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 '26
Articles authored in '26. These will mostly include new features and configurations found in '26 but may still apply to earlier versions.
- Preserving Read-Only, Hidden, and Background Values During Refresh and Submit
- Enable and configure auto-save in Constellation
- Embedding the Pega Customer Service Web Messaging widget in a Constellation portal
- Beyond DX Components: Extending Pega Mobile UI with Custom Modules
- Constellation UI Gallery 4.0.5 for Pega '25
- Review embedded data rows in modal
- Display Case Step instructions as a banner in Infinity 26.1
- What's new in User Experience '26: Real-Time Application UI Editing in Preview Mode
- Vibe coding DX Components, part 3: from guide.md to a real skill
- Extending Constellation UI with an AI-First Approach
- Customize Available Languages in the Constellation Localization Wizard
- Pega Constellation React SDK: Getting the Foundation Right Before Building Custom DX Components
- Pega Savable Data Pages: From Data Retrieval to Data Persistence
- Dynamic Case Instructions in Pega โ Contextual Guidance with Message Banners Infinity' 26 ๐ฏ
- How to launch a Constellation case from a UI-Kit case and exchange data
- Dynamic Badge Styling in Pega Infinity โ26 ๐จ
- Accelerate Pega DX Component Development with Claude โ A Full Lifecycle Automation
- Transitioning to Constellation: A developers journey to extending the User Experience
- Video: Making the Case for Constellation - For Traditional UI clients
- Managing File Upload Access in the Attachments Widget โ Pega Infinity โ26 ๐
- Get AI coding agents to nail Pega DX API integrations the first time
- Multi-step Form Navigation in Pega Infinity โ26 ๐งญ
- Promoting Optional Actions in Pega Infinity โ26 โก
- A Comprehensive Workflow for Debugging Pega Constellation Apps
- Configuring Formatted Inputs in Pega Infinity โ26 ๐
- Three easy ways to perform complex searches OOTB
- What's New in User Experience '26: New guardrail warning for custom components
- Constellation UI Infinity 26 Enabling CRUD operations for list-based landing pages
- Constellation UI Infinity 26 Display Image on screen
- What's new in User Experience '26: New submenu support for Portal navigation
- Whatโs new in User Experience โ26: Improved table performance
- Better Search & Select Experience for Large Data Sets in Pega Infinity โ26๐
- ๐ Pega Constellation: Built Accessible-First!
- Remove default border from repeating view display format for embedded data
- What's new in User Experience '26: Streamlined and standardized Constellation hotfix delivery
- Unlocking User Insights: How to configure Analytics in your Constellation Application
- Headless data with the DX API
- What's new in User Experience '26: Localization support for custom Data Object Actions
- What's new in User Experience '26: Add and configure complex fields directly in the View Rule form
- What's new in User Experience '26: Primary Fields are now the default for all list types
- Localizing Case-Level Data in Constellation Views
Pega Infinity '25
- Letโs talk Infinity '25! What User Experience features have caught your attention? (Infinity '25)
- Advanced Constellation Web Embed Customization (Infinity '25)
- Custom Form Validation for Search and Select (Infinity '25)
- Caching Strategy for Pegaโs Search and Select (Infinity '25)
- Introducing the Case Hierarchy Utility Widget (Infinity '25)
- Constellation '25 Release Highlights: New UI Features and Demos (Infinity '25)
- Customizing Constellation Portal (Infinity '25)
- Insights: Calculations, Cascading Filters, Conditional Formatting, and Detail Views (Infinity '25)
- Deep Linking to Assignments (Infinity '25)
