Constellation 101

[Kamil_Janeczek]

Hi and welcome to Constellation 101. Series of articles that will help you getting most of Constellation. We will present here tips, guides and best practices illustrated with real life use cases so you can learn how to build modern application with Pega Constellation

Like this post to get updated with links to new articles as they are published.

Pega Infinity '25

Articles authored in '25. These will mostly include new features and configurations found in '25 but may still apply to earlier versions

1. Let’s talk Infinity '25! What User Experience features have caught your attention? (Infinity '25)
2. Advanced Constellation Web Embed Customization (Infinity '25)
3. Custom Form Validation for Search and Select (Infinity '25)
4. Caching Strategy for Pega’s Search and Select (Infinity '25)
5. Introducing the Case Hierarchy Utility Widget (Infinity '25)
6. Constellation ’25 Release Highlights: New UI Features and Demos (Infinity '25)
7. Customizing Constellation Portal (Infinity '25)
8. Insights: Calculations, Cascading Filters, Conditional Formatting, and Detail Views (Infinity '25)
9. Deep Linking to Assignments (Infinity '25)
10. Preview PDF in Constellation (Infinity '25)
11. Building an Enhanced DX Component: with SummaryList and SummaryItem Components (Infinity '25)
12. Initiating cases in Constellation using a low-code approach from APP Studio (Infinity '25)
13. Working with Constellation DX components in library mode (Infinity '25)
14. How to hide Query Info in Constellation Applications (from Infinity '25)
15. Pre & Post Processing for Embedded Data (Infinity '25): E.g. Prefilling a line in a table or updating data after line is added
16. Customizing the Constellation Loading Indicator: A Simple CSS Approach (Infinity '25)
17. Beyond Display: Enabling Sort and Filter on Calculated Fields in Infinity '25 (Infinity '25)
18. Default Values in Search Fields while using search and select pattern (Infinity '25)
19. Display columns as links in Constellation tables with non-queryable data pages (Infinity '25)
20. Custom Bearer Grant Type (Infinity '25)
21. CRUD Operations for Operator Records via Landing Page (Infinity '25)
22. Getting started with the Constellation DX Components UI Gallery (Infinity '25)
23. Accelerating Time to Value: Best Practices on Delivering in Challenging Timelines (Infinity '25)
24. Implementing data updates in Constellation applications (Infinity '25)
25. Exploring Localization Configurations in Application rule (Infinity '25)
26. Low-code approach of Group by and Partial hierarchical (Infinity '25)
27. Multi-step Forms, Hierarchical Forms and Parallel Processes (Infinity '25)
28. What we learned in 2025 about Pega Constellation: Key Extension Points, Overrides, and Configuration Strategies (Infinity '25)
29. Inserting Multiple Records into a Pega Data Type from a Custom DX Component/Constellation SDK (Constellation 24/25)
30. Split-Screen Confidence: Visual Validation in Constellation (Infinity '25)
31. Case-Type-Specific Dropdown Values in Constellation Using a Single Property (Infinity '25)
32. When Insights Become an Entry Point to Create Work in Constellation (Infinity '25)
33. Build Faster with Pega Web Embed: Seamlessly Embed Powerful Case Management in Your Website (Infinity '25)
34. Localization in Infinity 25: Bundles, not scattered rules (Infinity '25)
35. Implementation of custom pulse type in Constellation (Infinity '25)
36. Infinity 25 Localization Guide: Translating Dynamic Text Rules and Decisioned Paragraphs (Infinity '25)
37. Rendering Image Attachments in a View
38. Integrate Constellation and UI-Kit using Pega APIs
39. Using an Embedded Data List as a Picklist Source (with combo-box)
40. How Form refresh works with Page List properties
41. Abstract classes in Constellation are not a best practice
42. Overriding Localization Bundles in Infinity 25
43. Uncovering the XY problem
44. How to hide the “go button” in Assignments, My Worklist and Task Lists
45. Display columns as links in Constellation tables with non-queryable data pages
46. Security of Constellation applications
47. Launching a Case from an existing Service Case in Pega Customer Service
48. Seamless DocuSign eSignature Integration in Pega Constellation
49. Search and select pattern with reusable views
50. Visualizing Complex Relationships in Pega: Practical Options for Investigations
51. Vote Hijri Calendar React DX Component for Pega Constellation
52. How to hide the follow action
53. Vibe coding a Constellation DX Component by Peter Bessman
54. Vibe Coding Constellation DX Components with LLMs: A Practitioner’s Guide by Paulo Tonin
55. Clearer Forms, Happier Users: Out-of-the-Box Ways to Add Context in Constellation

Pega Infinity '24

These articles have been authored in '24 time frame. The content is still relevant to '25 applications, however some subtle differences in configuration options may be present.

