to customize the email with details from the onboarding case. 1. In the Correspondence rule form editor, enter the following text: Dear FirstName, Welcome to TGB. As discussed in our previous conversation, your first day at TGB will be StartDate. On your first day, please arrive at Reception in our Office office no later than 9AM. You will be greeted by your manager, Manager, who will escort you to your orientation session. You will attend New Hire Orientation for your first week at TGB. Please bring two forms of identification, as specified in the attached document, and a completed copy of the attached W-2 form. Welcome to TGB! Note: FirstName, StartDate, Office, and Manager are placeholders for property references. Enter these placeholders for now, to indicate where to insert property references in upcoming steps. 2. Select the text FirstName in the text of the email. 3. Click the Insert Property button on the editor toolbar. The Property Parameters dialog opens. 144 ©2017 Pegasystems Inc. 4. In the Name field, enter .Employee.FirstName. 5. Click Save. The Property Parameters dialog closes, and a reference for the First Name property is displayed in the email text. 6. Repeat steps 2-5 to replace the text StartDate, Office, and Manager with property references, as outlined in the following table. Text StartDate Property Reference .Employee.StartDate Office .Office Manager .Employee.Manager 7. Click Save. Your form will look like the following example: 145 ©2017 Pegasystems Inc. Configure the Onboarding case type to send the welcome email Configure the Onboarding case type to send the welcome email to the Employee party at the Send Welcome Packet step. 1. In the Cases Explorer, click Onboarding. The Onboarding case opens in the Case Designer. 2. In the Send Welcome Packet flow, select the Send Welcome Email step. The properties panel for the Send Email utility shape opens to the right of the case life cycle. 3. Under Send to, select Party. The properties panel updates to display a Parties field. 4. In the Parties field, enter or select Employee. 5. In the Subject field, enter Welcome. 146 ©2017 Pegasystems Inc. 6. Under Message, select Correspondence. The properties panel updates to display the Correspondence template field. 7. In the Correspondence template field, enter WelcomeEmail. 8. Click Save to update the Onboarding case type to send the WelcomeEmail email. Add the Office property to a form Add the Office property to the Identify Home Office form to allow users to enter an office. The value that users enter in this field is used to customize the correspondence to the new employee. 1. In the Case Designer, select the Identify Home Office step. The properties panel for the Identify Home Office step opens to the right of the case life cycle, 2. In the properties panel, click Configure view . The View configuration dialog opens. 3. In the View configuration dialog, under Fields enter or select Office. 4. Click Submit. The View configuration dialog closes. 5. In the Case Designer, click Save to commit your changes to the Onboarding case type. Test your changes 1. Create a new Onboarding case. 2. On the Collect Employee Info form, enter data in the fields as shown in the following example. 147 ©2017 Pegasystems Inc. 3. Click Submit. The case advances to the Identify Home Office form. 4. On the Identify Home Office form, in the Office field, enter Berlin. 5. Click Submit. The case advances to the Select Orientation Plan form. 6. Click Submit. Under Attachments, the email generated by the application is listed. 7. Click Welcome to open the email attachment. 8. Verify that the content matches the rule and the data you entered on previous forms in the case. 148 ©2017 Pegasystems Inc. 9. Close the Onboarding case. 149 ©2017 Pegasystems Inc. Circumstancing rules Exercise: Circumstancing the welcome email for contract employees Scenario TGB sends a welcome email to both full-time and contract employees. Unlike full-time employees, contractors have a shorter orientation period — one day — and must provide different paperwork on their first day. You must customize the email sent to contractors to reflect these differences. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Customize a version of the welcome email to send to contract employees to mention that orientation lasts one day, and that the employee must provide a completed copy of the Contract Employee Agreement on their first day of work. To do this, create a circumstanced version of the WelcomeEmail correspondence rule. For a circumstancing condition, test whether the value of the Contract employee property (.Employee.Contractor) is true. Detailed steps Create a circumstanced version of the WelcomeEmail correspondence rule 1. In the Application Explorer, expand Onboarding > Process > Correspondence, then select WelcomeEmail to open the welcome email. 2. Click the pull-down menu on the Save as button, and select Specialize as circumstance. 3. On the Specialize Correspondence form, select Property and Date. 150 ©2017 Pegasystems Inc. 4. In the Property field, select or enter .Employee.Contractor. 5. In the Value field, enter true. 6. Click Create and open. The Correspondence rule form opens. Define the behavior for the circumstance 1. Update the text of the email to read: Dear <<.Employee.FirstName>> , Welcome to TGB. As discussed in our previous conversation, your first day at TGB will be <<.Employee.StartDate>> . On your first day, please arrive at Reception in our <<.Office>> office no later than 9AM. You will be greeted by your manager, <<.Employee.Manager>> , who will escort you to your orientation session. You will attend New Hire Orientation for your first day at TGB. Please bring two forms of identification as specified in the attached document, and a completed copy of the attached Contract Employee Agreement. Welcome to TGB! 2. Click Save. Test your changes by creating a new onboarding case 1. From the Create menu, select New > Onboarding case. 2. On the Collect Employee Info form, select Contractor, then complete the remaining fields on the 151 ©2017 Pegasystems Inc. form. 3. Click Submit. The case advances to the Identify Home Office form. 4. On the Identify Home Office form, in the Office field, enter Berlin. 5. Click Submit. The case advances to the Select Orientation Plan form. 6. On the Select Orientation Plan form, click Submit. 7. Open the attached email and verify that the content matches the circumstanced version of the rule. The attached email should mention that the recipient attends New Hire Orientation for their first day, and that the recipient should bring a completed copy of the Contract Employee Agreement. 152 ©2017 Pegasystems Inc. 8. Close the onboarding case. 153 ©2017 Pegasystems Inc. DECISION DESIGN 154 ©2017 Pegasystems Inc. Configuring when rules Exercise: Skipping facilities setup for remote employees Scenario TGB hires remote employees — employees who do not work in one of the five main TGB offices. The onboarding process for remote employees does not require selecting a seating location or requesting office equipment such as a desk or telephone. The HR department indicates that for these remote employees, onboarding cases skip the Facilities Setup process. Role Operator ID Password System Architect SA@TGB rules Your assignment Identify onboarding cases for remote employees, and skip the Facilities setup for these cases. You can create a When rule to test the value of the .Remote property, and return a true value if the value of the property is "false". Then, use this When rule as a Start when condition on the Facilities Setup process. Detailed steps Create a when rule to identify remote employees 1. Open the Onboarding case type in the Case Designer. 2. Select the Facilities Setup process. 3. In the Process panel, under Start when, enter IsNotRemote, then click the crosshair icon next to 155 ©2017 Pegasystems Inc. the field. Note: Tip: Name When rules to identify the condition that returns a true result. The Facilities Setup process runs only if the employee is not considered remote. 4. On the New Rule form, click Create and open. A new When rule form opens. Define the condition to test if an employee is remote 1. On the Conditions tab of the When rule form, double-click the text [Double click to add condition]. The Condition dialog opens. 2. In the Condition dialog, in the leftmost field, select or enter .Remote. 3. In the rightmost field, enter "false". 156 ©2017 Pegasystems Inc. 4. Click Submit. The Condition dialog closes. 5. Click Save to commit your change to the when rule. Add a check box for the Remote property to the Identify Home Office form 1. Return to the Case Designer. 2. Select the Identify Home Office step. 3. Click Configure view . The View Configuration dialog appears. 4. Click Add field. A row of empty fields is added to the dialog. 5. Under Fields, select the Remote property, which you created in a previous exercise. Note: Confirm that you add the property named Remote, as shown in the following screenshot, rather than creating a new property. 157 ©2017 Pegasystems Inc. 6. Click Submit to save your changes to the form. The View Configuration dialog closes. 7. Click Save to commit your changes to the Onboarding case type. Test your changes 1. Create a new onboarding case. 2. On the Identify Home Office form, click the Remote Employee? check box. 3. Continue to the Equipment Selection stage, and verify that the Facilities Setup process does not run. 158 ©2017 Pegasystems Inc. Configuring decision tables and decision trees Exercise: Configuring a decision table to route Facilities requests Scenario During the onboarding process, the Facilities department must set up a workstation for on-site employees. To avoid delays in the onboarding process, HR wants to ensure that each Facilities request is routed to the correct local office of the Facilities department. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Create a decision table to route a Facilities request to the appropriate workbasket, based upon the home office specified for the employee. Detailed steps Configure a decision table to route the Facilities request to one of the five workbaskets configured for the Facilities department: l Facilities_ATL@TGB (Atlanta home office) l Facilities_BER@TGB (Berlin home office) l Facilities_LON@TGB (London home office) l Facilities_TOK@TGB (Tokyo home office) l Facilities_VAN@TGB (Vancouver home office) Replace the Approve Facilities Setup approval shape with an assignment of the same name — the Approve/Reject step does not support the router you need to use. Configure the assignment to use the ToDecisionTable router, and select the decision table you create as the parameter passed to the router. 159 ©2017 Pegasystems Inc. Create a decision table for routing cases to the correct Facilities workbasket Create a decision table to automate the routing logic for Facilities requests. 1. Open the Application Explorer. 2. Expand Onboarding > Decision. 3. Right-click Decision and select +Create > Decision Table. The New Record form opens. 4. In the Label field, enter Facilities routing. 5. Click Create and open. The decision table rule form opens. Configure the decision table to return a workbasket based on the selected home office Configure the decision table to return the name of the workbasket that corresponds to each TGB office. 1. Under Conditions, click the empty header cell. The Decision Table property chooser dialog opens. 2. In the Property field, enter or select .Office. 3. Click Save. The Decision Table property chooser dialog closes, returning you to the decision table rule form. 4. Under Conditions, click the empty cell and enter "Atlanta". 5. Under Actions, click the empty cell next to the cell containing "Atlanta" and enter "Facilities_ ATL@TGB". 6. In the empty cell in the otherwise row, enter "Facilities@TGB". 7. Click the Insert row before icon four times to create four rows in the decision table for the remaining TGB offices. 8. Enter information in the remaining rows according to the following table. Conditions "Berlin" Actions "Facilities_BER@TGB" "London" "Facilities_LON@TGB" 160 ©2017 Pegasystems Inc. "Tokyo" "Facilities_TOK@TGB" "Vancouver" "Facilities_VAN@TGB" 9. Click Save. The completed decision table should match the following screenshot. Replace the Facilities Approval step with an assignment named Facilities Review Replace the Approve Facilities Setup approval shape with an assignment of the same name — the Approve/Reject step does not support the router you need to use. 1. Open the Cases Explorer. 2. In the Cases Explorer, click Onboarding. The Onboarding case type opens in the Case Designer. 3. Select the Facilities Setup process. The Process properties panel opens to the right of the case life cycle. 4. In the Process properties panel, click Open process. The Facilities Setup flow rule opens. 5. From the Flow Shapes menu, select Assignment and drag an assignment onto the flow editor. 6. Reposition the Select Office Equipment connector so it connects to the assignment you just added to the flow. 161 ©2017 Pegasystems Inc. 7. Add a connector from the assignment to the end shape. 