ok, i wasn’t aware you wanted to “Select and Update” a data reference, from the description I mistook that it was read only showing more data.
- Option 1: Form refresh settings. As outlined by @JayachandraSiddipeta above (thanks JC!)
- Option 2: Sepearate the screen into multiple assignments. Step 1 - data reference, Step 2 embedded data (pre-populated using preprocessing)
- Option 3: Saveable Data Page. Use a saveable datapage as the source of your field defined in your case datamodel. I’ve just realised we don’t have this outlined anywhere neatly in Docs, Academy or our Constellation 101 (@Kamil_Janeczek and I will work to get a new 101 out soon!).
There is a hint at this in the Case Reference field type, but I can’t find much on Data References. Updating data in a Case by using savable Data References
So the implementation looks something like this:
Select and update reference data
Data Reference field supports edition of existing objects – select and edit pattern. User can select record from referenced Data Object and edit it. In order to use this pattern, you need to:
When all conditions are met Pega renders form in editable mode allowing user to modify
Data Object. Data is saved on assignment submission
Warning: data gets copied to a case so is later not refreshed from so urce