Conversation
Pegasystems Inc.
GB
Last activity: 2 Dec 2025 15:10 EST
Pre & Post Processing for Embedded Data
Discover how to add or edit embedded data using actions with full control. Apply pre/post processing for smarter interactions, validate entries instantly, and refresh forms dynamically. Perfect for complex workflows requiring accuracy and automation.
The above video also covers the useful tips like:
- usage of TOP (instead of pyWorkPage)
- actions on embedded data (including pre/post processing to prefill data)
- form refresh settings
You may also find these tutorials and docs helpful
- Validating marking of a single row in an Embedded Data table as primary
- Validating total amount in the Embedded Data table
- Validating unique values in the Embedded Data table
- Validating Embedded Data tables
- Flow Actions configuration for editing rows in Embedded Data tables
- Configuring a list of records Embedded Data field
- Modal dialog box
- Adding rows to Embedded Data fields in pre-processing
- Recording update times in rows in Embedded Data tables
Related Articles
- Form refresh settings: The artist formally known as “on change, run data transform..” written in Infinity '24
Credit
@MARIK, SrikanthY16686929, LantzAndreas and AlexD619 for bringing to light in this Expert Circle conversation
Constellation 101 Series
Enjoyed this article? See more similar articles in Constellation 101 series.
Vodafone
IN
@MarcCheong Hi, is functionally limited to only for embedded reference? are we able to use from landing pages with list view and insights, when we create a new record to check the record already present and avoid duplicates records and all?
Pegasystems Inc.
GB
@VenkateswararaoK a good question! This 101 was to outline the new '25 feature.
Embedded Data tables support Views or Actions
If you configure an Embedded Data list of record field to appear as a table that is editable in a modal dialog box, you can now source the content of that modal from either a View or an Action. Because User Actions support pre- and post-processing and refresh condition, when you use them in an embedded table, you can define validations that can help your users avoid inputting incorrect data.
For more information, see Views and Actions in modal dialog boxes.
@VenkateswararaoK a good question! This 101 was to outline the new '25 feature.
Embedded Data tables support Views or Actions
If you configure an Embedded Data list of record field to appear as a table that is editable in a modal dialog box, you can now source the content of that modal from either a View or an Action. Because User Actions support pre- and post-processing and refresh condition, when you use them in an embedded table, you can define validations that can help your users avoid inputting incorrect data.
For more information, see Views and Actions in modal dialog boxes.
Creating new data instances from a list view, this is not part of this feature. I don't believe there is a way to execute your business outcome exactly like outlined above - you'd likely need to do somethings with keys to avoid duplicates, like you would of done in UI Kit when delegating data... However, its not an area I've explore in depth. I'd suggest starting a new Conversation on UX Expert Circle, see if we can find someone in the community with experience in this area