8. Delete the Facilities Approval shape and the connector leading from the Facilities Approval shape to the end shape. 9. Right-click the assignment shape you added, and select View Properties. The Assignment Properties dialog opens. 10. In the Assignment field, enter Facilities Review. 11. Click Submit. 12. Right-click the connector between the Facilities Review assignment and the end shape, and select View Properties. The Connector Properties dialog opens. 13. In the Connector field, enter Approval. 14. In the Flow Action field, enter or select pyApproval. Note: In Pega, a flow action record describes an action that a user can perform to complete an assignment. The pyApproval flow action is a standard action for approving a case. Flow actions are discussed in the lesson Designing a UI form. 15. Click Submit. 16. Click Save to commit your changes to the process. 17. Close the Facilities Setup flow rule. The Designer Studio returns to the Case Designer. 18. From the Actions menu, select Refresh. The life cycle for the Onboarding case type updates to reflect your changes to the Facilities Setup flow rule. 162 ©2017 Pegasystems Inc. Configure the Facilities Review assignment to use the ToDecisionTable router Configure the Facilities Review assignment to use the ToDecisionTable router. Select the decision table you create as the parameter passed to the router. 1. In the Case Designer, select the Facilities Review assignment. The Assignment Properties panel opens on the right side of the Case Designer. 2. Under Route to, select Custom. 3. From the Assignment type drop-down list, select Work queue. 4. In the Router field, enter or select ToDecisionTable. An expanded Parameters section is added to the Assignment Properties panel. 5. Under Parameters, in the DecisionTable field, enter or select FacilitiesRouting. 6. Click Save to commit your changes to the Onboarding case type. 163 ©2017 Pegasystems Inc. Test your changes 1. Create a new Onboarding case. 2. Complete the Collect Employee Info form. 3. Click Submit. The Identify Home Office form appears. 4. In the Office field, enter one of the five valid home office locations: Atlanta, Berlin, London, Tokyo, or Vancouver. Note: If you do not enter one of the five valid office locations, Pega returns an error on the Facilities Review form. 5. Click Submit. 6. Continue to the Facilities Review form. 7. Verify that the Facilities Review assignment was routed to the workbasket that corresponds to the home office you entered in step 4. Home Office Atlanta Workbasket Facilities_ATL@TGB Berlin Facilities_BER@TGB London Facilities_LON@TGB Tokyo Facilities_TOK@TGB Vancouver Facilities_VAN@TGB Note: If you do not enter a home office in step 4, Pega returns an error on the Facilities Review assignment. This error occurs because the routing activity does not process the otherwise result. You can address this problem by preventing the user from submitting the form until they select a home office. The lesson Validating user data presents two approaches to resolving this error. 164 ©2017 Pegasystems Inc. UI DESIGN 165 ©2017 Pegasystems Inc. Designing a UI form Exercise: Configuring Onboarding and Benefits Enrollment UI forms Scenario Now that the data model and business process for the Onboarding and Benefits Enrollment case types are mostly complete, you have begun attending Grooming/Elaboration sessions to design the UI for these case types. You have been asked to configure the UI for the Select Seating Location and Select Orientation Plan forms in the Onboarding case type. You have also been asked to update the Review Selections form for the Benefits Enrollment case type. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Create a reusable Employee Information section containing the following properties: l First Name l Last Name l Manager l Start date Create the Select Seating Location form with the following two properties, then add the Employee Information section to the form: l Office, as a read-only text field l Location, as a drop-down list Create a page list property named Courses for enablement courses. Update the Select Orientation Plan form with a list of course data, then add the Employee Information section to the form. Update the property definition for the Courses page list property to reference a data page containing data about the enablement courses. Update the form for the Review Selections assignment in the Benefits Enrollment case type to add the Employee Information, Confirm Employee Details, and Identify Dependents sections. 166 ©2017 Pegasystems Inc. Note: In this exercise, you update forms that were created by using the Case Designer. When the Case Designer creates a section rule, the suffix "_0" is appended to the name of the section. This allows you to differentiate between sections created by the Case Designer and sections created by system architects. Detailed steps Create the Select Seating Location form Create the Select Seating Location form with two properties: l Office, as a read-only text field l Location, as a drop-down list 1. In the Cases Explorer, click the Onboarding case. The Onboarding case type opens in the Case Designer. 2. Click the Select Seating Location step. The properties panel for the step opens to the right of the case life cycle. 3. Click Configure view . The View Configuration dialog opens. 4. In the View configuration dialog, under Fields, enter or select Office. The Office field is added to the Select Seating Location form. 5. From the right-most drop-down list, select Read-only. 6. Click + Add field. A second row of fields is added to the dialog. 7. In the field labeled Enter field here ..., enter Location. 8. From the drop-down list labeled Text (single line), select Picklist. 167 ©2017 Pegasystems Inc. 9. Click Submit. The View Configuration dialog closes. 10. Click Save to commit your changes to the Onboarding case type. Update the Select Orientation Plan form Update the Select Orientation Plan form to add a repeating list to display course data and remove the Manager field from the form. 1. In the Case Designer, click the Data model tab. 2. On the Data model tab, click Add field. A row of fields displays on the tab. 3. Under Name, enter Courses. 4. From the Type list, select Field group (list). An empty field and a New link are displayed under Options. 5. Under Options, enter or select Courses to reference the Courses data class. 6. Click Save to create the Courses page list property. 7. Click the Life cycle tab. The Case Designer displays the life cycle for the Onboarding case type. 8. In the Case Designer, click the Select Orientation Plan step. The properties panel for the step opens to the right of the case life cycle. 9. Click Configure View . The View configuration dialog opens. 10. In the View configuration dialog, under Fields, enter Courses. 11. Press Tab to exit the field. The View Configuration dialog updates to display the properties defined for the Courses page list property. 12. From the drop-down list to the right of the field containing the field name, select Field group (list). The View Configuration dialog updates to display the properties defined for the Courses page list property. 168 ©2017 Pegasystems Inc. 13. Click and hold the selection handle for the ID property. 14. Drag the cursor above the Description property, then release the mouse button to reorder the properties in the list. 169 ©2017 Pegasystems Inc. 15. Use the selection handle for the Title property to move the Title property above the Description property. 16. Use the selection handle for the Selection flag property to move the property above the ID property. 17. Click Submit. The View configuration dialog closes. 18. Click Save to commit your changes to the Onboarding case type. 170 ©2017 Pegasystems Inc. Update the Courses property to copy data from the data page containing course information Update the Courses property to automatically populate data from a data page that caches course data. 1. In Designer Studio, open the Application Explorer. 2. Expand Onboarding > Data Model > Property and click Courses. The Courses property rule opens. 3. Under Data access, select Copy data from a data page. The Courses rule form updates. 4. In the Data Page field, enter or select D_CoursesList to populate the Courses page list with course data from the data page. 171 ©2017 Pegasystems Inc. 5. Click Save to commit your changes to populate the Select Orientation Plan form with course data. Create a reusable Employee Info section Create a reusable Employee Info section that contains the following properties arranged in two columns. l First Name l Last Name l Manager l Start date 1. In the Application Explorer, use the application scoping control to select TGB-HRApps-DataEmployee. The Application Explorer updates to display the contents of the TGB-HRApps-DataEmployeeclass. 2. Right-click TGB-HRApps-Data-Employee and select Create > User Interface > Section. The New Record form opens. 3. In the Label field, enter Employee information. 4. Click Create and open. The Employee information section rule opens. 5. In the Application Explorer, expand Data Model > Property. 172 ©2017 Pegasystems Inc. 6. Click and hold the selection handle for the FirstName property. 7. Drag the cursor into the existing layout, then release the mouse button. A text input control labeled First name is added to the layout. 8. For the LastName, Manager, and StartDate properties, click the selection handle and drag the cursor from the Application Explorer to the dynamic layout. 9. Click the header for the Dynamic Layout (Default) layout. A gear icon is displayed on the header. 10. Click the gear icon. The Dynamic Layout properties panel opens. 11. From the Layout Format drop-down list, select Inline grid double. 12. Click Submit. The Dynamic Layout properties panel closes and the layout is now presented as two rows of two fields each. 173 ©2017 Pegasystems Inc. 13. Click Save to commit your changes to the Employee Information section. Add the Employee Information section to the Select Seating Location form Update the Select Seating Location form to add the Employee Information section. 1. In the Application Explorer, use the application scoping control to select TGB-HRApps-Work. The Application Explorer updates to display the contents of the TGB-HRApps-Workclass. 2. Expand Onboarding > User Interface > Section and select SelectSeatingLocation_0. The Select Seating Location section rule opens. 3. From the Layout menu, click Layout and hold down the mouse button. 4. Drag the mouse cursor onto the section above the existing layout. An orange line indicates where the layout is added to the section. 5. Release the mouse button. The Set layout type dialog opens. 174 ©2017 Pegasystems Inc. 6. Click OK. A dynamic layout is added to the Select Seating Location section. 7. From the Layout menu, click Section and hold down the mouse button. 8. Drag the mouse cursor into the dynamic layout you just created. 9. Release the mouse button. The Section Include dialog opens. 10. From the Page context drop-down list, select Use clipboard page. The Section Include dialog updates to display the Clipboard page field. 175 ©2017 Pegasystems Inc. 11. In the Class field, enter or select TGB-HRApps-Data-Employee. 12. In the Clipboard page field, enter or select .Employee. 13. In the field to the right of the By name drop-down list, enter or select EmployeeInformation. 14. Click OK. A Section Include layout is added to the Select Seating Location section. 176 ©2017 Pegasystems Inc. 15. Click the Employee Information section inside the dynamic layout. A gear icon is displayed to the right of the section include. 16. Click the Gear icon. The Cell Properties panel opens. 17. Click Presentation. 18. From the Edit options drop-down list, select Read-only (always). 19. Click Submit. The Cell Properties panel closes. 177 ©2017 Pegasystems Inc. 20. Click Save to commit your changes to the Select Orientation Plan form. Update the Select Orientation Plan form Add the Employee Info section to the Select Orientation Plan form. Update the repeating grid to make the selection flag column editable and remove the label from the column header. 1. In the Select Seating Location section, click the header for the dynamic layout that contains the Employee Information section include. A gear icon and check mark icon are displayed in the layout header. 2. Click the check mark icon. The Save Layout as Section dialog opens. 3. In the Purpose field, enter EmployeeInformation. 4. Click Create. The Save Layout as Section dialog closes, and the Select Seating Location section updates to contain a section include for the Employee Information section instead of the dynamic layout. 5. Click Save. 178 ©2017 Pegasystems Inc. 6. In the Application Explorer, expand Onboarding > User Interface > Section and select SelectOrientationPlan_0_Courses. The Select Orientation Plan section rule opens. 7. From the Layout menu, click Section and hold down the mouse button. 8. Drag the mouse cursor onto the section above the existing layout. An orange line indicates where the layout is added to the section. 9. Release the mouse button. The Section Include dialog opens. 10. In the field to the right of the By name drop-down list, enter or select EmployeeInformation. 