Hi all,
I’m trying to add case search functionality to a Portal Dashboard using Pega properties, but the dashboard configuration only offers List View, Insights, and Widgets as options — I don’t see a way to add a search component built on specific Pega properties (similar to how you’d configure a report definition or list view with property-based filters/search criteria).
Has anyone found a way to:
Add a property-based search option directly on a Portal Dashboard, or
Work around this limitation using one of the existing options (List View/Insights/Widgets)?
Any guidance, workaround, or pointer to documentation would be appreciated.
Can you please provide more provide context about your question? What do you mean by Search component built on Pega properties?
I don’t see a way to add a search component built on specific Pega properties (similar to how you’d configure a report definition or list view with property-based filters/search criteria).
You could use insights or List views with Promoted filters option. This will give similar experience where we see some fields on top and based on those fields, we see the search results.
To add to what @VVNagaSaiN has said.
Insights/List Views
Offer Promoted Filters to search the list
I borrowed this image from @DaveFinley’s great Constellation 101 on the topic Using Promoted Filters to Help Refine Your Data Search
Dashboards
Offer the same experience but across multiple Insights. You can see more in Pega Docs: https://docs.pega.com/bundle/platform/page/platform/reporting/creating-dashboards.html
Dashboard template
When you create a new landing page you also have a dashboard template that provides filters. Apologies for the zoom level as its all the way at the bottom of the config.
More details on your needs?
It sounds like you’re missing dashboards or dashboard template, this should meet your searching needs. However, if there is more to your use case let us know.
Different User Experience?
If you’re looking at providing different User Experiences with filters there are some ways to tweak this. However, I would caution about straying too far from the OOTB configuration.
