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Extending associate data

Updated on January 18, 2021

The self-service portal and the case worker portal provide access to associate information for each business in the system. Individual associate entries contain such information as name, ID, and the percentage of stock that the associate owns. You can add more details, for example, specialization.

  1. In the Dev Studio Explorer panel, click App. In the search field, enter PegaPS-Data-Entity-Associate.

  2. Right-click the class and create a property for the information that you want to add, for example, Specialization.

    For more information about creating properties, see Properties - Completing the Create, Save As, or Specialization form.

  3. In the Application Explorer, find the PegaPS-Data-Associate class.

  4. Click ReportsReport DefinitionAssociateList.

  5. On the Query tab, click Add column and include the new property in the column.

  6. Include the new property in the Manage associates table by performing the following actions:

    1. In the Application Explorer, find the PegaPS-Work-Manage-Associate class.

    2. Click User InterfaceSectionManageAssociates.

    3. In the repeating grid, add a column for the new property.

      For more information about editing sections, see Section form - Completing the Design tab.

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