179 ©2017 Pegasystems Inc. 11. Click OK. The Employee Information section is added to the Select Seating Location section. 12. Click Save. 13. In the repeat grid, click the Selection flag field. A gear icon is displayed next to the field. 180 ©2017 Pegasystems Inc. 14. Click the gear icon to open the Cell Properties dialog. 15. In the Cell Properties dialog, click the Presentation tab. 16. On the Presentation tab, from the Edit options drop-down list select Auto. 17. Click Submit to close the Cell Properties dialog and update the repeat grid. 18. Click the header cell for the Selection flag column. 19. Press the Delete key to delete the label for the column. 20. Click Save to commit your changes to the Select Orientation Plan form. Update the Review Selections form Save the Employee Information section to the TGB-HRApps-Work class for use in the Benefits Enrollment case type. Update the Review Selections form to add the Employee Information, Confirm Employee Details, and Identify Dependents sections. 181 ©2017 Pegasystems Inc. 1. In the Select Orientation Plan section, click the header for the section include. A magnifying glass icon is displayed in the layout header. 2. Click the magnifying glass icon. A warning dialog informs you that changes to the Employee Information section are not reflected in the Select Orientation Plan section until you refresh it. 3. Click OK to dismiss the warning dialog. The Employee Information section rule opens. 4. On the Employee Information section, from the Save as menu, select Specialize by class or ruleset. The Specialize Section form opens. 5. Under Apply to, enter or select TGB-HRApps-Work. 6. Click Create and open. The Employee Information section rule opens. 7. Click Save to create the section rule in the TGB-HRApps-Work class, for use in both the Onboarding and Benefits Enrollment case type. 8. In the Application Explorer, expand Benefits Enrollment > User Interface > Section. 9. Under Section, select ReviewSelections_0. The Review Selections section rule opens. 10. In the Review Selections section rule, open the Layout menu. 11. Position the mouse cursor over Layout and click and hold the mouse button. 12. Drag the cursor onto the Review Selections section, above the Total benefit cost field. An orange line indicates where the layout is added to the section. 13. Release the mouse button. The Set Layout type dialog opens. 14. Click OK to select a dynamic layout. A dynamic layout is added to the section. 15. Repeat steps 10-14 twice, to create two more empty dynamic layouts above the Total benefit cost 182 ©2017 Pegasystems Inc. field. 16. In the Application Explorer, expand TGB-HRApps-Work > User Interface > Section to list all the section rules in the class. 17. Under TGB-HRApps-Work > User Interface > Section, click and hold the selection handle for the EmployeeInformation section rule. 18. Drag the cursor onto the first dynamic layout in the Review Selections section, and position the cursor over the text in the layout. 19. Release the mouse cursor. The dynamic layout displays the Employee Information form. 183 ©2017 Pegasystems Inc. 20. In the Application Explorer, under Benefits Enrollment> User Interface > Section, click and hold the selection handle for the ConfirmEmployeeDetails_0 section rule. 21. Drag the cursor onto the second dynamic layout in the Review Selections section, and position the cursor over the text in the layout. 22. Release the mouse cursor. The dynamic layout displays the Confirm Employee Details form. 23. Click the Marital status drop-down list. A gear icon is displayed to the right of the drop-down list. 24. Click the gear icon. The Cell Properties dialog opens. 25. In the Cell Properties dialog, click the Presentation tab. 26. On the Presentation tab, from the Edit Options drop-down list, select Read-only (always). 27. Click Submit. The Cell Properties dialog closes. 28. In the Application Explorer, under Benefits Enrollment > User Interface > Section, position the mouse cursor over the selection handle for the IdentifyDependents_0 section rule. 29. Click and hold the mouse button, then drag the mouse cursor onto the Review Selections section and into the remaining empty dynamic layout. 30. Release the mouse button to add a section include for the Identify Dependents section. 31. Click the Identify Dependents section. A gear icon is displayed to the right of the drop-down list. 184 ©2017 Pegasystems Inc. 32. Click the gear icon to open the Cell Properties panel. 33. In the Cell Properties dialog, click the Presentation tab. 34. On the Presentation tab, from the Edit Options drop-down list select Read-only (always). 35. Click Submit. The Cell Properties dialog closes. 36. Click Save to commit your changes to the Review Selections form. Test your changes Create a new Onboarding case to test your changes. 1. From the +Create menu, select New > Onboarding. The Collect Employee Info form is displayed. 2. Complete the Collect Employee Info form and click Submit. The Identify Home Office form is displayed. 3. Complete the Identify Home Office form and click Submit. The Select Orientation Plan form is displayed. 185 ©2017 Pegasystems Inc. 4. Click Submit. The Select Hardware form is displayed. 5. Click Advance this case. The Select Software form is displayed. 6. Click Advance this case. A confirmation form is displayed to inform you that the case has been routed for approval. 7. Under Open assignments, click Please approve or reject this Approval to advance to the Approval form. 8. Click Approve. A confirmation form is displayed. 9. Under Open Assignments, click Facilities Setup (Equipment Selection). The Select Seating Location form is displayed. 186 ©2017 Pegasystems Inc. 10. Click Submit. The Select Office Equipment form is displayed. 11. Click Advance this case. A confirmation form is displayed to inform you that the case has been routed for approval. 12. Under Open assignments, click Facilities Setup (Equipment Selection) to advance to the Approval form. 13. Click Approve. The Confirm Employee Details form is displayed. 14. Complete the form and click Submit. The Identify Dependents form is displayed. 15. Click Submit. The Select Medical Coverage form is displayed. 16. Click Submit. The Select Dental Coverage form is displayed. 17. Click Submit. The Select Vision Coverage form is displayed. 18. Click Submit. The Review Selections form is displayed. 187 ©2017 Pegasystems Inc. 19. Click Submit to resolve the case. 188 ©2017 Pegasystems Inc. Reusing text with paragraph rules Exercise: Adding instructions to the insurance plan selection forms Scenario When selecting insurance plans, employees have the option to waive each type of coverage. To remind employees that they can waive medical, dental, or vision coverage, you must add instructions to each of the benefit selection forms. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Add text to each of the benefit selection forms that states, "Select an insurance plan or elect to waive coverage." Detailed steps Create a paragraph rule containing the instructions for the user. Then, add the paragraph to each of the Select Medical Coverage, Select Dental Coverage, and Select Vision Coverage sections. Create a paragraph rule containing instructions for the insurance selection forms 1. In the Application Explorer, right-click Benefits Enrollment and select Create > User Interface > Paragraph. The New Record form opens. 2. In the Label field, enter Select coverage instructions. 3. Click Create and open. The Paragraph rule form opens. 4. In the rich-text editor, enter Select an insurance plan or elect to waive coverage. 189 ©2017 Pegasystems Inc. 5. Click Save to commit your changes. Add the paragraph rule to each of the insurance selection forms 1. In the Application Explorer, expand Benefits Enrollment > User Interface > Section. 2. Click SelectMedicalCoverage_0. 3. From the Layout menu, click and hold the cursor on Layout and drag the layout onto the section rule form above the existing layout. 4. Release the cursor. The Set Layout Type dialog opens. 5. Select Dynamic Layout as the layout type. 6. Click OK. The section form displays an empty layout, above the layout that contains the Total benefit cost property. 7. From the Advanced menu, click and hold the cursor on Paragraph, and drag the paragraph to the empty layout you created. 8. Release the cursor. The dynamic layout displays an empty layout cell. 9. Click the gear icon to the right of the layout cell. The Cell Properties panel opens. 10. In the Paragraph field, enter or select SelectCoverageInstructions. 190 ©2017 Pegasystems Inc. 11. Click Submit. The contents of the paragraph rule display in the layout. 12. Click Save to commit your changes. 13. Optional. Repeat steps 1-12 for the SelectDentalCoverage_0 and SelectVisionCoverage_0 section rules. Test your changes by creating a new benefits enrollment case 1. Open the Cases Explorer. 2. In the Cases Explorer, click Benefits Enrollment. The Case Designer opens and displays the life cycle for the Benefits Enrollment case type. 3. In the Case Designer, click Run. The New: Benefits Enrollment form opens. 4. Click Done. The Confirm Employee Details form opens. 5. Click Submit. The Identify Dependents form opens. 6. Click Submit. The Select Medical Coverage form opens. 7. On the Select Medical Coverage form, verify that the new instructions display on the form. 191 ©2017 Pegasystems Inc. 8. Close the Benefits Enrollment case. The Design Studio returns you to the Case Designer. 192 ©2017 Pegasystems Inc. Configuring responsive UI behavior Exercise: Configuring responsive behavior for orientation courses Scenario New hires participate in a set of orientation sessions as part of the onboarding process. Human resources (HR) is responsible for selecting the courses for new employees based upon their employment status, department, and position. HR has asked that all the columns in the course listing are displayed on a laptop or desktop screen with a width greater than 1024 pixels. For smaller displays, such as a tablet or smart phone, HR wants the course description column hidden to minimize horizontal scrolling. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Configure the course listing to adapt to various screen sizes to minimize horizontal scrolling. To do this: l l In the repeating layout of available courses, set the importance for the Description column to Other. Configure the application skin to drop the Description column for display widths less than or equal to 1024 pixels. Detailed steps Configure responsive behavior on the course listing Configure the section rule to drop the Description column when reaching the responsive breakpoint: 1. In the Application Explorer, under TGB-HRApps-Work, expand Onboarding > User Interface > Section. 2. Click SelectOrientationPlan_0. The Select Orientation Plan section rule opens. 3. Click the Grid Repeat Layout header. A gear icon and a check mark icon are displayed on the header. 193 ©2017 Pegasystems Inc. 4. Click the Gear icon. The Layout Properties dialog opens. 5. Click the Presentation tab. The Layout Properties dialog displays the presentation options for the repeating layout. 6. Responsiveness is enabled by default. Verify that the Responsiveness check box is selected. 7. Note that the Style field displays the Default layout format. 8. Click Submit. The Layout Properties dialog closes. 9. In the Repeat Grid portion of the Grid Repeat layout, click the column selector for the Description column, located above the column. A gear icon is displayed to the right of the column. 194 ©2017 Pegasystems Inc. 10. Click the Gear icon. The Column Properties dialog opens. 11. From the Importance drop-down list, select Other. 12. Click Submit. The Column Properties dialog closes. 13. Click Save. Configure a responsive breakpoint for the layout format Confirm that the skin rule contains a responsive breakpoint defined at 1024 pixels. Verify that this breakpoint is configured to drop any column with importance set to Other. 195 ©2017 Pegasystems Inc. 1. From the application menu, select Open application skin. The HR skin rule opens. 2. On the Component styles tab, click the Down arrow icon to open the style format menu. 3. From the Style format menu tab, under Layouts, select Trees & grids. The skin rule displays the Trees & Grids style format. 4. Under Trees & Grids, click the Inherited tab. 5. On the Inherited tab, select the Default style. The Default style format options are displayed on the skin rule form. Note: The Default style format is the style selected in the Layout Properties panel for the Grid Repeat layout that you configured earlier in the exercise. 6. On the General tab, under Additional styles, click the Enable support for responsive breakpoints check box. A responsive breakpoint is displayed below the check box. 196 ©2017 Pegasystems Inc. 7. Under Breakpoint1, verify that Drop columns with importance 'other' is selected. This is the default setting. 8. The breakpoint is set to 1024 pixels by default. In the max-width field, verify that the value is 1024. 