Pega Infinity ’25 introduces the Case hierarchy utility widget for Constellation, enabling users to visualize, preview, and open related cases—from a case’s grandparent down to its grandchildren—directly within the case experience. You can place it in the Utility panel or on a Case tab.

1) Version

Available in Pega Platform version 25.1 and later

2) Problem Statement — Why?

Complex case lifecycles often involve nested parent–child relationships (e.g., Programs → Projects → Work Packages → Tasks). Without a contextual view:

• Users waste time switching between lists and search.
• Dependencies beyond immediate children are missed.
• Situational awareness suffers during triage and resolution.

The new widget solves this by rendering a navigable tree of related cases inline, so users stay oriented and move faster.

3) Key Benefits

• One-click navigation across related work.
• Preview or open cases without leaving the current context.
• Flexible placement: Utility panel or dedicated case tab.

4) Prerequisites

• Pega Platform ’25 (Constellation) in your environment.
• Child Case relationships defined in your case lifecycle using standard component.
• Author privileges in App Studio to edit case views and utilities.

5) Configuration Steps (App Studio — Constellation)

         1)  Open your Case type in App Studio → UX.

         2)  In Full Page View, decide placement: Utility panel (right-side pane) or Case tab (new tab in the case header).

                a)  From Utilities section:

                     i) Add the widget by searching and selecting Case hierarchy in the widget list.

                     ii)  Configure the widget: Set Heading and Icon Name.

                b)  From Tabs section:

                     i)  Add a new view under Tab, set a Name and click on submit

                     ii) Click on the view name, and add the Case Hierarchy widget under Region A

          3) Save and preview the case type.

          4) Validate by first creating a child case within your parent case and then opening the utility or case tab on parent case full view

                                                              Figure: Case hierarchy displayed with Utility panel expanded.

                                                                    Figure: Case hierarchy displayed with Utility panel collapsed.

                                                                     Figure: Case hierarchy widget displayed as a case tab

6) References & Further Learning

• https://docs.pega.com/bundle/platform/page/platform/release-notes/user-experience/constellation-25.html#cosmos-react-ref__section_onp_ljm_gfc_title
• https://docs.pega.com/bundle/platform/page/platform/user-experience/widgets.html
• https://academy.pega.com

7) Constellation 101 Series

Enjoyed this article? See more similar articles in Constellation 101 series.