Conversation
Pegasystems Inc.
PL
Last activity: 31 Jul 2025 5:24 EDT
Editable Popups in Full Page Views – Alternatives in Constellation?
Hi Team,
I’m currently working with a client who has a requirement to support record-level editing within a full page view in Constellation. In traditional UI, this was typically handled by placing a button that launched an editable modal using action sets. However, since action sets are not available in Constellation, we’re exploring alternatives.
Use case: In the Service Alerts tab (rendered as a full page view and currently read-only), the client would like to provide an Edit/Update option for each record—ideally via a link or button that opens an editable popup or modal.
Question: Are there any supported patterns or recommended approaches in Constellation to enable CRUD operations in such full page views? Specifically, is there a way to launch an editable overlay or modal from a read-only list or table?
Any guidance, examples, or best practices would be greatly appreciated so we can advise the client accordingly.
Thanks! Karol
Pegasystems Inc.
GB
Are you trying to edit embedded data on a case or a data object on a landing page?
Embedded data table has support for edit in modal, so this would present as read only with edit option for each row:
Editable Popups in Full Page Views – Alternatives in Constellation? | Pega Community
For CRUD operation on landing pages this is how it works as standard displaying the data and having edit / create in modal.
Pegasystems Inc.
PL
I met with Marc yesterday review client's scenario and wanted to share a few findings and potential alternatives which we found (I have shared it with the client already). I hope that info could be useful :)
CRUD in Full Page Views for Case Types
At this time, we couldn’t identify a way to enable CRUD operations directly on a full page view created for a case type in Constellation. (i.e. list view based on a Case Type: Service Alert)
Option 1: Use a View Based on a Data Object
If the view is configured on a data object, you can enable the “Allow edit, delete, and create” checkbox, which provides CRUD support.
Documentation: Enabling CRUD operations in UI -> https://docs.pega.com/bundle/platform/page/platform/data-integration/journey-crud/crud-ui-checkbox.html
Option 2: Bulk Processing for Case Types
Another approach is to enable bulk processing for the case type. This allows users to perform updates on multiple records through a dedicated landing page.
To implement this, you would need to:
I met with Marc yesterday review client's scenario and wanted to share a few findings and potential alternatives which we found (I have shared it with the client already). I hope that info could be useful :)
CRUD in Full Page Views for Case Types
At this time, we couldn’t identify a way to enable CRUD operations directly on a full page view created for a case type in Constellation. (i.e. list view based on a Case Type: Service Alert)
Option 1: Use a View Based on a Data Object
If the view is configured on a data object, you can enable the “Allow edit, delete, and create” checkbox, which provides CRUD support.
Documentation: Enabling CRUD operations in UI -> https://docs.pega.com/bundle/platform/page/platform/data-integration/journey-crud/crud-ui-checkbox.html
Option 2: Bulk Processing for Case Types
Another approach is to enable bulk processing for the case type. This allows users to perform updates on multiple records through a dedicated landing page.
To implement this, you would need to:
- Add a Bulk Action to the case lifecycle.
- Create a landing page to display the list of cases.
- Enable bulk processing for the selected action.
Documentation with detailed guide: Enabling bulk processing of Cases in Constellation -> https://docs.pega.com/bundle/platform/page/platform/user-experience/setting-up-bulk-actions-constellation.html