1. Views & Display Components

Different view types and display configurations in Constellation:

1. Making case History Tab more user friendly in Constellation (Infinity '24)
2. Views in Constellation (Infinity '24)
3. Form Views (Infinity '24)
4. Partial Views (Infinity '24)
5. List Views (Infinity '24)
6. List View: Enabling Personalization (Infinity '24)
7. Full Page View (Infinity '24)
8. List View: Configuring a Table display (Infinity '24)
9. List View: Search and Select UX Pattern (Infinity '24)
10. Views configuration (Infinity '24)
11. List Views: Grouped Rows and Table Format (Infinity '24)
12. Displaying complex information on case tabs (Infinity '24)
13. List View: Configuring a Gallery display (Infinity '24)
14. Display Data from Work and Assign-WorkBasket tables (Infinity '24)
15. Visualizing data from class group (Infinity '24)
16. How to notify users to refresh an outdated List View in Constellation UI (Infinity '24)
17. Protect While You Build: Pega GenAI Prompt Redaction (Infinity '24)
18. Integrating Pega Constellation React SDK with Next.js 16 (Infinity '25)

2. Data Management & Integration

Articles covering data handling, APIs, and system integrations:

1. Bulk actions in Constellation (Infinity '24)
2. From fields to functionality - Fields associated with Data Objects and when to use them (Infinity '24)
3. REST CRUD actions in Constellation (Infinity '24)
4. Infinite Scrolling in Constellation Table for REST API (Infinity '24)
5. Some insights into Insights (and Explore Data) (Infinity '24)
6. Source a dropdown from external system of record (Infinity '24)
7. Utilising Advanced Associations (joins) with Insights in Explore Data to report on Tags (Infinity '24)
8. Streamlining Data Entry in Pega Constellation Applications with pxParseExcel (Infinity '24)
9. Import Excel data to case (and show them in Constellation UI) (Infinity '24)
10. Understanding Data Access Patterns (Infinity '24)
11. How to implement Compare and Select pattern using Data Reference (Infinity '24)
12. How to implement the compare and select pattern in Constellation UI (Infinity '24)
13. Configuring Actions for data objects (Infinity '24)
14. Deployment of associated objects (Infinity '24)
15. Data level attachments (Infinity '24)
16. Form refresh settings: The artist formally known as “on change, run data transform..” (Infinity '24)
17. Pega Common Application (aka Common Data Model) (Infinity '24)
18. Deep linking and Semantic URLs (Infinity '24)
19. Reference Parent case info from Child case view (Infinity '24)
20. Enabling ‘Export to Excel’ for Case History in Constellation (Infinity '24)

3. Search & Advanced Capabilities

Advanced search functionality and modern capabilities like GenAI:

1. Using Promoted Filters to Help Refine Your Data Search (Infinity '24)
2. Search Select and Review pattern (Infinity '24)
3. Advanced Use Cases for Search and Select Pattern (Infinity '24)
4. Empty List on Load in Constellation Landing page (Infinity '24)
5. Advanced Search – List Views vs Insights (Infinity '24)
6. Advanced Search Gadget - Limitations and alternate design (Infinity '24)
7. Unlock Powerful Search Capabilities in Pega with GenAI and Constellation (Infinity '24)
8. Create OAuth 2.0 access token to call Pega API (Infinity '24)
9. PDF Automation in Pega Constellation (Infinity '24)
10. Complex data visualizations (Infinity '24)

4. User Experience & Interaction Patterns

User interface elements and interaction design:

1. Patterns in Constellation (Infinity '24)
2. Who took my action sets (Infinity '24)
3. What’s up with Constellation Form Layout
4. Quickly building dynamic form field behavior with Constellation and App Studio: Cascading dropdowns (Infinity '24)
5. Pre-selecting items in multi-select list in Constellation (Infinity '24)
6. Switching portals and access groups in Constellation (Infinity '24)
7. Bulk Transfer Assignment (Infinity '24)
8. Configuration of Web Embed (Infinity '24)
9. Dynamic Labels (Infinity '24)
10. How to update operator profile or data in Constellation application using savable datapage (Infinity '24)

