Constellation- Ask your Questions!

Ask Your Questions to Our Constellation Experts!

We are seeing a lot of excitement around Constellation from everyone in the Pega community. We have also just seen the launch of the new Constellation Playbook that helps your organization choose the right Constellation adoption strategy for you. So, until the end of the year, we thought it would be great to give you a direct route to our experts so you can get involved too!

So, if you have a question, or ideas around Constellation implementation, why not share it with the team. We will also be looking to post answers to questions we have received so far!

Our Constellation space here is monitored by some of our product, business and technical implementation experts.

  • Dion Lammers, Di Smith-Knowles and Braam Smith from the Partner Success team

  • Shyam Agarwal, Sreedhar Ganduri and Sam Alexander from our Product teams

  • Caroline Power and Paul Barnes from Business Excellence

  • Global Consulting Lead for Constellation Kamil Janeczek and Technical Solutions Director Marco Duizer

We look forward to engaging with you! Thank you.

@MarissaRogers

What is the roadmap for Constellation UI support for Pega native offline mobile applications? As per below documentation, offline mobile application needs to be based on Theme cosmos UI, please suggest when can Pega fully supports the Constellation UI for offline mobile apps?

@MarissaRogers

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. How can we achieve this in Constellation without using a data model?

@MarissaRogers

  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?

@MarissaRogers

In web-embed while using grant type as “Authorization code” we can perform actions like create case . But for that we have to provide userid and password in pega login screen which gets pops up.

How to pass userid and role from external system for “Custom-bearer” grant type in web-embed to get the token. so that we can bypass the login screen via oAuth2.

@MarissaRogers are there any published documents on the benefits of constellation that can effectively help us sell this solution? Thanks

@MarissaRogers

We are migrating our application from Traditional UI to Constellation UI using the Self Service OOTB portal from Pega. In our Traditional UI application we are informing the UI using the Notification Channel functionality. With Constellation UI we want to replace the Notification Channel with the Messaging functionality. With the implementation we are facing some problems. I hope someone can help me.

In our application we need to validate user input with an external service. This external service can give three answers.

  • Ok ) input is approved user can continue
  • Not ok ) input is declined and the user needs to modify his input.
  • Human interaction) The system cannot validate it, a person needs to validate user input. Within 15 min a user should provide Ok or Not ok. Our application then polls the external system for the answer

When an answer is returned by the external system we store the result in a data type. Besides the 3 answers we get some extra information that we need for extra validation or to show the user on the screen. As the service call can take some time we created a dedicated queue processor to perform the interaction, store the result in the data type and inform the user, via a notification channel, about the result in the UI. The Notification Channel triggers a refresh on parts of the screen.

Now with Constellation UI we want to build a similar interaction. We have a screen for the input. When the user moves to the next screen we start the interaction with the external system. The result is shown on the next assignment. Currently we are doing this via a declare trigger. The declare trigger then triggers (based on status change) a queueprocessor to perform the interaction with the external system.

We have been using the solution for list data pages as described by @RichardMarsot . However in our scenario we have one record that relates to the particular case. This results in a single page data page. For this scenario we cannot use the solution described. But this particular solution would be fine for us. Informing the user a change was made would be a minimum solution. Preferably we would like to refresh part(s) of the screen. The user would then get something like: Initially the user would see the text “Waiting for an answer” when an answer is retrieved the users sees the text “Ok” with a green background or “Not ok” with a red background.

We were able to build a solution with the messaging functionality to send the text to the UI. We used the activity pxC11NPublishMessage to send the message and in the view we used generic custom component where we can subscribe to messages. We are able to get the text in the UI when we run the activity our selves but when its part of the full logic it is not working. I read somewhere that the messaging functionality works from a declare trigger, but does it also work when we run pxC11NPublishMessage from a queue processor?

When we are able to inform the UI we want to refresh parts of the UI by getting the latest information from the database via a data page show them on the screen. Another application that is build by another team with a REACT SDK frontend is able to create custom code to act upon the message that comes in. But want to have custom react code unless there is no other option. How can we achieve this with OOTB Pega functionality?

@MarissaRogers

In our application we have tables that show cases. These can be child cases or top level cases. As described on this support post it is possible to configure editable actions on row item in the table.

I am able to configure these options for my application. However I am not able to do this for a types of data pages. When I am using a datapage that is sourced by a report definition I am able to get the hamburger menu and it shows the possible case wide actions.

However when I used a data page that is sourced via a data transform it is not showing a hamburger menu and I am not able to access my case wide actions.

Is this design on purpose? Is there a way to tweak my data pages sourced via a data transform?

