Conversation
Pegasystems Inc.
PL
Last activity: 9 Dec 2025 9:48 EST
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
Like this post to get updated with links to new articles as they are 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 Pegaโs Search and Select
- Introducing the Case Hierarchy Utility Widget
- Constellation โ25 Release Highlights: New UI Features and Demos
- Customizing Constellation Portal
- Insights: Calculations, Cascading Filters, Conditional Formatting, and Detail Views
- Deep Linking to Assignments
- Preview PDF in Constellation
- Building an Enhanced DX Component: with SummaryList and SummaryItem Components
- Initiating cases in Constellation using a low-code approach from APP Studio
- Working with Constellation DX components in library mode
- How to hide Query Info in Constellation Applications (from Infinity '25)
- Pre & Post Processing for Embedded Data: E.g. Prefilling a line in a table or updating data after line is added
- Customizing the Constellation Loading Indicator: A Simple CSS Approach
- Beyond Display: Enabling Sort and Filter on Calculated Fields in Infinity '25
- Default Values in Search Fields while using search and select pattern
- Display columns as links in Constellation tables with non-queryable data pages
- Custom Bearer Grant Type
- CRUD Operations for Operator Records via Landing Page
- Getting started with the Constellation DX Components UI Gallery
- Accelerating Time to Value: Best Practices on Delivering in Challenging Timelines
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 (Global Search)
- Visualizing data from class group
- How to notify users to refresh an outdated List View in Constellation UI
- Protect While You Build: Pega GenAI Prompt Redaction
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 โon change, run data transform..โ
- 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 โ 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
- How to update operator profile or data in Constellation application using savable datapage
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.
Pegasystems Inc.
GB
๐ง๐ผ๐ฝ ๐ญ๐ฌ ๐๐ผ๐ป๐๐๐ฒ๐น๐น๐ฎ๐๐ถ๐ผ๐ป ๐ญ๐ฌ๐ญ ๐ฎ๐ฟ๐๐ถ๐ฐ๐น๐ฒ๐! It all started as a small idea by @Kamil Janeczek share a few insights, best practice and real life implementation experiences. It is now a central vehicle for our ๐จ๐๐ฒ๐ฟ ๐๐ ๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ฒ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐๐ถ๐ฟ๐ฐ๐น๐ฒ to help those on the Constellation journey. For those new to the series, our 10 most engaged posts are:
๐ง๐ผ๐ฝ ๐ญ๐ฌ ๐๐ผ๐ป๐๐๐ฒ๐น๐น๐ฎ๐๐ถ๐ผ๐ป ๐ญ๐ฌ๐ญ ๐ฎ๐ฟ๐๐ถ๐ฐ๐น๐ฒ๐! It all started as a small idea by @Kamil Janeczek share a few insights, best practice and real life implementation experiences. It is now a central vehicle for our ๐จ๐๐ฒ๐ฟ ๐๐ ๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ฒ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐๐ถ๐ฟ๐ฐ๐น๐ฒ to help those on the Constellation journey. For those new to the series, our 10 most engaged posts are:
- Some insights into Insights (and Explore Data)
- Utilising Advanced Associations (joins) with Insights in Explore Data to report on Tags
- Create OAuth 2.0 access token to call Pega API
- Display Data from Work and Assign-WorkBasket tables
- Import Excel data to case (and show them in Constellation UI)
- Pre-selecting items in multi-select list in Constellation
- Deep linking and Semantic URLs
- Configuring Actions for data objects
- Using Promoted Filters to Help Refine Your Data Search
- Making case History Tab more user friendly in Constellation
A big thanks to @Will Cho, @RameshSangili, @KubaP , @sriks1, @tiruk and @DaveFinley for their contributions here. ๐ช๐ฎ๐ป๐ ๐๐ผ ๐ฐ๐ผ๐ป๐๐ฟ๐ถ๐ฏ๐๐๐ฒ? We invite everyone share their knowledge.
- Or post a reply here for good candidates/suggestions.
Virtusa PVT Ltd
LK
I have a requirement within the Pega Constellation architecture to display Customer Product Holdings in a hierarchical structure. Please refer to the attached image for a visual representation of the desired output.
Pega currently provides a built-in Case Hierarchy widget. Could you advise on the feasibility of leveraging this existing widget to fulfill my specific requirement?
Alternatively, I would appreciate suggestions for an official, out-of-the-box Pega approach to achieving this display without requiring custom implementation.
Pegasystems Inc.
PL
hi, when you are working with prescribed design system you have set of features and configurations at your disposal. Constellation is exactly like that, but more to that it allows for extension. So if needed you can build your solution to look like the one presented on a screen.
If you would like to take advantage of what is ootb in Platform or as extension in Constellation UI Gallery: https://github.com/pegasystems/constellation-ui-gallery, then better starting point is description of business needs rather that mockup or print screen.
Having the business needs (not the ui requirements) we can think what ootb pieces we can use to assemble the solution.