9. Click Save. Test your changes Test the responsive behavior of the orientation courses grid by previewing the section and varying the screen size: 1. Click the SelectOrientationPlan tab. Designer Studio displays the Select Orientation Plan section. 2. From the Actions menu, select Preview . The section is displayed in the Preview: Select Orientation Plan window. 3. Expand the window until the Description column is displayed in the repeating grid. 197 ©2017 Pegasystems Inc. 4. Resize the preview window and verify that the Description column is dropped from the layout when the window width drops below 1024 px. Tip: You can also use Pega Express to preview your changes. To preview the Select Orientation Plan form with Pega Express, perform the following steps. 5. Note the case ID for the Onboarding case you created. 6. In the lower left corner of Designer Studio, click the Switch to Express mode icon. Pega switches from the Designer Studio to the Pega Express portal. 7. In the Pega Express portal, under Recent select the onboarding case you created. 8. In the upper left corner of the Pega Express portal, click the display mode icons to preview the 198 ©2017 Pegasystems Inc. onboarding case at different display sizes. Note: If the display mode icons are not available, you must enable editing mode. To enable editing mode, navigate to the lower right corner of the Pega Express portal and click Turn editing on. 9. In the lower left corner of the Pega Express portal, click the Switch to Designer Studio icon to return to the Designer Studio. 199 ©2017 Pegasystems Inc. Designing a dynamic UI Exercise: Creating the coverage selection UIs Scenario During the benefit enrollment process, new employees have the option of waiving healthcare coverage plans. For each type of coverage — medical, dental, and vision — the employee completes a form by either selecting one of the listed options or waiving coverage. If the new employee elects to waive any type of healthcare coverage, the options for selecting that particular plan should not appear on the form. If the employee selects a coverage plan, the details of that plan should appear on screen, and the total cost of benefits should update accordingly. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Configure the three coverage selection forms for benefits enrollment cases. To do this: l l l Create three true/false properties to identify if a user intends to waive coverage for each type of insurance: Waive Medical, Waive Dental, and Waive Vision. Add a check box for each property to the corresponding insurance selection section form: SelectMedicalCoverage_0, SelectDentalCoverage_0, and SelectVisionCoverage_0. Add a section include on each insurance selection form to include the HealthcareBenefit section in the HRPlan data class. Note: Another system architect created the HRPlan data class for insurance plan data, and created the HealthcareBenefit section to present this information. You must incorporate this section into the forms you create using a section include, then configure your forms to pass the insurance type (medical, dental, or vision) to the section include using a parameter. l l Configure an action set on each coverage selection section to update the display of the section whenever the user clicks the check box to waive insurance coverage. Update the page properties for medical, dental, and vision plans to pass a parameter to only display plan information for the corresponding type of insurance plan. Detailed steps Create properties to capture waived coverage options Create three Boolean properties to allow users to choose whether to waive each type of coverage. 200 ©2017 Pegasystems Inc. 1. In the Cases Explorer, select Benefits Enrollment. The Benefits Enrollment case type opens in the Case Designer. 2. Click the Data model tab. The Case Designer displays the properties used in the Benefits Enrollment case type. 3. Click Add field. A row is added to the Data model tab. 4. Under Name, enter Waive medical 5. Under Type, from the drop-down list select Boolean. 6. Click Add field. 7. Under Name, enter Waive dental. 8. Under Type, from the drop-down list select Boolean. 9. Click Add field. 10. Under Name, enter Waive vision. 11. Under Type, from the drop-down list select Boolean. 12. Click Save. 201 ©2017 Pegasystems Inc. Add each waive coverage property to the coverage selection forms Add the Boolean properties for waiving coverage to the corresponding coverage selection form. 1. In the Application Explorer, expand Benefits Enrollment > User Interface > Section. 2. Click SelectMedicalCoverage_0 to open the Select Medical Coverage section. 3. In the Application Explorer, expand Benefits Enrollment > Data Model > Property. 4. Click and hold the selection handle for the WaiveMedical property. 5. Drag the property onto the Select Medical Coverage section, below the instruction paragraph. 6. Release the mouse button to add the property to the highlighted layout. An unlabeled check box appears in the layout. 202 ©2017 Pegasystems Inc. 7. Click the Gear icon to the right of the cell containing the check box. The Cell Properties panel opens. 8. In the Checkbox caption field, enter Waive medical coverage?. 9. Click Submit. The Cell Properties dialog closes. 10. Click Save to commit your changes to the Select Medical Coverage form. 11. In the Application Explorer, under Benefits Enrollment > User Interface > Section click SelectDentalCoverage_0 to open the Select Dental Coverage section. 12. In the Application Explorer, under Benefits Enrollment > Data Model > Property click and hold the selection handle for the WaiveDental property. 13. Drag the property onto the Select Medical Coverage section, below the instruction paragraph. 203 ©2017 Pegasystems Inc. 14. Release the mouse button to add the property to the highlighted layout. An unlabeled check box appears in the layout. 15. Click the Gear icon to the right of the cell containing the check box. The Cell Properties dialog opens. 16. In the Checkbox caption field, enter Waive dental coverage?. 17. Click Submit. The Cell Properties dialog closes. 18. Click Save to commit your changes to the Select Dental Coverage form. 204 ©2017 Pegasystems Inc. 19. In the Application Explorer, under Benefits Enrollment > User Interface > Section click SelectVisionCoverage_0 to open the Select Vision Coverage section. 20. In the Application Explorer, under Benefits Enrollment > Data Model > Property click and hold the selection handle for the WaiveVision property. 21. Drag the property onto the Select Medical Coverage section, below the instruction paragraph. 22. Release the mouse button to add the property to the highlighted layout. An unlabeled check box appears in the layout. 23. Click the Gear icon to the right of the cell containing the check box. The Cell Properties dialog opens. 24. In the Checkbox caption field, enter Waive vision coverage?. 25. Click Submit. The Cell Properties dialog closes. 205 ©2017 Pegasystems Inc. 26. Click Save to commit your changes to the Select Vision Coverage form. Add the Healthcare Benefit section to each of the coverage selection forms by using a section include Add a section include to each coverage selection form to reference the Healthcare Benefit section in the TGB-HRApps-Data-HRPlan class. Configure each section include to reference the clipboard page used to store data for the corresponding coverage plan. Specify the value of the Type parameter to filter the list of coverage options and return data for either medical, dental, or vision coverage plans. 1. Click the SelectMedicalCoverage_0 tab in the Designer Studio. The Select Medical Coverage section regains focus. 2. From the Layout menu, drag the Section layout onto the Select Medical Coverage section. 3. With the cursor positioned between the two layouts, release the mouse button. The Section Include dialog appears. 206 ©2017 Pegasystems Inc. 4. From the Page context drop-down list, select Use clipboard page. The Section Include dialog updates to reflect the fields needed to reference a clipboard page. 5. In the Class field, enter or select TGB-HRApps-Data-HRPlan. 6. In the Clipboard page field, enter or select .MedicalPlan. 7. In the text field to the right of the By name list, enter or select HealthcareBenefit. The Section Include dialog displays a parameter table. 207 ©2017 Pegasystems Inc. 8. In the Value field, enter "Medical". 9. Click OK. The section include is displayed on the section. 208 ©2017 Pegasystems Inc. 10. Click Save to commit your changes to the Select Medical Coverage form. 11. Click the SelectDentalCoverage_0 tab in the Designer Studio. The Select Dental Coverage section regains focus. 12. From the Layout menu, drag the Section layout onto the Select Dental Coverage section. 13. With the cursor positioned between the two layouts, release the mouse button. The Section Include dialog appears. 209 ©2017 Pegasystems Inc. 14. From the Page context drop-down list, select Use clipboard page. The Section Include dialog updates to reflect the fields needed to reference a clipboard page. 15. In the Class field, enter or select TGB-HRApps-Data-HRPlan. 16. In the Clipboard page field, enter or select .DentalPlan. 17. In the text field to the right of the By name list, enter or select HealthcareBenefit. The Section Include dialog displays a parameter table. 210 ©2017 Pegasystems Inc. 18. In the Value field, enter "Dental". 19. Click OK. The section include is displayed on the section. 211 ©2017 Pegasystems Inc. 20. Click Save to commit your changes to the Select Dental Coverage form. 21. Click the SelectVisionCoverage_0 tab in the Designer Studio. The Select Vision Coverage section regains focus. 22. From the Layout menu, drag the Section layout onto the Select VisionCoverage section. 23. With the cursor positioned between the two layouts, release the mouse button. The Section Include dialog appears. 212 ©2017 Pegasystems Inc. 24. From the Page context drop-down list, select Use clipboard page. The Section Include dialog updates to reflect the fields needed to reference a clipboard page. 25. In the Class field, enter or select TGB-HRApps-Data-HRPlan. 26. In the Clipboard page field, enter or select .VisionlPlan. 27. In the text field to the right of the By name list, enter or select HealthcareBenefit. The Section Include dialog displays a parameter table. 213 ©2017 Pegasystems Inc. 28. In the Value field, enter "Vision". 29. Click OK. The section include is displayed on the section. 214 ©2017 Pegasystems Inc. 30. Click Save to commit your changes to the Select Vision Coverage form. Add a visible when condition to the HealthcareBenefit section Add a visible when condition to each of the section includes for the HealthcareBenefit section. If the visible when condition is true, the HeathcareBenefit section is displayed. Configure the visible when condition to return a result of true whenever the check box is not checked. 1. Click the SelectMedicalCoverage_0 tab in the Designer Studio. The Select Medical Coverage section regains focus. 2. Click the header for the section include for the HealthcareBenefit layout. Three icons appear on the header. 3. Click the Gear icon to open the Layout Properties dialog for the HealthcareBenefit layout. 4. From the Visibility list, select Condition (expression). A field appears to the right of the drop-down list. 215 ©2017 Pegasystems Inc. 5. In the field to the right of the Condition (expression) list, enter .WaiveMedical !='true'. 6. Click Submit. The Layout Properties dialog closes. 7. Click Save to commit your changes to the Select Medical Coverage form. 8. Click the SelectDentalCoverage_0 tab in the Designer Studio. The Select Dental Coverage section regains focus. 9. Click the header for the section include for the HealthcareBenefit layout. Three icons appear on the header. 10. Click the Gear icon to open the Layout Properties dialog for the HealthcareBenefit layout. 11. From the Visibility list, select Condition (expression). A field appears to the right of the drop-down list. 216 ©2017 Pegasystems Inc. 12. In the field to the right of the Condition (expression) list, enter .WaiveDental !='true'. 13. Click Submit. The Layout Properties dialog closes. 14. Click Save to commit your changes to the Select Dental Coverage form. 15. Click the SelectVisionCoverage_0 tab in the Designer Studio. The Select Vision Coverage section regains focus. 16. Click the header for the section include for the HealthcareBenefit layout. Three icons appear on the header. 17. Click the Gear icon to open the Layout Properties dialog for the HealthcareBenefit layout. 18. From the Visibility list, select Condition (expression). A field appears to the right of the drop-down list. 217 ©2017 Pegasystems Inc. 19. In the field to the right of the Condition (expression) list, enter .WaiveVision !='true'. 20. Click Submit. The Layout Properties dialog closes. 21. Click Save to commit your changes to the Select Vision Coverage form. Add an action set to the waive coverage check box Add an action set to the waive coverage check box on each form, to refresh the section whenever a user clicks the check box. This updates the form to hide the insurance coverage details when the user decides to waive coverage, or display the insurance coverage details when user declines to waive coverage. 