You can add primary fields to
case types and data objects without the need to configure the UI; you only modify your data
model and the system automatically adjusts the form. Pega Platform
automatically generates a Primary fields view and adds it to the
Create, Edit, and
Note: Case types include the
Label and Description primary fields
For example, in a case type that captures customer information, you define
Name, Email, and
Address as primary fields. Then, you access the
Address data object, and define its primary fields, such as
Street, City, and
Country. The system adds the fields automatically in the
Primary fields view, as shown in the following figure:
Before you begin: Ensure that the fields that you want to mark as primary
exist in your system. For more information, see Adding fields.
In the navigation pane of
App Studio, navigate to the item for which you want to define primary fields:
Click Case types, and then click the case
type that you want to open.
Click Data, and then click the data object
that you want to open.
On the Data model tab, click Primary
In the Primary field configuration modal dialog box, click
Add, and then select the existing fields that you
want to make primary.
Optional: To delete existing primary fields, click the Remove from primary
Optional: To reorder the primary fields, drag and drop the fields in the appropriate