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Configuring tables on landing pages

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Help users to quickly process large amounts of information by setting up list views. Pega Platform applications display list views as tables, which you can configure to support filtering, sorting, and custom presentation options.

For example, a portal for managers can include a table that lists cases assigned to individual teams. Each manager can then gain quick insight into the work at hand and the status of ongoing cases.
Create a view that uses the List View template. For more information, see Creating a landing page for an application.
  1. Open the page that you want to edit:

    1. In the navigation pane of App Studio, click Channels.

    2. In the Current channel interfaces section, click the icon that represents the portal with the page that you want to edit.

    3. On the portal page, on the Content tab, click the Landing pages category.

    4. In the Landing pages pane on the left side of the screen, click the page that you want to edit.

  2. In the Data source field, select the list from which you want to source the table contents.

  3. In the Columns section, add the columns that you want to include in your table by clicking Add, and then select the property that you want to associate with the column.

  4. In the Sort by list, select the property that you want to use to sort the table.

  5. In the Sort order list, select the order in which you want to sort the table.

  6. Optional:

    To define what data is displayed in the table, set one or more filters:

    1. In the Filter by list, select Custom, and then click the Properties icon.

    2. In the Condition Builder window, define the expression that you want to use to filter the table contents.

    3. Optional:

      To build a complex filter with more than one expression, click the Add icon, and then define an additional expression.

      To set up a filter that displays only cases resolved the day before, build an initial condition Case status is equal to Complete, and a second condition Update time/date is equal to 1 day. Set the logical operator between the conditions to and.
  7. Optional:

    To define additional table behavior, select check boxes that represent specific personalization settings.

    To give users the tools to hide table columns, select Allow user edit column visibility.

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