Conversation
ASB
IN
Last activity: 8 Dec 2025 6:40 EST
Pega Constellation - Update Operators from Dashboard
Hi Team,
We have a requirement to show the list of operators based on workgroup and Manager can update the operator details from the list. Could you please help us how this can be implement in pega constellation ? Is it possible in Pega Constellation ?
Pegasystems Inc.
PL
@RajeshM17245081 it is definitely possible, and frankly speaking, quite often requested feature.
We are planning to post an article with detailed configuration. In the meantime, hoping others can share their experience.
ASB
IN
@Kamil Janeczek Is it possible in Pega Infinity '24.2.2. Iam not able to get the edit options even though allow editing is checked in the table view for Data-Admin-Operator-ID class.
And If the view is configured for work class im able to see the edit options in table view of same portal with same above configurations. Seems like by default constellation is blocking the edit options other than work class tables.
Pegasystems Inc.
GB
@RajeshM17245081 this was recently asked https://community.pega.com/conversations/user-experience/absence-schedu…
Unfortunately, besides the article I just shared we don't have a full Constellation 101 covering this completely OOTB on the data object. In the past I have created a new data object and then in the SSO mapped that data into the creation of the operator record, this was back in '23 before CRUD actions on data was fully mature so was the best way we found.
@Aditi Mehta @aa007 @sva02 are you able to share any of your learnings from attempting this on Data-Admin-Operator-ID class? I know you got it working in '25, what about '24?
Pegasystems Inc.
IN
@MarcCheong This solution worked in '25. In '24, we were not able to update the Data-Admin-Operator-ID records using the CRUD operations.
Pegasystems Inc.
GB
@Kamil Janeczek Right now, the closest we have is https://support.pega.com/discussion/how-update-operator-profile-or-data… but this requires a DX Component to achieve the UI requirements.
ASB
IN
@MarcCheong @Kamil Janeczek Yeah when i directly implemented with OperatorID class. Iam not getting edit options and its calling cases API and failing due to case not found for the given parameter ID. Please find the screenshot attached
Pegasystems Inc.
IN
upon looking the screenshot you have provided regarding the error, it appears that the default data pages for your Data-Admin-Operator-ID Datatype may not be configured correctly.
We conducted a similar implementation (for Absence Scheduling of Operators), and I will attach our findings below for your reference.
CC: @MarcCheong @sva02 Ideally, the Edit option should appear as depicted in the image I am attaching below; however, you may encounter an error upon submission.
Nonetheless, as an alternative, you may also consider utilizing the "User Actions" tab on the Datatype to create a local action and attempt to update your changes using a Data Transform or Activity.
upon looking the screenshot you have provided regarding the error, it appears that the default data pages for your Data-Admin-Operator-ID Datatype may not be configured correctly.
We conducted a similar implementation (for Absence Scheduling of Operators), and I will attach our findings below for your reference.
CC: @MarcCheong @sva02 Ideally, the Edit option should appear as depicted in the image I am attaching below; however, you may encounter an error upon submission.
Nonetheless, as an alternative, you may also consider utilizing the "User Actions" tab on the Datatype to create a local action and attempt to update your changes using a Data Transform or Activity.
Pegasystems Inc.
IN
@RajeshM17245081 24.2.3
Pegasystems Inc.
IN
@RajeshM17245081 Not very sure Rajesh, but what I have sent , I think that should be done in 24.2.2. also.
Pegasystems Inc.
IN
@aa007Also Rajesh. I want to re-confirm and bring to your notice that, although the "Edit" option is seen in 24.2.3 on UI but on submit, it throws an Error as I previously mentioned above in my first reply to this thread. So ultimately, it does not help even if you get the edit option on UI. Nevertheless, When the same was tried with 25.1. lab instance, there it worked perfectly fine.
Pegasystems Inc.
PL
@RajeshM17245081and others interested: we just published detailed article how to configure requested feature: https://community.pega.com/conversations/user-experience/crud-operation…
Configuration done on Pega 25, most probably similar config on Pega 24.