- Preview PDF in Constellation (Infinity '25)
- Building an Enhanced DX Component: with SummaryList and SummaryItem Components (Infinity '25)
- Initiating cases in Constellation using a low-code approach from APP Studio (Infinity '25)
- Working with Constellation DX components in library mode (Infinity '25)
- How to hide Query Info in Constellation Applications (from Infinity '25)
- Pre & Post Processing for Embedded Data (Infinity '25): E.g. Prefilling a line in a table or updating data after line is added
- Customizing the Constellation Loading Indicator: A Simple CSS Approach (Infinity '25)
- Beyond Display: Enabling Sort and Filter on Calculated Fields in Infinity '25 (Infinity '25)
- Default Values in Search Fields while using search and select pattern (Infinity '25)
- Display columns as links in Constellation tables with non-queryable data pages (Infinity '25)
- Custom Bearer Grant Type (Infinity '25)
- CRUD Operations for Operator Records via Landing Page (Infinity '25)
- Getting started with the Constellation DX Components UI Gallery (Infinity '25)
- Accelerating Time to Value: Best Practices on Delivering in Challenging Timelines (Infinity '25)
- Implementing data updates in Constellation applications (Infinity '25)
- Exploring Localization Configurations in Application rule (Infinity '25)
- Low-code approach of Group by and Partial hierarchical (Infinity '25)
- Multi-step Forms, Hierarchical Forms and Parallel Processes (Infinity '25)
- What we learned in 2025 about Pega Constellation: Key Extension Points, Overrides, and Configuration Strategies (Infinity '25)
- Inserting Multiple Records into a Pega Data Type from a Custom DX Component/Constellation SDK (Constellation 24/25)
- Split-Screen Confidence: Visual Validation in Constellation (Infinity '25)
- Case-Type-Specific Dropdown Values in Constellation Using a Single Property (Infinity '25)
- When Insights Become an Entry Point to Create Work in Constellation (Infinity '25)
- Build Faster with Pega Web Embed: Seamlessly Embed Powerful Case Management in Your Website (Infinity '25)
- Localization in Infinity 25: Bundles, not scattered rules (Infinity '25)
- Implementation of custom pulse type in Constellation (Infinity '25)
- Infinity 25 Localization Guide: Translating Dynamic Text Rules and Decisioned Paragraphs (Infinity '25)
- Rendering Image Attachments in a View
- Integrate Constellation and UI-Kit using Pega APIs
- Using an Embedded Data List as a Picklist Source (with combo-box)
- How Form refresh works with Page List properties
- Abstract classes in Constellation are not a best practice
- Overriding Localization Bundles in Infinity 25
- Uncovering the XY problem
- How to hide the โgo buttonโ in Assignments, My Worklist and Task Lists
- Display columns as links in Constellation tables with non-queryable data pages
- Security of Constellation applications
- Launching a Case from an existing Service Case in Pega Customer Service
- Seamless DocuSign eSignature Integration in Pega Constellation
- Search and select pattern with reusable views
- Visualizing Complex Relationships in Pega: Practical Options for Investigations
- Vote Hijri Calendar React DX Component for Pega Constellation
- How to hide the follow action
- Vibe coding a Constellation DX Component by Peter Bessman
- Vibe Coding Constellation DX Components with LLMs: A Practitionerโs Guide by Paulo Tonin
- Clearer Forms, Happier Users: Out-of-the-Box Ways to Add Context in Constellation
- Building a Custom DX Component using Claude Code
- Local development for Constellation DX Components
- Vibe coding: a lapsed developer's journey into DX Components
- Managing data objects with nested data structures in Constellation (important DSS!)
