Skip to main content

Table of Contents

Extending entity home pages

The Person and Business entities have home pages that case workers and managers can access from the Case Manager portal. Home pages contain information about entities, for example, a list of related cases. You can modify the fields in page sections, for example, add a phone number to the Contact section of a Person entity home page.

  1. In Dev Studio Explorer panel, click App and find the entity class for which you want to edit a home page:

    • For Person entities, in the search field, enter PegaPS-Data-Entity-Person.
    • For Business entities, enter PegaPS-Data-Entity-Business.
    • For Facility entities, enter PegaPS-Data-Entity-Facility.
    • For Vehicle entities, enter PegaPS-Data-Entity-Vehicle.
  2. Modify the entity page by opening the following sections:

    • To modify the header of the page, click User Interface Section HeaderRO .
    • To modify the body of the page, click User Interface Section Details .
  3. Add fields to a section, by performing the following actions:

    1. In the Design tab, click Add new and select a layout, for example, Dropdown. For more information, see Section form - Completing the Design tab.

    2. Open the property panel by clicking the gear icon, and complete the Cell Properties form. For example, add a tooltip to the new field.

    3. Click Submit.

  4. Optional:

    To remove fields from a section, in the Design tab, right-click an item, and, from the context menu, select Delete. For example, right click and delete an embedded section.

Suggest Edit
Did you find this content helpful?

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega Community has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice
Contact us