1. Click the SelectMedicalCoverage_0 tab in the Designer Studio. The Select Medical Plan section regains focus. 2. Click the layout cell that contains the Waive medical coverage? check box. 3. Click the Gear icon to the right of the cell. The Cell Properties panel appears. 218 ©2017 Pegasystems Inc. 4. In the Cell Properties dialog, click Actions. 5. Click Create an action set. An empty action set appears on the Cell Properties dialog. 6. Under Action set 1, click Add an event. A pop-up window is displayed. 219 ©2017 Pegasystems Inc. 7. In the pop-up window, under Other events, click Change. 8. Click Add an action. A pop-up window is displayed. 220 ©2017 Pegasystems Inc. 9. In the pop-up window, click Display: Refresh. 10. Click Submit. The Cell Properties dialog closes. 11. Click Save to commit your changes to the Select Medical Coverage form. 12. Click the SelectDentalCoverage_0 tab in the Designer Studio. The Select Dental Coverage section regains focus. 13. Click the layout cell that contains the Waive dental coverage? check box. 14. Click the View properties icon to the right of the cell. The Cell Properties panel appears. 221 ©2017 Pegasystems Inc. 15. In the Cell Properties dialog, click Actions. 16. Click Create an action set. An empty action set appears on the Cell Properties dialog. 17. Under Action set 1, click Add an event. A pop-up window is displayed. 222 ©2017 Pegasystems Inc. 18. In the pop-up window, under Other events, click Change. 19. Click Add an action. A pop-up window is displayed. 223 ©2017 Pegasystems Inc. 20. In the pop-up window, click Display: Refresh. 21. Click Submit. The Cell Properties dialog closes. 22. Click Save to commit your changes to the Select Dental Coverage form. 23. Click the SelectVisionCoverage_0 tab in the Designer Studio. The Select Vision Coverage section regains focus. 24. Click the layout cell that contains the Waive vision coverage? check box. 25. Click the View properties icon to the right of the cell. The Cell Properties dialog opens. 224 ©2017 Pegasystems Inc. 26. In the Cell Properties dialog, click Actions. 27. Click Create an action set. An empty action set appears on the Cell Properties dialog. 28. Under Action set 1, click Add an event. A pop-up window is displayed. 225 ©2017 Pegasystems Inc. 29. In the pop-up window, under Other events, click Change. 30. Click Add an action. A pop-up window is displayed. 226 ©2017 Pegasystems Inc. 31. In the pop-up window, click Display: Refresh. 32. Click Submit. The Cell Properties dialog closes . 33. Click Save to commit your changes to the Select Vision Coverage form. Update the plans page properties to read data from a data page Configure the Medical plan, Dental plan, and Vision plan properties to copy data from a data page. This data page caches the list of available insurance coverage plans. Provide a parameter to filter the results from the data page to return only the appropriate insurance coverage options for each property. 1. In the Application Explorer, under Benefits Enrollment > Data Model > Property, click MedicalPlan. 2. Under Data Access, select Copy data from a data page. The Data page field appears. Note: The design of each coverage selection form requires use of a Clipboard page called a data page to obtain information about a specific type of insurance plan (medical, dental, or vision). In an upcoming lesson, you learn how to configure data pages. 3. In the Data page field, enter or select D_HRPlanLookup. Under Parameters, the ID field appears. 4. In the ID field, enter .MedicalPlan.ID. 227 ©2017 Pegasystems Inc. 5. Click Save to commit your changes to the Select Medical Coverage form. Note: The design of the three coverage selection forms uses a Clipboard page called a data page to obtain information about a specific type of insurance plan. In an upcoming lesson, you learn how to configure data pages. 6. In the Application Explorer, under Benefits Enrollment > Data Model > Property, click DentalPlan. 7. Under Data Access, select Copy data from a data page. The Data page field appears. 8. In the Data page field, enter or select D_HRPlanLookup. Under Parameters, the ID field appears. 9. In the ID field, enter .DentalPlan.ID. 228 ©2017 Pegasystems Inc. 10. Click Save to commit your changes to the Select Dental Coverage form. 11. In the Application Explorer, under Benefits Enrollment > Data Model > Property, click VisionPlan. 12. Under Data Access, select Copy data from a data page. The Data page field appears. 13. In the Data page field, enter or select D_HRPlanLookup. Under Parameters, the ID field appears. 14. In the ID field, enter .VisionPlan.ID. 15. Click Save to commit your changes to the Select Vision Coverage form. 229 ©2017 Pegasystems Inc. Test your changes 1. Click the Benefits Enrollment tab in Designer Studio. The Benefits Enrollment case life cycle regains focus. 2. Click Run. The New Benefits Enrollment form is displayed. 3. Click Submit. The Identify Dependents form is displayed. 4. Click Submit. The Select Medical Coverage form is displayed. 5. Click the Waive medical coverage? check box. Verify that the fields for the medical coverage plan are hidden whenever the check box is checked. 6. Click Submit. The Select Dental Coverage form is displayed. 7. Click the Waive dental coverage? check box. Verify that the fields for the dental coverage plan are hidden whenever the check box is checked. 8. Click Submit. The Select Vision Coverage form is displayed. 9. Click the Waive vision coverage? check box. Verify that the fields for the vision coverage plan are hidden whenever the check box is checked. 230 ©2017 Pegasystems Inc. Validating user data Exercise: Validating user entries on forms Scenario To avoid processing delays for onboarding and benefits enrollment cases, the human resources (HR) department asks you to ensure that users provide accurate data when processing an onboarding request. To avoid invalid user entries, HR requests that you configure the fields so that users must enter data in the fields. You must also replace some of the text fields in the application with lists. Finally, HR wants to ensure that the start date for a new hire is entered correctly as a future date. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Ensure that users enter values for the following properties by requiring the listed fields: l On the Collect Employee Info form — First name, Last name, Start date, Manager, and Email l On the Identify Home Office form — Office Replace the text field on the Identify Home Office form with a drop-down list of office locations. To do this: l Change the control for the Office property on the form to Dropdown. l Add a placeholder prompt for the list that tells the user to select an office. l Source the list from data on the clipboard by referencing the data page D_OfficeList. Validate the start date for a new employee to ensure that users can only enter a future date. To do this: l l Create a validate rule to apply the edit validate rule IsFutureDate to the employee's start date (.StartDate). Configure the Collect Employee Info flow action to call the validate rule when the user submits the form. Detailed steps Configure the required fields on the Collect Employee Info Form Add required fields to the Collect Employee Info form. When users submit the form, the application verifies that the required fields contain data. If one or more fields are empty, the application prevents submission of the form. 231 ©2017 Pegasystems Inc. 1. In the Application Explorer, expand Onboarding > User Interface > Section. 2. Click the CollectEmployeeInfo_0 section. 3. Click the Start date field. 4. To the right of the Calendar icon in the field, click the Gear icon. The Cell Properties panel is displayed. 5. From the Required list, select Always. 6. Click Submit. The Cell Properties panel disappears and an asterisk appears next to the label of the Start Date field to indicate that this is a required entry. 7. Repeat steps 6-9 for the First name, Last name, Manager, and Email fields. 232 ©2017 Pegasystems Inc. 8. Click Save. Create a drop-down list for the Office field Replace the Office field with a drop-down list to ensure that users provide a valid value for the Office property. 1. In the Application Explorer, under Onboarding > User Interface > Section, click IdentifyHomeOffice_0. 2. Click the Office field. The Cell Properties panel is displayed. 3. To the right of the Target icon next to Text input, click change. A pop-up window containing four lists of controls is displayed. 4. On the General tab of the Cell Properties form, under Basic input, click Dropdown. 233 ©2017 Pegasystems Inc. 5. In the Cell Properties panel, notice that the options change to match your selection of a drop-down list. 6. Click the Include placeholder check box. A field is displayed to the right of the Include placeholder check box. 234 ©2017 Pegasystems Inc. 7. In the blank field, enter "Select a home office...". Source the Office drop-down list from a data page The list of office locations is available from a data page on the clipboard. Use this data page to populate the drop-down list with values. 1. Under List Source, from the Type list, select Data Page. 2. In the Data page field, enter or select D_OfficeList. 3. In the Property for value field, enter or select .Name. 4. From the Required list, select Always. 5. Click Submit. The Cell Properties panel disappears. 6. Click Save to commit your changes to the section. 235 ©2017 Pegasystems Inc. Create a validate rule to test the value of the Start Date property For an onboarding case, the start date for the employee must be a date in the future. For other business processes, this date must be in the past. While the standard IsFutureDate edit validate rule performs the appropriate validation, it must be called from the process, rather than the property to satisfy the different requirements for each business process. Create a validate rule to call the IsFutureDate edit validate rule during the Create Employee Record process. 1. In the Application Explorer, under Onboarding, right-click Process and select Create > Validate. 2. In the New Record form, in the Label field, enter Start date is future date. 3. Click Create and open. The Validate rule form opens. 4. In the Property field, select or enter .Employee.StartDate. 5. To the right of the Property field, click the Add link to open the Validate conditions dialog. 6. In the Select a function field, enter or select Validation of [Property Name] using [Edit Validate Name] fails. 236 ©2017 Pegasystems Inc. 7. In the Validation of field, enter or select .Employee.StartDate. 8. In the using field, enter or select IsFutureDate. 9. In the Message field, enter Must be a future date. 10. Click Submit. The Validation conditions dialog disappears. 11. Click Save. The completed condition appears on the form. Add the validate rule to the to the Create Employee Record process Configure the Create Employee Record process to call the validate rule when the user submits the Collect Employee Info form. 1. In the Cases Explorer, click Onboarding. The Onboarding Case type opens in the Case Designer. 2. On the Life cycle tab, select the Create Employee Record process. 237 ©2017 Pegasystems Inc. 3. In the properties panel, click Open process. The Create Employee Record flow opens on the Diagram tab. 4. Right-click the connector labeled Collect Employee Info and select Open Flow Action. The Collect Employee Info flow action opens. 5. On the Collect Employee Info flow action, click the Validation tab. 6. In the Validate field, select StartDateIsFutureDate. 7. Click Save to commit your change to the Collect Employee Info flow action. Test your changes Review your changes by creating an onboarding case. Verify that the application directs users to provide data on the Collect Employee Info form, including a start date that is in the future. 1. From the +Create menu, select New>Onboarding to create a new onboarding case. 2. On the Collect Employee Info form, click Submit. Verify that you are unable to submit the form until you provide entries in the required fields. 3. In the Start date field, enter or select today's date. 4. Enter information in the remaining required fields. 5. Click Submit. Verify that the Start date field is flagged with a message indicating that the entered date must be in the future. 6. Correct the error by selecting tomorrow's date. 7. Click Submit. The Identify Home Office form is displayed. 8. On the Identify Home Office form, verify that you are unable to submit the form without selecting a home office. 9. From the Office list, select one of the values. 10. Click Submit. The application displays Select Orientation Plan form. Tip: During development, you can update the pyDefault data transform to automatically provide values for required fields to save time when testing your application. If you do, remember to remove these initial property values from the pyDefault data transform before your application is released. 