- Creating Insights Using Complex Data
- Using promoted filters on the landingpage and using the query for filtering in a datatransform
- Moving Beyond Delegated Data โ Meet the Records Manager Landing Page
- https://forums.pega.com/t/pega-setup-instructions-for-pega-process-extender-for-salesforce-lightning/12036
- https://forums.pega.com/t/set-default-state-for-summary-and-utility-panels/12078
- Enable Preview Panel for External Data Integration
- Set property values on load of landing page in Constellation
- https://forums.pega.com/t/how-to-upload-attachments-and-create-cases-using-pega-dx-api-v2/12235
- https://forums.pega.com/t/idempotency-and-purity-for-modern-pega-apps/12272
- https://forums.pega.com/t/embedded-data-and-security-in-pega-constellation/11763
- https://forums.pega.com/t/allowquery-associations-and-calculated-fields-a-practical-learning-from-constellation/11765
- https://forums.pega.com/t/firewall-configuration-for-pega-mobile-mbs-and-push-notifications/12544
- https://forums.pega.com/t/pass-current-user-information-to-an-insight/12223
- https://forums.pega.com/t/how-to-show-optional-actions-whilst-performing-action-task/12639
- https://forums.pega.com/t/restricting-case-creation-while-allowing-assignment-processing/12656
- https://forums.pega.com/t/bring-pega-constellation-forms-into-your-native-mobile-apps-with-the-constellation-mobile-sdk/12766
- https://forums.pega.com/t/testing-pega-constellation-applications/9303
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:
- Making case History Tab more user friendly in Constellation (Infinity '24)
- Views in Constellation (Infinity '24)
- Form Views (Infinity '24)
- Partial Views (Infinity '24)
- List Views (Infinity '24)
- List View: Enabling Personalization (Infinity '24)
- Full Page View (Infinity '24)
- List View: Configuring a Table display (Infinity '24)
- List View: Search and Select UX Pattern (Infinity '24)
- Views configuration (Infinity '24)
- List Views: Grouped Rows and Table Format (Infinity '24)
- Displaying complex information on case tabs (Infinity '24)
- List View: Configuring a Gallery display (Infinity '24)
- Display Data from Work and Assign-WorkBasket tables (Infinity '24)
- Visualizing data from class group (Infinity '24)
- How to notify users to refresh an outdated List View in Constellation UI (Infinity '24)
- Protect While You Build: Pega GenAI Prompt Redaction (Infinity '24)
- Integrating Pega Constellation React SDK with Next.js 16 (Infinity '25)
2. Data Management & Integration
Articles covering data handling, APIs, and system integrations:
- Bulk actions in Constellation (Infinity '24)
- From fields to functionality - Fields associated with Data Objects and when to use them (Infinity '24)
- REST CRUD actions in Constellation (Infinity '24)
- Infinite Scrolling in Constellation Table for REST API (Infinity '24)
- Some insights into Insights (and Explore Data) (Infinity '24)
- Source a dropdown from external system of record (Infinity '24)
- Utilising Advanced Associations (joins) with Insights in Explore Data to report on Tags (Infinity '24)
- Streamlining Data Entry in Pega Constellation Applications with pxParseExcel (Infinity '24)
- Import Excel data to case (and show them in Constellation UI) (Infinity '24)
- Understanding Data Access Patterns (Infinity '24)
- How to implement Compare and Select pattern using Data Reference (Infinity '24)
- How to implement the compare and select pattern in Constellation UI (Infinity '24)
- Configuring Actions for data objects (Infinity '24)
- Deployment of associated objects (Infinity '24)
- Data level attachments (Infinity '24)
- Form refresh settings: The artist formally known as โon change, run data transform..โ (Infinity '24)
- Pega Common Application (aka Common Data Model) (Infinity '24)
- Deep linking and Semantic URLs (Infinity '24)
- Reference Parent case info from Child case view (Infinity '24)
- Enabling โExport to Excelโ for Case History in Constellation (Infinity '24)
3. Search & Advanced Capabilities
Advanced search functionality and modern capabilities like GenAI:
- Using Promoted Filters to Help Refine Your Data Search (Infinity '24)
- Search Select and Review pattern (Infinity '24)
- Advanced Use Cases for Search and Select Pattern (Infinity '24)
- Empty List on Load in Constellation Landing page (Infinity '24)
- Advanced Search โ List Views vs Insights (Infinity '24)