Sebastiaan

@MarissaRogers

I wonder what this “use alternate design system” check-box on the portal configuration tab is meant for…

The documentation does not explain anything about it. The URL should point do something, requirements ?
Configuring a Constellation Portal

@MarissaRogers

Since we have moved away from action sets now, we have a requirement that has come up at two client places, and we wanted to see if there is an easy approach.

The users are on a primary assignment and are performing a task. Suddenly, they are required to take a temporary action (which is to search for information in another system, get a high-level record of information only the primary fields, and then subsequently get detailed information or secondary fields for review; the user has the option of backing out or canceling the search if they don’t find the response). We have implemented it by adding an optional process, so clicking on that spawns another process where a search and select pattern is used to bring in the data; now, the user is not happy with the data, so the user cancels the action.

Our issue is that since we launched a temporary flow, a second assignment remains on the case. This is confusing to the users and creates usability issues. Is there a better approach to this?

@velam4

I hope this helps!

@MarissaRogers

Hi, We have a Q from business about security test & performance standard benchmark on UI built on Constellation. I couldn’t find much details on this topic, could you please share.

Do you have any suggestions on how to approach the Q if Constellation UI & components made from it are safe or certified.

@MarissaRogers

In our Constellation UI application we use server side validation to validate user input when submitting a flow action. We noticed some inconsistent use in showing the validation errors when there are multiple validation errors. Sometimes the messages are collapsed and sometimes the message are opened. I have the assumption it has to do with the number of messages. Is there any documentation about this? It would help use to inform our client about the behavior they can expect.

@MarissaRogers

When we use refresh by Declare Expression on Constellation, do we need to prepare messaging service(require DX Component)?

@MarissaRogers : Extension point on hiding parent case link in constellation?

Problem Statement :

There is no configuration point for us to disable parent case link as shown below. (SS-1). We are not able to find custom code as well in react to hide the link as its part of case view template.

Why:

  • We have two personas (business and supplier). Business access parent and child cases and supplier can access only the child case.
  • We would like to not show the parent case id link to avoid supplier view the parent case.

What has been tried:

We tried to implement ARO for parent class and restrict supplier persona to not access but this will not work as by default pega tries to access parent case when we tried to perform any task in child case.

Tried with ABAC read policies, and we can achieve case link disabled, however we are not able to perform the task from supplier. (SS-2)

SS-1:

SS-2:

. Unauthorized access for the given parameter ID
The cover VF--WORK RFP-938016 for the work object VF--Work-BID-** could not be opened: You are not authorized to open instance VF--WORK RFP-938016Access Control Policy denied access for class VF--Work-RFP and action Open. UID is
733544665298

@MarissaRogers

I have a question regarding translation package.

I followed steps of above article and downloaded translation package.
But the spread sheet of translation package doesn’t include properties.

On Translation Issue.xlsx I attached the screen shot of case type and translation package.
I want to translate label of TicketTypeOption to Japanese word,
but translation package doesn’t include this property.
So I updated the spread sheet and added the property but it didn’t solve the issue.

Could you tell me how to set each items of spread sheet of translation package when translate label of property?

Translation Issue.xlsx (36.9 KB)

@MarissaRogers- Below are my questions on Constellation app we are building in Pega 24.2 :

  1. We sent emails in our case processing and they are shown in attachment widget. The hyperlink on these email are showing an option to download, is there a way to show the content of email directly than a download as html?

  2. Using Semantic URL, user is able to open a case using a button in an email. The pain point is that it opens the case and he need to click on 'Go button to open the assignment. We only have assignment and I like to configure button in email to open the assignment directly. Any pointers?

  3. We want to distinguish our test env from Prod when end users use it. Want to show some banner ‘TEST ENV’ on the header for our test env based on production level but I dont see any option to achieve.

@AK___

Often, paragraph rules in section/harness rule technology were used to provide “instruction text” for the entire form, or for a group of related fields within a form. In Constellation, you can configure the form’s instruction text in the form view. To configure instruction text for a set of fields, create a Field Group on the form, configure the instruction text, and add your fields.

The value to clients is multifaceted: Built-in accessibility, consistency, less rule maintenance, responsive.

Does this cover your use case?

@Imranullah-db Hi this should be addressed in 24.1 or higher. Cancel will also cancel the created flow. In what version are you working?

@MarissaRogers : Bulk Operator Creation - Capability Constellation

We have a requirement in our project to have a Admin Tool to allow the end users to create Bulk Operator profiles for which we need the ability to Upload the list of operator and there details as an excel file and parse those data and display the same on screen. We had this tool implemented in Theme Cosmos and the same Tool needs to be implemented in Pega Constellation as well. In Theme Cosmos we have used pzFilePathWithForm for uploading the file and pxParseExcelFile for parsing the same in UI. What is the alternative options we have in Constellation? How can we attach a file externally, not using the OOTB Attachment Utility provided in Constellation.