238 ©2017 Pegasystems Inc. REPORT DESIGN 239 ©2017 Pegasystems Inc. Creating reports Exercise: Create a report to return available seating locations Scenario When processing an onboarding case, the facilities manager assigns each new employee a seating location in one of the five TGB offices. The requirement is to use a report definition that identifies the open seats in each office location. However, when a case is processed, the results should include only the available seats for an employee's home office. The data source for this report is maintained in the Facilities department database. The database lists all of the seating locations in each office by ID number, and indicates whether the seat is available or not available. Role Operator ID Password System Architect SA@TGB rules Your assignment Create a report to list all of the open seating locations for a specified office. Create a report definition in the Seating class (TGB-HRApps-Data-Seating). The report returns one column, ID (.id), that is subject to two filter conditions: l l Only include seating locations for which the status (.status) is "open". Only include seating locations for which the location (.location) matches the employee's home office (.Office). Note: In this exercise, you create the report to return the needed data from the Facilities database. In a subsequent exercise, you incorporate this data into the application. Detailed steps 1. In the Application Explorer, select TGB-HRApps-Data-Seating in the autocomplete field. 2. In the explorer, right-click the class name and select Create > Reports > Report Definition. 3. Create a report definition named Seating Locations. 240 ©2017 Pegasystems Inc. 4. In the Column source field, enter .id . The property name id appears in the Column name field. 5. Click Save. 6. In the report definition header, right-click Actions and select Run to generate the report. Note that the results include 50 records. Create the filter conditions 1. In the Edit filters area, do the following: a. In the Column source column, enter .status. b. In the Relationship column, enter Is equal. c. In the Value column, enter "Open". 241 ©2017 Pegasystems Inc. d. Create another row. e. In the Column source column, enter .office. f. In the Relationship column, enter Is equal. g. In the Value column, enter pyWorkPage.Office. When you are finished, the form looks like the following image. You have created filter conditions that produce a report showing only available (open) seats in the employee's office location (identified in the employee's work page on the clipboard). 2. Map pyWorkPage to the Onboarding class. a. Open the Pages & Classes tab. b. In the Page Name field, enter pyWorkPage. c. In the Class field, enter TGB-HRApps-Work-Onboarding. 3. Click Save. 242 ©2017 Pegasystems Inc. 4. Click Actions > Run to generate the report. The text in the blue header indicates that the filter for .status is in effect. Note that the filtered results now show 26 records, compared to the unfiltered results of 50. However, the .office values are not filtered because no work page on the clipboard exists when you run the report. 5. Verify that the office filter works as expected. a. In the report header, click the Any office link. b. In the empty field next to is equal, enter Atlanta. 243 ©2017 Pegasystems Inc. c. Click Apply Changes. The report results change to reflect your filter. 244 ©2017 Pegasystems Inc. Optimizing report data Exercise: Reporting on unresolved onboarding cases Caution: Performing this exercise in a cloud environment may lead to issues reading database data in other exercises. If you are performing exercises by clicking the Open Exercise System link on the exercise page, we recommend that you skip this exercise. Scenario The human resources (HR) department wants to ensure that onboarding cases are processed promptly. To help track open onboarding cases, HR requests a report that lists each unresolved onboarding case, grouped by the manager responsible for the case. The report must display the case ID, home office, start date of the new employee, and current stage for each case returned. Role Operator ID Password System Architect SA@TGB rules Your assignment Create a report that displays: l The manager responsible for the onboarding case (.Employee.Manager) l The case ID (.pyID) l The home office of the employee (.Office) l The start date of the employee (.Employee.StartDate) l The current stage of the onboarding case (.pxCurrentStageLabel) Add a filter to the report to skip resolved Onboarding cases. Group the report results by manager. Optimize properties to resolve any performance warnings identified for the report. Detailed steps 1. In the Onboarding class, create a new report definition rule named Open onboarding cases by manager and office. 2. In the Edit Columns section of the report definition rule form, under Column source, select or enter .Employee.Manager. 3. Click Add column to create four additional columns. 245 ©2017 Pegasystems Inc. 4. Add the following properties to the columns you created in step 3: .pyID, .Office, .Employee.StartDate, and .pxCurrentStageLabel. 5. In the Edit Filters section, under Column Source, select or enter .pyStatusWork. 6. For the filter you created in the previous step, from the Relationship list, select Does not start with. In the Value field, enter "Resolved". 7. On the Report Viewer tab, enable the Group results option in the Grouping section. By default, the report only groups results by the first column, which is sufficient for this exercise. To group by additional columns, edit the upper limit once it appears on screen. 8. Save the report. A message appears on the report, indicating two unreviewed warnings. 9. In the report header, click (review/edit) to view the rule warnings. The first warning indicates that three properties are not optimized, while the second warning indicates that the report filter may impact report performance. 10. Under the Informational warning about the report filter, click Add justification. In the field that appears, enter Report must filter out resolved cases. 11. Click OK. Note that the number of unreviewed warnings decreases to one. 12. In the navigation area of the Designer Studio, open the App Explorer. 13. Verify that the class in the class picker is TGB-HRApps-Work. 246 ©2017 Pegasystems Inc. 14. Expand Data Model > Property> Employee. Right-click the Manager property, then select Optimize for reporting. 15. The Property Optimization tool opens. The first screen indicates the property to optimize, and the number of cases affected. 16. Click Next. The second screen of the tool confirms the selection. 17. Click Next. This begins the optimization process. 247 ©2017 Pegasystems Inc. To monitor the optimization process, open the Column Population Jobs Dashboard. The optimization is complete once the Processed % column reaches 100. 18. Repeat steps 14-17 to optimize the remaining properties mentioned in the rule warning. 19. Return to the report. Save the report and verify that the warning no longer appears. 248 ©2017 Pegasystems Inc. DATA MANAGEMENT 249 ©2017 Pegasystems Inc. Caching data with data pages Exercise: Creating a data page to populate a list of seating locations Scenario During the onboarding process, new employees are assigned a seating location in one of TGB's five offices. To ensure that users select a valid seating assignment, HR wants to access a list of seating locations maintained by the Facilities department. This information should be presented as a dropdown list, allowing users to select an open seating location in the appropriate office. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Use the Seating Locations report you created in a previous exercise to populate a data page with the open seating locations in the selected home office. Then update the Select Seating Locations form to display the open seating locations in a drop-down list. Detailed steps To accomplish this task you will: l l l Configure the Location drop-down list to use a data page as a source. Create a data page named D_SeatingLocations and source the page using the SeatingLocations report. Use the seating location property (.id) on the drop-down list as the value to display and as the value to set. Configure the Location drop-down list on the Select Seating Location form to source data from a data page 1. In the Application Explorer, expand Onboarding > User Interface > Section. 2. Click the SelectSeatingLocation_0 section. The section form opens. 250 ©2017 Pegasystems Inc. 3. In the Select Seating Location section form, select the Location drop-down list. 4. To the right of the cell containing the Location drop-down list, click the gear icon to open the Properties panel for the cell. 251 ©2017 Pegasystems Inc. 5. In the List source section, from the Type drop-down list, select Data Page. When you select Data Page, additional fields display on the form. 6. In the Data Page field, enter D_SeatingLocation. 252 ©2017 Pegasystems Inc. Note: A warning may appear on the Data Page field in the List Source section. This warning informs you that the data page does not exist. Ignore this warning, as this issue is resolved in the next set of steps. Configure a data page to read data from the appropriate database table 1. Click the crosshair icon to the right of the Data page field. 2. On the New Record form, in the Apply To field, enter or select TGB-HRApps-Data-Seating. 3. Click Create and open. The data page rule form appears. 4. In the Data page definition section, from the Structure drop-down list, select List. 5. In the Data sources section, from the Source drop-down list, select Report Definition. 6. In the Name field, enter or select SeatingLocations. 7. Click Save to save the data page. A warning appears in the rule header. 8. In the rule header, click view to view the warning. 253 ©2017 Pegasystems Inc. 9. In the Data sources section, in the System name field, enter Seating Locations table. 10. Click Save to save the data page. The warning disappears from the rule header. Configure the contents of the Location drop-down list 1. Close the data page form. The Designer Studio returns to the Select Seating Location section, with the properties panel for the Location cell open. 2. In the Property for value field, enter .id . 3. In the Property for display field, enter .id . 4. Above the List source section, click the Include placeholder check box. 5. In the field that appears to the right of the check box label, enter Select a seating location. 254 ©2017 Pegasystems Inc. 6. Click Submit to close the properties panel. 7. Click Save to save the Select Seating Locations section. Test your changes 1. From the Actions menu, select Preview . The Preview window opens. 2. Verify that the Locations drop-down contains a list of open offices. Note: In the Preview window, the list of open offices is not filtered by home office, since the report relies on the value of the .Office property on pyWorkPage. To fully test the configuration, you must run the Onboarding process and populate pyWorkPage with data. 3. Create a new Onboarding request. 4. On the Identify Home Office form, from the Office drop-down list, select a home office. 5. Advance to the Select Seating Location step. 255 ©2017 Pegasystems Inc. 6. Verify that the application only returns a list of seating locations for the selected home office. 256 ©2017 Pegasystems Inc. Managing reference data Exercise: Creating reference data for Facilities and IT setup Scenario During the onboarding process, Human Resources (HR) prepares requests for the Facilities and IT departments on behalf of the new employee. HR has requested that you create selectable lists for facilities assets, hardware assets, and software assets for HR partners to complete. HR can then forward the lists to the Facilities and IT departments to prepare for a new employee's first day at TGB. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Configure data records for the IT and Facilities assets requested for new employees during the onboarding process. To do this: l l Create an Assets data type. Configure a source for the Assets data type with properties to describe IT and Facilities department assets. ID (text) Name (text) Type (picklist) l Add records to the source for each asset available to new employees from either the Facilities or IT departments. ID F1 Asset type Facilities Asset name Cubicle F2 Facilities Office F3 Facilities Phone H1 Hardware Laptop 257 ©2017 Pegasystems Inc. l ID H2 Asset type Hardware Asset name Desktop H3 Hardware Mouse H4 Hardware Monitor H5 Hardware Docking station S1 Software Office productivity suite S2 Software Graphics design suite S3 Software Virus protection Configure forms for the Select Office Equipment, Select Hardware, and Select Software steps in the onboarding case type to display lists of available assets for selection. Detailed steps Create a data type for IT and Facilities department assets Create the Assets data type, to define the lists of Facilities and IT assets in the application. 1. In the Designer Studio, open the Data Explorer. 2. From the Data Explorer menu, select Add data type. The Add data type dialog opens. 3. In the Add data type dialog, in the Label field, enter Assets. 4. In the Description field, enter IT and Facilities assets. 5. Expand Advanced. An additional field is added to the dialog to specify the parent class. 