- Advanced Search Gadget - Limitations and alternate design (Infinity '24)
- Unlock Powerful Search Capabilities in Pega with GenAI and Constellation (Infinity '24)
- Create OAuth 2.0 access token to call Pega API (Infinity '24)
- PDF Automation in Pega Constellation (Infinity '24)
- Complex data visualizations (Infinity '24)
4. User Experience & Interaction Patterns
User interface elements and interaction design:
- Whatโs Up with Constellation Form Layout? (Infinity '24)
- Patterns in Constellation (Infinity '24)
- Who took my action sets (Infinity '24)
- Whatโs up with Constellation Form Layout
- Quickly building dynamic form field behavior with Constellation and App Studio: Cascading dropdowns (Infinity '24)
- Pre-selecting items in multi-select list in Constellation (Infinity '24)
- Switching portals and access groups in Constellation (Infinity '24)
- Bulk Transfer Assignment (Infinity '24)
- Configuration of Web Embed (Infinity '24)
- Dynamic Labels (Infinity '24)
- 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:
- https://forums.pega.com/t/get-ai-coding-agents-to-nail-pega-dx-api-integrations-the-first-time/12967
- https://forums.pega.com/t/accelerate-pega-dx-component-development-with-claude-a-full-lifecycle-automation/13266
- https://forums.pega.com/t/pega-constellation-react-sdk-getting-the-foundation-right-before-building-custom-dx-components/13135
- https://forums.pega.com/t/constellation-sdk-adoption-guide-when-to-use-sdks-and-key-decision-criteria/13129
- https://forums.pega.com/t/extending-constellation-ui-with-an-ai-first-approach/12870
- https://forums.pega.com/t/vibe-coding-dx-components-part-3-from-guide-md-to-a-real-skill/13061
- https://forums.pega.com/t/constellation-ui-gallery-4-0-5-for-pega-25/12941
- Vibe coding: a lapsed developerโs journey into DX Components (Infinity '25)
- Building a Custom DX Component using Claude Code (Infinity '25)
- Vibe coding a Constellation DX Component (Infinity '25)
- Vibe Coding Constellation DX Components with LLMs: A Practitionerโs Guide (Infinity '25)
Extending Constellation: A Deep Dive into Constellation DX Components (Infinity '25) 
Extending Constellation: Unlock Advanced UI Customization with Constellation SDKs (Infinity '25) 
- https://forums.pega.com/t/how-to-add-custom-dx-component-to-listview-table-in-constellation-application/7947
- Introduction to the gallery of Constellation DX Components (Infinity '24)
- Custom recents (Infinity '24)
- Customized Followed Items (Infinity '24)
- How to implement a CAPTCHA Challenge inside a form in Constellation (Infinity '24)
- How to connect to an external application using the OAuthConnect component with Constellation (Infinity '24)
- How to enhance Constellation portal navigation with external links (Infinity '24)
- How to implement a calendar widget for Constellation UI as a DX Component (Infinity '24)
- Display custom property values in the full text search results (Global Search) (Infinity '24)
- Constellation Flexible UI (Infinity '24)
6. Development Tools & Resources
Tools and resources for developers:
- https://forums.pega.com/t/pega-center-out-architecture-build-once-with-pega-deploy-pega-anywhere/12965
- https://forums.pega.com/t/innovating-with-pega-constellation-blending-traditional-ui-with-modern-architecture/7678
- https://forums.pega.com/t/testing-pega-constellation-applications/9303
- Constellation Cheat Sheet (Infinity '24)
- Patterns in Constellation (Infinity '24)
- Modernization Assistant tool experience v. 1 (Infinity '24)
- Localization in Constellation (Infinity '24)
7. Strategic Apps and Frameworks
For those using more specialised applications:
- Pega Common Application (aka Common Data Model) (Infinity '24)
- Launching a Case from an existing Service Case in Pega Customer Service (Infinity '25)
- https://forums.pega.com/t/embedding-the-pega-customer-service-web-messaging-widget-in-a-constellation-portal/12912
8. Adopting Constellation
- https://forums.pega.com/t/video-making-the-case-for-constellation-for-traditional-ui-clients/13331
- https://forums.pega.com/t/august-25-an-upcoming-pega-constellation-webinar-you-should-not-miss/13108
- Constellation Adoption โ Quick Refresh Notes
- https://forums.pega.com/t/how-to-launch-a-constellation-case-from-a-ui-kit-case-and-exchange-data/13209
- Integrate Constellation and UI-Kit using Pega APIs








