Sunday, 25 November 2018

How to Use Navigation in PEGA


How to Use Navigation in PEGA

Lets assume we have a portal in which there is a Navigation on the Left side and header on the top and Main Working area is in Right Side like this



Now On Clicking Home, Corresponding Home content should visible in Main Content area,
On Clicking About Us, Corresponding About Us Content should visible in Main Content area,
On Clicking Services, Corresponding Services Content should visible in Main Content area

How to achieve this in Pega?

There is a rule called Navigation rule , by using this we can achieve this concept. Lets see how to use this practically.
Every portal has a portal rule, Manager portal has a portal rule, Case Worker portal has a portal rule.
Lets Create One Portal Named "Lets Shop".

In the access group we can see the available portals in the application. Click Add Portal and add our portal by creating New one.


I created a portal, Here we have to map a Harness that will visible when we launch the portal.




I created a New Harness Name "LetsShopMainHarn" and mapped to our portal rule and save.


I mapped our portal in list of portals in Access Group Rule. Now we can launch our portal, Lets see how it looks .


Now I launched the portal, there is nothing in this portal, because we not configured anything in the harness.

So lets design our portal.


Choose Header Left screen layout.




Now lets Create One section for Header Area.




I added my Header Section contain one label.

Lets Create Navigation Section and add Navigation rule in that section.




I drag and drop the menu control from Advance Category and added a navigation rule.

Now we have to add Menus to our Navigation rule.


I added the first menu of our portal named 'Home', We have to add action for this menu, then only corresponding harness will load on the right content area of the portal.


I select Harness from action and select Target as "Replace Current".We have to provide here the Harness which we are going to create for Home Page.

Lets Create and Map HomePage harness.


I created one Harness with some content for Home page and added to the Home Page Menu.


Next to the Harness I added another one action "Run Script". We have to add this function for indexing purpose. Here I mapped Home page index as 0, Then it automatically take about as index as 1, our service index as 2 respectively.


Similarly I added menu for about us , and added Harness for About us and after the Harness we have to add one Script "RemoveScreenLayoutMask". If we not used this function then a empty screen will display if we cut the harness, So added this script.


Similarly I added menu for Our Services and added harness for this menu.


Now we finished Navigation rule part. Lets Design content part of our Harness. 



Lets Drag and Drop One section, I provide Name for this section like "LetsShopMainArea"

In this section, Our First Layout should be "Dynamic Container", Why we should use Dynamic Container??.

If we are not use dynamic container, Then on clicking menu your harness will not load on Main Content area.
If you use Dynamic Container, then the harness in your menu will replace the harness that we provide in the Dynamic Container.


Lets implement Dynamic Container in our Section.




We have to load the harness dynamically in this section so we have to choose Harness as Default View in this option and we have to provide a Default harness which is visible on portal launch. I add HomePage harness in this option.





Delete the Dynamic layout which is there as default.


Lets Launch the portal and see the result.


This is the screen which is visible on launching portal, Now Click About Us and check AboutUsHarness is loading or not.





On Clicking About Us "AboutUs" Harness is loading.

Lets click Our Service and test that menu also.


Now all the menus working properly. If u have any doubt ask in comment :)

9 comments:

  1. Super dude:)

    In home menu you have added some products to display...that section, did you created any binary file to store image or predefined section?

    Kindly let me know..

    ReplyDelete
  2. I used binary file to store image and me only created that section. I think there is some predefined section also there in pega to display ptoducts. Thank u for ur comment😊

    ReplyDelete
  3. How can we create the same side navigation excercise using flowaction and flow

    ReplyDelete
  4. Yes, side navigation can be achieved by screen layout whichever you want. Screen layout consists of left pane, right pane, header, footer.. Screen layout should be added in the harness :)

    ReplyDelete
  5. Please don't get me wrong, but, I have'n trying this example from last 6 months and I am still not able get this.
    Every time when I click on the menubar it always opens the harness replacing the current harness along with the menu, header and footer.
    Why you didn't show how you created the HomeHarness with screen layout and other 2 harness for "About Us" and "Our Service". Those runscript with function doesn't work. I am using 7.4 version and I am really angry with incomplete topics.
    Sorry

    ReplyDelete
  6. Dear Bharath,

    This is a good article, but there is something missing in it. I have followed the same steps as mentioned, after creating I'm seeing the Home/AboutUs/OurService Harness getting completely replaced in screen and navigation menu getting disappeared. Please check and let us know if we did anything wrong or add any missing part.

    Thanks again!

    ReplyDelete