Advanced Search Context Reset on Case Reopen in Pega Constellation

User Experience
1

In Pega Constellation, I used Advanced Search to apply filters and locate a specific address. After selecting an address from the filtered results, I clicked “Save for Later” and closed. However, when I reopen the case, the previously applied filters are not retained, and the system displays all data from the address database along with selected address.

Advance Search .png
Advance Search .png911×402 18.9 KB

Reopened case.png
Reopened case.png912×668 45.4 KB

Is the behavior of Advanced Search filters being cleared after reopening a case expected in Pega Constellation? If so, could you please suggest a recommended approach or best practice to retain filter criteria across sessions or case reopen events?

2

@Mohamed Siddiq NI believe this is expected behaviour. Search and select is meant to allow for selecting a record and then do some operation on it. It preserves object being selected, but the state of selection UI is not preserved on it is own.

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@Mohamed Siddiq N as @Kamil Janeczek touched on, this is expected. The Search and Select form uses a transient container to build the search interface. Because the container is transient, the associated fields do not participate in the main case payload.

So requirements like validating the search/filter inputs or saving them are not provided out of the box. IF this is a must have you have a couple of options, though I personally would not pursue these (maybe option 1 if 1000% needed)

  1. Break this up into your own “search flow”, with your own top level fields on the case that then return your own data reference or picklist field filtered on these values. By having the fields on your case, the save for later will also save these. This would be a change in UX, where by you’d need a screenflow like experience to submit the fields, then next step select.
  2. Build your own Search and Select DX component, that maintains session state. Like option 1, you’d likely have to save this on your case somewhere, so add them to your data model - the only advantage here is the UI could be exactly the same.
  3. Customize the Search and Select. We have a Constellation 101 article on doing this for validation, although I have not seen this for saving the search it could be possible to use the same hooks. It’s neither recommended nor best practice.
    1. Custom Form Validation for Search and Select | Pega Community
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