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Adding a new property to the view

Updated on March 16, 2021

Add a new account or policy property to the Customer Inquiry view so that CSRs can quickly provide that information to customers. To add a new property, create a new section that consists of the customer inquiry check box and the property.

Pega Customer Service Implementation Guide
  1. In App Studio, open the Customer Inquiry section in Design mode:
    1. In the header of App Studio, click Preview to launch the Interaction Portal.
    2. In the header of App Studio, click NewDemo Screen PopsDemo Pop - Connor, and then click Accept.
      Note: When modifying interaction rules from App Studio, remember that the changes apply only to the currently open interaction type. In this case, the demo pop is a phone interaction, and the changes that you make will be saved to the rule for the phone channel only, for example, PegaCA-Work-Interaction-Call. To modify the Customer Inquiry for other channels, start an interaction of that type in the Interaction Portal, and then switch to Design mode.
    3. On the Account tab of the Customer composite, click the Customer Inquiry toggle to turn on the feature.
    4. In the header of App Studio, click Design to start design mode.
  2. Hover the cursor over the entire Customer inquiry section, and then click the Edit this section icon as shown in the following figure:
    Editing the Customer inquiry section
    To add a new property, start by editing the section that contains all the customer inquiry properties
    Result: The right pane displays the details for all subsections and properties.
  3. In the right pane, click the Add icon next to the subsection where you want to add the property. For example, to add a property to the second column, click the Add icon for section B.
    Adding a property to a section
    Select the Add icon next to the section where you want to add the property
    Result: The Add window opens in the right pane.
  4. Add the section that will contain the property and check box:
    1. Scroll to find the Sections category, and then click the Add icon.
      Note: If you already created a section that contains the property, but it is not included in the Customer Inquiry view, then you can add that section to the view without completing the rest of these steps. Hover your cursor over that section, and then click the Add to view icon.
    2. Enter a name for the new section, and then click Submit.Result: App Studio adds the new section to the bottom of the column (for example, to the bottom of column B).
    3. Close the Add window by clicking the Close icon.Result: The right pane displays the section editor.
  5. Add the check box and property to the section:
    1. In the right pane, locate the section that you just added, hover your cursor over the section name, and then click the Edit this section icon.Result: The right pane displays the section details.
      Default appearance of a new section
      Right pane displays the default content for the new section
    2. Hover the cursor the Text Input entry, and then click More Options icon ()Delete to delete this default entry.
    3. Click the Add icon.
    4. In the Controls category, hover the cursor over Customer Inquiry, and then click the Add to view icon.
    5. Scroll to find the property that you want to add, hover the cursor over that property, and then click the Add to view icon.
    6. Close the Add window by clicking the Close icon.Result: The right pane displays the two items that you added in the section editor:
      Right pane displays the section details
      In the right pane, the section editor displays the check box and property that you added
  6. Configure the Customer Inquiry check box:
    1. In the right pane, hover the cursor over Customer Inquiry, and then click the Edit this Customer Inquiry icon.
    2. On the General tab, delete the value in the Label value field.
    3. On the Presentation tab, clear the Reserve space for label check box.
    4. On the Parameters tab, configure the customer inquiry parameters as described earlier in this topic.
    5. Click Apply.
    6. Close the Customer Inquiry by clicking the Close icon.
  7. Modify the property so that it is view-only:
    1. In the right pane, hover the cursor over the property name, and click Edit icon.
    2. On the Presentation tab, select Read-only (always) from the Edit options list.
    3. Click Apply.
    4. Close the property by clicking the Close icon.
  8. Configure the section to display the check box on the same line as the property:
    1. At the top of the right pane, in the Template area, click Change.
    2. Select the Card with field item labels left template.
    3. Close the section editor by clicking the Close icon.
  9. Click Exit preview.

Tags

Pega Customer Service 8.6

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