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Pegasystems Inc.
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Last activity: 19 Aug 2025 9:10 EDT
Configuring Actions for data objects
Why
Every application has the features or use cases to manage the information in data objects for various purposes. The best approach is to define dedicated actions to complete specific tasks.
Having dedicated actions helps in maintaining the granular control over the authorization or access that can be provided to various users.
Supported actions for data objects
Pega supports 2 different actions for data objects
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Create case
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Update details
Create case action
With Create case option, a new case type can be launched from the context of the data object with the details of the object being automatically populated into the case type.
Below are the steps to be performed to configure this action.
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Create a case type for the action to be performed. Eg: Employment letter.
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Create a data reference field in the case data model. Eg: Employee
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Navigate to the actions tab of the data object and choose create case option and select the case type to be launched.
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Now select the data reference property in the case to hold the details of the object and save the changes.
Note: When the data object is saved with this configuration, the AllowedStartingFields data transform is updated to support the data propagation to the case type when its launched.
Update details action
With the Update details we can configure different actions against the data object to perform specific tasks.
Below are the steps to be performed to configure this
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Navigate to the actions tab of the data object and choose update details option and provide an appropriate name.
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Now click on configure user action on the right panel to configure the View and save the changes.
A new flow action is created for each of the action that is added as below.
How to leverage these actions
These actions can be leveraged from 2 places
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Menu of the Data object overview
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List view
Actions in data object overview
Actions being displayed from the menu of the Employee data object.
Actions in the list view To display actions in the list view, please enable the below checkbox with appropriate configurations on the list view settings.
Summary
In summary, actions of a data object can be leveraged to provide more granular options to interact with data for various purposes. This feature can be leveraged to even kickstart the case type journey from a predefined context.
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