Question

Designing a User Interface to collect more information and showing review screen with edit link to update collected information

Hi

I have to collect information of new Employee. Like, Name, Contact details, past educational history, work history, reference details, passport details, visa details, bank account details etc. Once the details are collected, all the information should be shown in a consolidated view with a [edit] link under each section.

I have tried an option to collect the information in a screen flow. I am able to collect the information but i am not able to design a consolidated review screen convincingly. For example, Showing the same section which is used to collect input in Read-Only form makes the display little odd. Also to provide an edit link, should I need to create a bunch of boolean properties to toggle in the visible whens of each section?

Please advice

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Pega
November 12, 2017 - 7:19am

HI Mohan,

You may try adding the link with action set as "Save" on any event (Click/Double click).

Regards,
Evita.

November 12, 2017 - 10:13pm
Response to Evita_08

Hi Evita - Thanks for the reply. I want to show the screen read-only initially. Screen has multiple layouts and each layouts contains few sections embedded. For example if I click the 'edit' link under 'Employment History', screen should make that section alone editable and others should stay read-only. I can create some boolean properties for each section and toggle between read-only and editable section for the link associated sections. But i would like to know whether thats a best practice to do.

Pega
November 12, 2017 - 11:01pm
Response to MOHANRAJS7274

Hi Mohan,

Instead of toggling between the sections, how about using the navigation buttons which are a part of the Screen flow harness? There is a Back and Next button. You can use these for navigation.

I have attached a use-case to explain how you can implement it. Do let me know if it helps.

Regards,
Evita.

November 13, 2017 - 11:53pm
Response to Evita_08

Thanks Evita. That was very helpful. Is there a good way to achieve it outside the screen flow as well because i have a requirement where some of the info captured in the screen flow by a data entry operator can be edited by a reviewer or approver.

Pega
November 15, 2017 - 1:27am
Response to MOHANRAJS7274

Hi Mohan,

Outside of screenflow , you can include the section "pyCaseActionAreaButtons" which has navigation buttons. This section is included in the Perform Harness, but you may use it wherever you need it. Or add buttons in your section and use the same script as set for the buttons in the section "pyCaseActionAreaButtons".

Regards,
Evita.