5. Extend & Customize the Constellation UI

Leveraging the Constellation UI is the fastest time to value, for custom requirements you can use DX Components and SDKs:

1. Extending Constellation: A Deep Dive into Constellation DX Components (Infinity '25)
2. Extending Constellation: Unlock Advanced UI Customization with Constellation SDKs (Infinity '25)
3. Introduction to the gallery of Constellation DX Components (Infinity '24)
4. Custom recents (Infinity '24)
5. Customized Followed Items (Infinity '24)
6. How to implement a CAPTCHA Challenge inside a form in Constellation (Infinity '24)
7. How to connect to an external application using the OAuthConnect component with Constellation (Infinity '24)
8. How to enhance Constellation portal navigation with external links (Infinity '24)
9. How to implement a calendar widget for Constellation UI as a DX Component (Infinity '24)
10. Display custom property values in the full text search results (Global Search) (Infinity '24)

6. Development Tools & Resources

Tools and resources for developers:

1. Constellation Cheat Sheet (Infinity '24)
2. Patterns in Constellation (Infinity '24)
3. Modernization Assistant tool experience v. 1 (Infinity '24)
4. Localization in Constellation (Infinity '24)

6. Strategic Apps and Frameworks

For those using more specialised applications:

1. Pega Common Application (aka Common Data Model) (Infinity '24)
2. Launching a Case from an existing Service Case in Pega Customer Service (Infinity '25)

[Arunkum_r (Arunkumar Velmurugan)]

Hi @Kamil Janeczek,

I have some basic questions.

1. In a constellation, is it always recommended to create a new data model either in the implementation layer or organizational layer (e.g., Contact), or can we reuse an existing data model (e.g., PegaDATA-Contact) through inheritance? I haven’t found any documentation references on this. What is the recommended approach for a greenfield application?

2. Also, should we build a new greenfield application on top of the Pega Common Data Model application, or as a standalone? What is suggested?

Thank you.

[Arunkum_r (Arunkumar Velmurugan)]

@Kamil Janeczek

How to Add Read-Only Text to the UI or View in Constellation Without a Data Model

In traditional UI, we add a paragraph to the section. Similarly How can we achieve this in Constellation without using a data model?

[Vamsi07 (Vamsi Pala)]

Leaving a comment to get back later

[VenkatVV (Venkat Vaddineni)]

@Kamil Janeczek hi Kamil, how to configure 'Search and Select" feature in Landing Page? Use case is to build custom search capability to query data from external system or simplified view.

[Niall (Niall Riddell)]

@Kamil Janeczek Hi Kamil - these are great standalone resources. The excellent Constellation Adoption mission (which I know you were a fundamental contributor to) is a more structured way to learn Constellation. It would be good for this audience to understand whether these articles are in addition to, fully covered or partly covered by the mission.

I’ll take another look at the SweetLife sample application and see if I can map these 101 articles back to specific parts of the learning journey provided by the mission.

[RumelaBasu]

@Kamil Janeczek I would like to clarify one issue I am getting on one of our Constellation application. We have an insight on one of our data type and it’s showing all the values correctly. However, while applying filter on one of our fields(Type-Text), it’s showing error. During inspection, I found the payload which shows that it has error but I am not able to find what’s wrong with that filter field. I have tried applying filter on some other text fields available on that Insight, all are working fine. I have attached the error details and also JSON Payload for the query.

InsightFilterError.docx (46.1 KB)

[JagathP3 (Jagath Panditharathne)]

@Kamil Janeczek

I have a requirement within the Pega Constellation architecture to display Customer Product Holdings in a hierarchical structure. Please refer to the attached image for a visual representation of the desired output.

Pega currently provides a built-in Case Hierarchy widget. Could you advise on the feasibility of leveraging this existing widget to fulfill my specific requirement?

Alternatively, I would appreciate suggestions for an official, out-of-the-box Pega approach to achieving this display without requiring custom implementation.

[Zumry (Zumry Amanulla)]

Hi @Kamil Janeczek,

We are facing an issue with Multi select / ComboBox fields in Pega Constellation Ul.
When a user submits a case with a Multi-select, the selected values display correctly on the entry screen. However, on the Review screen, the values are rendered as hyperlinks instead of plain text.
Is there any configuration or recommended approach to disable the hyperlink behavior for Multi select values and display them as non-clickable text?

