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Creating the application

Updated on May 18, 2021

Run the New Application wizard to create your application.

Before you begin:

Before you create the application, install and test Pega Field Service. See the Pega Field Service 8.6 Installation Guide on the Pega Field Service product page.

Caution: If a Pega Field Service application already exists in your system, running the New Application wizard overwrites some existing application settings. This will cause issues with your existing application. Having more than one active Pega Field Service application on the same Pega Platform instance is not supported. This includes custom applications built by you and sample applications provided by Pega.
  1. To create a new operator ID for running the New Application wizard, complete the following steps:

    1. Log in to Dev Studio by using the operator ID [email protected] and the password that you specified for that operator.

    2. Save a copy of the existing [email protected] operator, and give it a name that identifies it as an Application Setup operator.

    3. Depending on the functionality that you intend to use, add the following access group to the new operator record:

      • For Pega Field Service: PEGAFSM:SysAdmin
      • For Pega Route Service: PegaFieldOps:SysAdmin
    4. Click the radio button to the left of the access group to select it as the default access group.

      When this access group is selected as the default access group for an operator, the New Application wizard opens when the operator logs in.
    5. Save the new Application Setup operator.

  2. Log in as the Application Setup operator.

  3. Follow the New Application wizard instructions until the Name your application page opens, and then follow the steps below.

    For more information about each step of the wizard, see Creating an application.

  4. On the Name your application page, enter the name of the application, and then click Advanced configuration.

  5. In the Organization settings section, enter the Organization name, Division name, and Unit name for this application.

    The New Application wizard creates the application class structure for you based on the organization settings that you enter. For more information, see Class layers and Class hierarchy and inheritance.

    If you have not already defined the organization entities (for example, if you have not already defined the division), type the name of the new entity in the appropriate field. The application saves the new values when you create the new application.

  6. Click Save.

  7. Click Create application.

    The Application Wizard creates the implementation application. The application includes one system administrator operator so that you can log into the application after you complete the wizard.
  8. To open the new application, click Go to app.

After you create your application, enable and extend configurable functionality and features to meet your business needs.

Have a question? Get answers now.

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