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Pegasystems Inc.
PL
Last activity: 9 Oct 2025 5:16 EDT
Constellation 101
Hi and welcome to Constellation 101. Series of articles that will help you getting most of Constellation. We will present here tips, guides and best practices illustrated with real life use cases so you can learn how to build modern application with Pega Constellation
This post will be updated with links to new articles being published.
Pega Infinity '25
Articles authored in '25. These will mostly include new features and configurations found in '25 but may still apply to earlier versions
- Let's talk Infinity '25! What User Experience features have caught your attention?
- Advanced Constellation Web Embed Customization
- Document Automation with DocAI, Powered by Pega GenAI
- Custom Form Validation for Search and Select
- Caching Strategy for Pega’s Search and Select
Pega Infinity '24
These articles have been authored in '24 time frame. The content is still relevant to '25 applications, however some subtle differences in configuration options may be present.
1. Views & Display Components
Different view types and display configurations in Constellation:
- Making case History Tab more user friendly in Constellation
- Views in Constellation
- Form Views
- Partial Views
- List Views
- List View: Enabling Personalization
- Full Page View
- List View: Configuring a Table display
- List View: Search and Select UX Pattern
- Views configuration
- List Views: Grouped Rows and Table Format
- Displaying complex information on case tabs
- List View: Configuring a Gallery display
- Display Data from Work and Assign-WorkBasket tables
- Display custom property values in the full text search results
- Visualizing data from class group
2. Data Management & Integration
Articles covering data handling, APIs, and system integrations:
- Bulk actions in Constellation
- From fields to functionality - Fields associated with Data Objects and when to use them
- REST CRUD actions in Constellation
- Infinite Scrolling in Constellation Table for REST API
- Some insights into Insights (and Explore Data)
- Source a dropdown from external system of record
- Utilising Advanced Associations (joins) with Insights in Explore Data to report on Tags
- Streamlining Data Entry in Pega Constellation Applications with pxParseExcel
- Import Excel data to case (and show them in Constellation UI)
- Understanding Data Access Patterns
- How to implement Compare and Select pattern using Data Reference
- Configuring Actions for data objects
- Deployment of associated objects
- Data level attachments
- Form refresh settings: The artist formally known as “on change, run data transform..”
- Pega Common Application (aka Common Data Model)
- Deep linking and Semantic URLs
- Reference Parent case info from Child case view
3. Search & Advanced Capabilities
Advanced search functionality and modern capabilities like GenAI:
- Using Promoted Filters to Help Refine Your Data Search
- Search Select and Review pattern
- Advanced Use Cases for Search and Select Pattern
- Empty List on Load in Constellation Landing page
- Advanced Search – List Views vs Insights
- Advanced Search Gadget - Limitations and alternate design
- Unlock Powerful Search Capabilities in Pega with GenAI and Constellation
- Create OAuth 2.0 access token to call Pega API
- PDF Automation in Pega Constellation
- Complex data visualizations
4. User Experience & Interaction Patterns
User interface elements and interaction design:
- Custom recents
- Customized Followed Items
- Pre-selecting items in multi-select list in Constellation
- Switching portals and access groups in Constellation
- Bulk Transfer Assignment
- Who took my action sets
- Quickly building dynamic form field behavior with Constellation and App Studio: Cascading dropdowns
- Configuration of Web Embed
- Dynamic Labels
5. Development Tools & Resources
Tools and resources for developers:
Credera
GB
Hi @Kamil Janeczek,
I have some basic questions.
1. In a constellation, is it always recommended to create a new data model either in the implementation layer or organizational layer (e.g., Contact), or can we reuse an existing data model (e.g., PegaDATA-Contact) through inheritance? I haven't found any documentation references on this. What is the recommended approach for a greenfield application?
2. Also, should we build a new greenfield application on top of the Pega Common Data Model application, or as a standalone? What is suggested?
Thank you.
Pegasystems Inc.
PL
@Arunkum@rthanks for questions I see them already answered here: https://support.pega.com/discussion/constellation-ask-your-questions
Credera
GB
How to Add Read-Only Text to the UI or View in Constellation Without a Data Model
In traditional UI, we add a paragraph to the section. Similarly How can we achieve this in Constellation without using a data model?
