Constellation Table Row Edit and User Actions failing on Work Class lists

General
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1

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?

2

I think it’s not a best practice to modify the case data right from Landing Page. Please use one of the following options to modify the case data

  1. Landing Page → Case Link → Go → Modify the case data
  2. Case wide Optional Actions (if the assignment is assigned to other user)

Allow Edit records are intended for Data Reference Data type on the Landing Pages (not for EmbeddedData).

@MarcCheong - Thoughts?

3

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.