6. In the Parent class field, enter TGB-HRApps-Data to configure the data type for use in the HR application. 258 ©2017 Pegasystems Inc. 7. Click Submit. The Add data type dialog closes and the Assets data type is added to the Data Explorer and a tab opens for the Assets data type. Create properties for the Asset data type Create three properties for the Asset data type: ID, Asset type, and Asset name. Configure Asset type as a picklist with three entries: Facilities, Hardware, and Software. 1. On the Assets data type form, click the Data model tab. 2. On the Data model tab, click Add field. A row of empty fields is added to the Data model tab. 3. Under Name, enter ID. 4. Click Add field to add a second row of fields. 5. Under Name, enter Asset name. 6. Click Add field to add a third row of fields. 7. Under Name, enter Asset type. 8. From the Type drop-down list, select Picklist. 9. Click the Gear icon in the Asset type row to open the Edit options dialog. 259 ©2017 Pegasystems Inc. 10. In the Edit options dialog, under List choices enter Facilities. 11. Click +Add choice. 12. Under List choices enter Hardware. 13. Click +Add choice. 14. Under List choices, enter Software. 15. Click Submit to commit your changes and populate a list of values for Asset type. Add a local data source to the Assets data type Configure the data source for the Assets data type. Organize the fields for data entry and create data pages to cache the asset lists on the clipboard. Create a local data source to store asset records and define the properties used to describe each asset. 260 ©2017 Pegasystems Inc. 1. On the Assets data type, click the Sources tab. 2. Click Create a local source. The Local Data Storage wizard opens to the Create a local source step. 3. Position the mouse cursor over the selection handle for the ID field. 4. Click and hold the mouse button, then drag the selection handle above Asset name. 5. In the ID row, click the Use as key check box to configure the ID field as the key for the data source. 261 ©2017 Pegasystems Inc. 6. Position the mouse cursor over the selection handle for the Asset type field. 7. Click and hold the mouse button, then drag the selection handle above Asset name. 8. Click Next. The wizard advances to the Review step. 9. Click Close to complete the wizard and commit your changes to the data model for the Assets data type. 262 ©2017 Pegasystems Inc. Create asset records for IT and Facilities assets Create the records for IT and Facilities assets, to populate selection lists in onboarding cases. 1. On the Assets data type, click the Records tab. 263 ©2017 Pegasystems Inc. 2. Click Add record. An empty row of fields is added to the Records tab. 3. Under ID, enter F1. 4. Under Asset name, enter Cubicle. 5. Click +Add record to add a second row. 6. In the second row, under ID, enter F2. 7. Under Asset name, enter Office. 8. Using the contents of the following table, create records for the remaining Facilities and IT assets. ID F3 Asset type Facilities Asset name Phone H1 Hardware Laptop H2 Hardware Desktop H3 Hardware Mouse H4 Hardware Monitor H5 Hardware Docking station S1 Software Office productivity suite S2 Software Graphics design suite S3 Software Virus protection 264 ©2017 Pegasystems Inc. Create the Select Office Equipment form Configure the Select Office Equipment form to present a list of selectable office equipment to include in the onboarding case. 1. In the Cases Explorer, click Onboarding to open the Onboarding case type. 2. On the Life cycle tab of the Onboarding case type, select the Select Office Equipment step. The properties panel for the step opens to the right of the case life cycle. 3. In the properties panel, click Configure view to open the View configuration dialog. 4. Under Fields, enter Facilities. 5. Press Tab to exit the field. 6. From the Type drop-down list, select Field group (list). The View configuration dialog updates to a row fields under Facilities. 265 ©2017 Pegasystems Inc. 7. Click the Gear icon to the right of the row for Facilities. The Data Type popup opens. 8. Under Data Type, enter or select Assets. 9. Click Submit. The Data Type popup closes and the View configuration dialog updates to display the data elements for the Assets data type. 10. Click +Add field to Facilities to add a fourth data element to the field group list. 11. Under Fields, enter Selection flag. 266 ©2017 Pegasystems Inc. 12. Position the mouse cursor over the selection handle for Selection flag. 13. Click and hold the mouse button, then drag the selection handle above the Asset name row. 14. Release the mouse button to update the order of the list. 15. Position the mouse cursor over the selection handle for ID. 16. Click and hold the mouse button, then drag the selection handle above the Asset name row. 17. Release the mouse button to update the order of the list. 18. Position the mouse cursor over the selection handle for Asset type. 19. Click and hold the mouse button, then drag the selection handle above the Asset name row. 20. Release the mouse button to update the order of the list. 267 ©2017 Pegasystems Inc. 21. In the ID row, from the Optional drop-down list, select Read-only. 22. In the Asset type row, from the Optional drop-down list, select Read-only. 23. In the Asset name row, from the Optional drop-down list, select Read-only. 24. Click Submit to commit your changes to the Select Office Equipment form. 25. Click Save to commit your changes to the Onboarding case type. 26. In the Application Explorer, expand Onboarding > Data Model > Property. 268 ©2017 Pegasystems Inc. 27. Under Property, select Facilities to open the Facilities page list property created by Pega when you added the Facilities field group to the Select Office Equipment form. 28. On the Facilities property rule form, under Data access, select Copy data from a data page to populate the page list with values from the Assets data type. The rule form updates to display a Data Page field. 29. In the Data Page field, enter or select D_AssetsList. 30. Click Save to commit your changes to the Facilities page list. Create the Select Hardware form Configure the Select Hardware form to present a list of selectable IT hardware to include in the onboarding case. 1. Return to the Onboarding case type in the Case Designer. 2. On the Life cycle tab of the Onboarding case type, select the Select Hardware step. The properties panel for the step opens to the right of the case life cycle. 3. In the properties panel, click Configure view to open the View configuration dialog. 4. Under Fields, enter Hardware. 5. Press Tab to exit the field. 6. From the Type drop-down list, select Field group (list). The View configuration dialog updates to a row fields under Hardware. 269 ©2017 Pegasystems Inc. 7. Click the Gear icon to the right of the row for Hardware. The Data Type popup opens. 8. Under Data Type, enter or select Assets. 9. Click Submit. The Data Type popup closes and the View configuration dialog updates to display the data elements for the Assets data type. 10. Position the mouse cursor over the selection handle for Selection flag. 11. Click and hold the mouse button, then drag the selection handle above the Asset name row. 12. Release the mouse button to update the order of the list. 13. Position the mouse cursor over the selection handle for ID. 14. Click and hold the mouse button, then drag the selection handle above the Asset name row. 15. Release the mouse button to update the order of the list. 16. Position the mouse cursor over the selection handle for Asset type. 17. Click and hold the mouse button, then drag the selection handle above the Asset name row. 270 ©2017 Pegasystems Inc. 18. Release the mouse button to update the order of the list. 19. In the ID row, from the Optional drop-down list, select Read-only. 20. In the Asset type row, from the Optional drop-down list, select Read-only. 21. In the Asset name row, from the Optional drop-down list, select Read-only. 22. Click Submit to commit your changes to the Select Hardware form. 23. Click Save to commit your changes to the Onboarding case type. 271 ©2017 Pegasystems Inc. 24. In the Application Explorer, from the Application Explorer menu select Refresh App Explorer to update the contents of the Application Explorer. 25. In the Application Explorer, expand Onboarding > Data Model > Property. 26. Under Property, select Hardware to open the Hardware page list property created by Pega when you added the Hardware field group to the Select Hardware form. 27. On the Hardware property rule form, under Data access, select Copy data from a data page to populate the page list with values from the Assets data type. The rule form updates to display a Data Page field. 28. In the Data Page field, enter or select D_AssetsList. 29. Click Save to commit your changes to the Hardware page list. Create the Select Software form Configure the Select Software form to present a list of selectable software applications to include in the onboarding case. 1. Return to the Onboarding case type in the Case Designer. 2. On the Life cycle tab of the Onboarding case type, select the Select Software step. The properties panel for the step opens to the right of the case life cycle. 3. In the properties panel, click Configure view to open the View configuration dialog. 4. Under Fields, enter Software. 5. Press Tab to exit the field. 6. From the Type drop-down list, select Field group (list). The View configuration dialog updates to a 272 ©2017 Pegasystems Inc. row fields under Software. 7. Click the Gear icon to the right of the row for Software. The Data Type popup opens. 8. Under Data Type, enter or select Assets. 9. Click Submit. The Data Type popup closes and the View configuration dialog updates to display the data elements for the Assets data type. 10. Position the mouse cursor over the selection handle for Selection flag. 11. Click and hold the mouse button, then drag the selection handle above the Asset name row. 12. Release the mouse button to update the order of the list. 13. Position the mouse cursor over the selection handle for ID. 14. Click and hold the mouse button, then drag the selection handle above the Asset name row. 15. Release the mouse button to update the order of the list. 16. Position the mouse cursor over the selection handle for Asset type. 273 ©2017 Pegasystems Inc. 17. Click and hold the mouse button, then drag the selection handle above the Asset name row. 18. Release the mouse button to update the order of the list. 19. In the ID row, from the Optional drop-down list, select Read-only. 20. In the Asset type row, from the Optional drop-down list, select Read-only. 21. In the Asset name row, from the Optional drop-down list, select Read-only. 22. Click Submit to commit your changes to the Select Software form. 274 ©2017 Pegasystems Inc. 23. Click Save to commit your changes to the Onboarding case type. 24. In the Application Explorer, from the Application Explorer menu select Refresh App Explorer to update the contents of the Application Explorer. 25. In the Application Explorer, expand Onboarding > Data Model > Property. 26. Under Property, select Software to open the Software page list property created by Pega when you added the Software field group to the Select Software form. 27. On the Software property rule form, under Data access, select Copy data from a data page to populate the page list with values from the Assets data type. The rule form updates to display a Data Page field. 28. In the Data Page field, enter or select D_AssetsList. 29. Click Save to commit your changes to the Facilities page list. Configure the D_AssetsList data page to return a list of assets filtered by asset type Update the report used to source the D_AssetsList data page to filter assets by type. Configure the filter to accept a parameter. Configure each of the page list properties to pass a parameter to the data page to return a filtered list of assets to match the page list property. 1. On the Software page list property rule form, to the right of the Data Page field click the crosshair icon to open the D_AssetsList data page rule. 2. On the data page rule form, under Data sources, click the arrow icon to the right of the Name field to open the DataTableEditorReport report definition rule. 275 ©2017 Pegasystems Inc. 3. On the report definition rule form, click the Parameters tab to add a parameter to the report to filter report results by asset type. 4. On the Parameters tab, under Name enter Type. 5. Under Data type, from the drop-down list select Text. 6. Click the Query tab. 7. In the Edit filters section, under Column source enter or select .AssetType. 8. Under Value, enter param.Type to select the parameter you created on the Parameters tab. 9. Click Save to commit your changes to the report definition. 10. In Designer Studio, click the D_AssetsList tab to return to the data page rule form. 11. On the data page, click the Parameters tab to add a parameter to the data page. 12. In the Name field, enter Type. 13. In the Description field, enter Asset type. 276 ©2017 Pegasystems Inc. 14. Click the Definition tab to update the data source to use the parameter you defined. 