[Kamil_Janeczek]

@AK___thanks for questions I see them already answered here: Constellation- Ask your Questions! | Support Center

[josenavas]

@A___K____ Hi Arunkumar,

In Constellation I see Form views allow to override case instructions, likewise we used paragraph rules in UI-Kit to add additional information to a collect information step.

Field groups also allow this, so you might add your text to either of those. So, in a nutshell you can combine Form views (like to add top instructions) and then field groups to add more focused instructions.

Hope this helps.

Regards,

-Jose Navas

[KOMARINA (Srinivas Bharat Komarina)]

Hi @Kamil Janeczek , Greetings. Hope you are well! I have a List being displayed with a single select, however i see the radio button selection is greyed out, i even tried with latest Search and Select but still the button is greyed out. I am on Pega 24.1.1. Please see below screenshots for reference.

Any suggestions?

Regards,
Bharat

[Kamil_Janeczek]

@VenkatVVSearch and select pattern is available only for Data Reference field (so inside Case). For landing pages you can use promoted filters that are available on:

• List Views

• Insights

[Sai_Vinod (Sai Vinod Gorantla Naga)]

@Kamil Janeczek
I would like to ask one question regarding Converting Sales automation to constellation.
Can you please guide me on this and one important question I have is, for sales automation migration from UI kit to Constellation, do we need to build the application from scratch in constellation like how we are doing for Smart Investigation or we just convert UI kit sales automation through pega modernization assistant.

Please guide me on this. Thank you.

[Kamil_Janeczek]

@RumelaBasuhi, appologies for late reply. Could you please create a new conversation for this issue? To have a chance that other experts see your question.

[MarcCheong]

𝗧𝗼𝗽 𝟭𝟬 𝗖𝗼𝗻𝘀𝘁𝗲𝗹𝗹𝗮𝘁𝗶𝗼𝗻 𝟭𝟬𝟭 𝗮𝗿𝘁𝗶𝗰𝗹𝗲𝘀!

It all started as a small idea by @Kamil Janeczek share a few insights, best practice and real life implementation experiences. It is now a central vehicle for our 𝗨𝘀𝗲𝗿 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗘𝘅𝗽𝗲𝗿𝘁 𝗖𝗶𝗿𝗰𝗹𝗲 to help those on the Constellation journey.

For those new to the series, our 10 most engaged posts are:

1. Some insights into Insights (and Explore Data)
2. Utilising Advanced Associations (joins) with Insights in Explore Data to report on Tags
3. Create OAuth 2.0 access token to call Pega API
4. Display Data from Work and Assign-WorkBasket tables
5. Import Excel data to case (and show them in Constellation UI)
6. Pre-selecting items in multi-select list in Constellation
7. Deep linking and Semantic URLs
8. Configuring Actions for data objects
9. Using Promoted Filters to Help Refine Your Data Search
10. Making case History Tab more user friendly in Constellation

A big thanks to @Will Cho, @RameshSangili, @KubaP , @sriks1, @tiruk and @DaveFinley for their contributions here.

𝗪𝗮𝗻𝘁 𝘁𝗼 𝗰𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗲? We invite everyone share their knowledge.

• Or post a reply here for good candidates/suggestions.

[Kamil_Janeczek]

@JagathP3

hi,
when you are working with prescribed design system you have set of features and configurations at your disposal. Constellation is exactly like that, but more to that it allows for extension. So if needed you can build your solution to look like the one presented on a screen.

If you would like to take advantage of what is ootb in Platform or as extension in Constellation UI Gallery: GitHub - pegasystems/constellation-ui-gallery: This open-source repository provides a collection of ready-to-use and customizable Constellation DX components. Use this resource to gain inspiration, best practices, and a solid foundation for implementing custom components., then better starting point is description of business needs rather that mockup or print screen.

Having the business needs (not the ui requirements) we can think what ootb pieces we can use to assemble the solution.

[Kamil_Janeczek]

@KOMARINA Hi, which button is greyed out, the radio buttons? It is not evident from the screenshot. Can you attach configuration of this field?

[Kamil_Janeczek]

@KOMARINAthanks, I would need to play with it. Never seen it. Any specific custom with configuration of data page?

[Kamil_Janeczek]

@Niall (ComponentMaker)Thanks Niall. Those materials are meant to extend what we covered in Constellation Adoption mission. This is in response to many voice that SAs/LSAs need more practical and hands on experience.

I would advise everyone to go through Constellation Adoption mission and then search for additional guidance in Constellation 101 series.