Exercise: Get Familiar with Designer Studio

Scenario
The Designer Studio portal can be used by Pega 7 System Architects and Developers who will be
creating case types and process flows.

Role: System Architect

User Name: SAE1Architect

Password: password

Approach
Log onto the Pega 7 system and become familiar with the Designer Studio portal.
From the Designer Studio portal, try the following:

Use the Case Explorer to open a case type.

Use the Application Explorer to view UI sections

Hints
1. Icons help you to navigate through Pega 7 create case forms
2. Designer Studio in the header indicates youre using the Designer Studio portal.
3. + Create is used to create a new instance of a case type.
4. Tabs at the top of the work area indicate the open items that are currently available.

Procedure
Part 1 Use the Cases explorer menu.
5. Log into the Pega 7 environment with the Username and Password listed in the Scenario.

6. If the explorer panel is not visible on the left of the screen, make the window wider, or click
the menu icon to the left of the Pega 7 icon.

7. Select Cases from the list of explorer menus on the left of the screen and then select the
Candidate case type.

8. Familiarize yourself with the Case Designer landing page. Try the following:

Click Run to create an instance of the case type

Select Legend from the Actions menu to view the stage and process legend.

Part 2 Use the Application explorer menu.

Sections are used to define User Interface (UI) layouts. View some of the sections used in the
Candidates case type by finding them in the Application Explorer menu.
1. Select App from the list of explorer menus on the left of the screen and then expand
Candidate User Interface Section to see the list of UI sections for this case type. Click
CollectPersonalInfo to view the UI section that is used to collect personal information for
the job candidate.

The UI section will open in the work area.