15. On the Definition tab, in the Data sources section, under the field that contains the report name, click Parameters to open the Parameters for DataTableEditorReport dialog. 16. In the Parameters for DataTableEditorReport dialog, in the Value field, enter or select param.Type. 17. Click Submit to close the dialog. 18. Click Save to commit your changes to the data page configuration. 277 ©2017 Pegasystems Inc. 19. In Designer Studio, click the Software tab to return to the Software page list property. 20. From the Actions menu, click Refresh to update the property definition. The Parameters section displays below the Data Page field. 21. In the Parameters section, in the Type field, enter "Software" to pass the text string "Software" to the data page as a parameter to filter the list of results. 22. Click Save to commit your changes to the page list property. 23. In Designer Studio, click the Hardware tab to return to the Software page list property. 24. From the Actions menu, click Refresh to update the property definition. The Parameters section displays below the Data Page field. 25. In the Parameters section, in the Type field, enter "Hardware" to pass the text string "Hardware" to the data page as a parameter to filter the list of results. 26. Click Save to commit your changes to the page list property. 278 ©2017 Pegasystems Inc. 27. In Designer Studio, click the Facilities tab to return to the Software page list property. 28. From the Actions menu, click Refresh to update the property definition. The Parameters section displays below the Data Page field. 29. In the Parameters section, in the Type field, enter "Facilities" to pass the text string "Facilities" to the data page as a parameter to filter the list of results. 30. Click Save to commit your changes to the page list property. 279 ©2017 Pegasystems Inc. Test your changes Create an onboarding case and verify that the Select Office Equipment, Select Hardware, and Select Software forms each contain a filtered list of Facilities and IT assets. 1. From the +Create menu, select New > Onboarding to create a new onboarding case. 2. On the Collect Employee Info form, enter values in each of the required fields. 3. Click Submit to advance to the Identify Home Office form. 4. On the Identify Home Office form, from the Office drop-down list select a home office. 5. Click Submit to advance to the Select Orientation Plan form. 6. Click Submit to advance to the Select Hardware form. 7. On the Select Hardware form, confirm that only assets of type Hardware are displayed in the list of assets. 280 ©2017 Pegasystems Inc. Note: The selection list contains icons to add and delete items from the list a label for each check box, and a column label for the selection column. These items can all be deleted. To do so, use Live UI to identify and open the section to update. 8. On the Developer toolbar, click Live UI. The Live UI panel is displayed on the right side of the Designer Studio. 9. Position the Live UI selection rectangle over the Selection flag column label. 10. Click the mouse button to select the column label. 281 ©2017 Pegasystems Inc. 11. In the selection identifier, click the Gear icon to open the Cell Properties panel for the column label. 12. In the Cell Properties panel, click in the Value field and delete the contents of the field. 13. Click OK to commit your change to the repeat grid layout. 14. Position the Live UI selection rectangle over the Selection flag check box. 15. Click the mouse button to select the check box. 16. In the selection identifier, click the Gear icon to open the Cell Properties panel for the column label. 17. In the Cell Properties panel, click in the Checkbox caption field and delete the contents of the field. 282 ©2017 Pegasystems Inc. 18. Click OK to commit your change to the repeat grid layout. 19. Position the Live UI selection rectangle over the Repeat Grid Layout. 20. Click the mouse button to select the Repeat Grid Layout. 283 ©2017 Pegasystems Inc. 21. In the selection identifier, click the crosshair icon to open the section that contains the repeating grid of hardware items. 22. On the section, in the Repeat Grid, select the left cell in the Action Top section. 23. Right-click the cell and select Cut. The contents of the cell are removed from the form. 284 ©2017 Pegasystems Inc. 24. Click Save to commit your changes to the Select Hardware form. 25. In the Designer Studio, return to your open case. 26. On the case form, click Action and select Refresh to update the form with your changes. 27. Click Submit to advance to the Select Software form. 28. On the Select Software form, confirm that only assets of type Software are displayed in the list of assets. 285 ©2017 Pegasystems Inc. 29. On the Developer toolbar, click Live UI. The Live UI panel is displayed on the right side of the Designer Studio. 30. Position the Live UI selection rectangle over the Selection flag column label. 31. Click the mouse button to select the column label. 286 ©2017 Pegasystems Inc. 32. In the selection identifier, click the Gear icon to open the Cell Properties panel for the column label. 33. In the Cell Properties panel, click in the Value field and delete the contents of the field. 34. Click OK to commit your change to the repeat grid layout. 35. Position the Live UI selection rectangle over the Selection flag check box. 36. Click the mouse button to select the check box. 37. In the selection identifier, click the Gear icon to open the Cell Properties panel for the column label. 38. In the Cell Properties panel, click in the Checkbox caption field and delete the contents of the field. 39. Click OK to commit your change to the repeat grid layout. 287 ©2017 Pegasystems Inc. 40. Position the Live UI selection rectangle over the Repeat Grid Layout. 41. Click the mouse button to select the Repeat Grid Layout. 288 ©2017 Pegasystems Inc. 42. In the selection identifier, click the crosshair icon to open the section that contains the repeating grid of hardware items. 43. On the section, in the Repeat Grid, select the left cell in the Action Top section. 44. Right-click the cell and select Cut. The contents of the cell are removed from the form. 289 ©2017 Pegasystems Inc. 45. Click Save to commit your changes to the Select Hardware form. 46. In the Designer Studio, return to your open case. 47. On the case form, click Action and select Refresh to update the form with your changes. 48. Click Submit to advance to the Approval form. 49. In the Open Assignments section, click Facilities Setup (Equipment Selection) to advance to the Select Seating Location step. 50. Click Submit to advance to the Select Office Equipment step. 51. On the Select Software form, confirm that only assets of type Facilities are displayed in the list of assets. 290 ©2017 Pegasystems Inc. 52. On the Developer toolbar, click Live UI. The Live UI panel is displayed on the right side of the Designer Studio. 53. Position the Live UI selection rectangle over the Selection flag column label. 54. Click the mouse button to select the column label. 291 ©2017 Pegasystems Inc. 55. In the selection identifier, click the Gear icon to open the Cell Properties panel for the column label. 56. In the Cell Properties panel, click in the Value field and delete the contents of the field. 57. Click OK to commit your change to the repeat grid layout. 58. Position the Live UI selection rectangle over the Selection flag check box. 59. Click the mouse button to select the check box. 60. In the selection identifier, click the Gear icon to open the Cell Properties panel for the column label. 61. In the Cell Properties panel, click in the Checkbox caption field and delete the contents of the field. 62. Click OK to commit your change to the repeat grid layout. 292 ©2017 Pegasystems Inc. 63. Position the Live UI selection rectangle over the Repeat Grid Layout. 64. Click the mouse button to select the Repeat Grid Layout. 293 ©2017 Pegasystems Inc. 65. In the selection identifier, click the crosshair icon to open the section that contains the repeating grid of hardware items. 66. On the section, in the Repeat Grid, select the left cell in the Action Top section. 67. Right-click the cell and select Cut. The contents of the cell are removed from the form. 294 ©2017 Pegasystems Inc. 68. Click Save to commit your changes to the Select Hardware form. 69. In the Designer Studio, return to your open case. 70. On the case form, click Action and select Refresh to update the form with your changes. 295 ©2017 Pegasystems Inc. APPLICATION DEBUGGING 296 ©2017 Pegasystems Inc. Debugging applications with the Tracer Ex: Debugging the Facilities Review routing Scenario During a playback of the Facilities Setup process, the process owner observes an error when the case reaches the Facilities Review assignment. Although a router is configured for the Facilities Review assignment, the application reports that no routing information has been provided. You have been asked to identify the source of the error and determine a course of action to resolve the issue, if necessary. The table below provides the credentials you need to complete the exercise. Role Operator ID Password System Architect SA@TGB rules Your assignment Run the Facilities Setup process. When you reach the Select Office Equipment step, enable the Tracer. When the Tracer is monitoring case processing, advance to the Facilities Review step to observe the error. Review the Tracer output to determine the source of the error and identify if a fix is needed. Detailed steps 1. In the Cases Explorer, select the Onboarding case type to open the Case Designer. 2. On the Life cycle tab on the Onboarding case type, select the Facilities Setup process. The Process Properties panel opens to the right of the case life cycle. 3. In the Process Properties panel, click Open process to open the Facilities Setup flow rule. 4. In the Facilities Setup flow, from the Actions menu select Run. The Select Seating Location form is displayed. 5. Click Submit to advance to the Select Office Equipment form. 6. On the Developer toolbar, click Tracer to launch the Tracer in a new window. 297 ©2017 Pegasystems Inc. 7. Return to the Designer Studio window. 8. On the Select Office Equipment form, click Submit to advance to the Facilities Review form. 9. Instead of the Facilities Review form, notice that the application returns an error stating that no routing information has been provided for the assignment. 298 ©2017 Pegasystems Inc. 10. Return to the Tracer window, which now contains an event log from the application. 11. In the Tracer window. scroll to the bottom of the Tracer output then scroll upward until you locate a 299 ©2017 Pegasystems Inc. line marked with the word FAIL on a red background. 12. In the Tracer window, click the word Fail to open the event properties in a new window. 13. Close the event properties window and the Tracer window. The error reported by the application occurs because no value was set for the property .Office. The decision table used to route the Facilities Review assignment uses this property to determine the appropriate workbasket for the assignment. Since the property value was never set in the process, the router does not function correctly. This error occurred because the value of .Office is set in a different flow. During normal case processing, a user selects a value for .Office from a drop-down list as part of the Identify Home Office assignment, during the Send Welcome Packet process. This list is marked required, so users cannot submit the form without specifying a value for .Office, so no fix is required. 300 ©2017 Pegasystems Inc. COURSE SUMMARY 301 ©2017 Pegasystems Inc. Next steps for system architects System Architect Essentials 7.2 Summary Now that you have completed this course, you should be able to: l l l Apply Pega's principles of application design and development to deliver business applications that are Built for Change™. Use Pega Express to model the life cycle of a case that mirrors the way business people think about how work is completed. Directly capture business objectives to help ensure that business requirements are accurately captured, and that business and IT stakeholders share a common understanding. l Use Designer Studio to refine and enhance the case life cycle design. l Identify the tasks and responsibilities of the system architect on a Pega Implementation. l Configure a case and case processing behavior. l Create data classes and properties for use in a Pega application. l Automate decision-making throughout an application to improve process efficiency. l Design responsive user forms for use on any platform or browser. l Design reports to deliver key insights to business users. l l Incorporate and manage reference data to allow applications to adapt to changing business conditions. Test your application design to analyze rule behavior and identify configuration errors. Next Steps Completion of Pega System Architect 7.2 helps prepare students for the Certified System Architect exam. To help you study for the exam, enroll in the CSA Practice Exam course in Pega Academy. Register for the exam. 302 ©2017 Pegasystems Inc.
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