We are trying to modernize an application from Theme Cosmos to Pega Constellation. On a landing page Table component sourced by a Work class list data page, we need users to be able to modify a case field (like a case’s Priority property) directly from the row grid layout without opening the case full screen.
We enabled “Allow editing records” on the view. The three-dot icon shows up on the rows, but it displays “no actions available”.
To give it a view to open, we tried with the Data Designer of our Work case class and created an Action on actions tab with a basic field layout. However, the three-dot row menu still just displays “No actions available.”
Does Constellation completely block row-level modal editing pyEdit forms when a table is sourced by a Work class?
If this approach is restricted, what is the OOTB alternative to let users update case data directly from a landing page list view?
This feature works well in 25.1.2 and 26 as well. Just create a case wide local action in the case type configuration and it should appear in the three dot menu. There is also an audit note being captured when we submit an action.
Creating a case wide local actions and the local action is getting displayed in the three dot list in the landing page. However, if we are having multiple landing pages for the same casetype or if we are having a landing page with two tabs and if we need to conditionalize not to be visible in one tab or not to be visible for other landing pages. So, these scenarios we are facing difficulties in hiding those local actions based on conditions.
@VVNagaSaiN && @RameshSangili - Any suggestions on how to conditionalize between landing pages or tabs available?
@RameshSangili && @VVNagaSaiN , We are currently using this casetype pydefault rule when conditions to check if this local action to be performed in landing page or after opening the case. This we are controlling through this when rule, but our requirement is how can we differentiate between two tabs in a landing page which is of same case class table and conditionalize the local actions of it . We could not find anything to conditionalize for this requirement.
I don’t think we can decide the visibility of actions based on the landing page as of now. We can only decide it based on the data present in the case.