Blue Zone Consulting Partners
US
@Arunkum@r Hi Arunkumar,
In Constellation I see Form views allow to override case instructions, likewise we used paragraph rules in UI-Kit to add additional information to a collect information step.
Field groups also allow this, so you might add your text to either of those. So, in a nutshell you can combine Form views (like to add top instructions) and then field groups to add more focused instructions.
Hope this helps.
Regards,
-Jose Navas
Updated: 28 Feb 2025 14:58 EST
Accenture
GB
Hi @Kamil Janeczek , Greetings. Hope you are well! I have a List being displayed with a single select, however i see the radio button selection is greyed out, i even tried with latest Search and Select but still the button is greyed out. I am on Pega 24.1.1. Please see below screenshots for reference.
Any suggestions?
Regards,
Bharat
Pegasystems Inc.
PL
@KOMARINA Hi, which button is greyed out, the radio buttons? It is not evident from the screenshot. Can you attach configuration of this field?
Accenture
GB
@Kamil JaneczekHi Kamil, Greetings. yes, the radio buttons are greyed out, last screen shot is of the view which has List and mode single-select.
Accenture
GB
@Kamil Janeczek No, Data Page just gets a response from a Connector and forms the list, not custom configuration to make it readonly
Aaseya IT Services
IN
@KOMARINA The configuration of the Datapage can have something to do with this, Check if Allow Querying checkbox is checked in the Datapage.
Incessant Technologies PVT Ltd
IN
Leaving a comment to get back later
Delta Dental of CA
US
@Kamil Janeczek hi Kamil, how to configure 'Search and Select" feature in Landing Page? Use case is to build custom search capability to query data from external system or simplified view.
Pegasystems Inc.
PL
@VenkatVVSearch and select pattern is available only for Data Reference field (so inside Case). For landing pages you can use promoted filters that are available on:
- List Views
- Insights
ComponentMaker
GB
@Kamil Janeczek Hi Kamil - these are great standalone resources. The excellent Constellation Adoption mission (which I know you were a fundamental contributor to) is a more structured way to learn Constellation. It would be good for this audience to understand whether these articles are in addition to, fully covered or partly covered by the mission. I'll take another look at the SweetLife sample application and see if I can map these 101 articles back to specific parts of the learning journey provided by the mission.
Pegasystems Inc.
PL
@NiallThanks Niall. Those materials are meant to extend what we covered in Constellation Adoption mission. This is in response to many voice that SAs/LSAs need more practical and hands on experience.
I would advise everyone to go through Constellation Adoption mission and then search for additional guidance in Constellation 101 series.
Evonsys
IN
@Kamil Janeczek I would like to ask one question regarding Converting Sales automation to constellation. Can you please guide me on this and one important question I have is, for sales automation migration from UI kit to Constellation, do we need to build the application from scratch in constellation like how we are doing for Smart Investigation or we just convert UI kit sales automation through pega modernization assistant. Please guide me on this. Thank you.
Erste Digital
AT
@Kamil Janeczek I would like to clarify one issue I am getting on one of our Constellation application. We have an insight on one of our data type and it's showing all the values correctly. However, while applying filter on one of our fields(Type-Text), it's showing error. During inspection, I found the payload which shows that it has error but I am not able to find what's wrong with that filter field. I have tried applying filter on some other text fields available on that Insight, all are working fine. I have attached the error details and also JSON Payload for the query.
Pegasystems Inc.
PL
@RumelaBasuhi, appologies for late reply. Could you please create a new conversation for this issue? To have a chance that other experts see your question.
Erste Digital
AT
@Kamil Janeczek Hi Kamil, this issue is resolved as we have modified the column type for the specific field. So, few months back this field was newly created with a type change. So it created a type mismatch between DB column type and the Pega property type. We have modified the column type to Varchar with the help of PegaCloud team and it's working fine now. Thanks a lot for responding.
conED
CA
Hi Kamil, Hope you are doing well!! I have a requirement where user selects Customer hotel preferences (with columns like Name, location and budget). In the next screen, a table with customer selected hotels should be displayed and user selects one hotel based on the availability and move forward. In above requirement, i have achieved the first part (using multi select data reference pagelist property), but I got struct with second part, how to display customer selected hotels in a table with radio button for each row and allow the user to select one hotel based on the availability. Please note that I have a data type for hotels.
Could you please advise on how to achieve this using Pega Constellation UI? Thank you.