Creating Local action from Constellation's Landing Page

[Shaun17501594 (Shaun Paul Moses)]

Hi everyone hope you are doing well.

I have a requirement to migrate a local action from traditional UI to Constellation. this local action in traditional UI has been configured using a flow action, section and view. I need this local action to be launched from the landing page in constellation through a widget or button. I already tried to implement this using custom dx component I’m able to open a view but I’m not able to configure a submit button for post processing. Is there any way to implement this?

Thanks,

Shaun

[JayachandraSiddipeta]

Hello @Shaun17501594

Well, the requirement cannot be directly implemented AS IS in constellation, as constellation does not support local actions to be rendered as a landing page.

I know we will be tempted to jump to custom DX components whenever we see this kind of requirement. However, we have to be very cautious before we are deal with custom components.

You might have to think through the business outcome you were achieving in traditional UI and how can you mimic the same outcome in constellation.

On that note, please answer these questions so that we can suggest any alternatives,

1. Does your local action + section show a list of records from a data type or work cases and user tries to update one or more records on submission of the screen?
2. Is the local action + section setup some kind of configuration screen?
3. Does this screen have any external integration connectivity ?
4. Does this screen relates to a specific case or in general?

Please note that you can only show list views, insights, etc in landing pages as of now, as they are meant to execute on the portal context and not on any specific case context.

Want to hear more from you.

Regards

JC

[Shaun17501594 (Shaun Paul Moses)]

hello @JayachandraSiddipeta ,
Thanks for the response.

basically, what the local action does is that it schedules Out of Office for the users.

1. The view contains a few text fields, Check Box, Dropdown (Operator name, Backup Operator) and a submit button.
2. It uses a Modal Template.
3. No there are no external integrations just a few Dt, Activities are used in preprocessing and post processing.
4. It is not related to any case type.

Thanks,
Shaun Paul Moses

[JayachandraSiddipeta]

Please refer to the following links for your requirement.

CRUD Operations for Operator Records via Landing Page

Purpose and Design Considerations: Whenever a new Data Type is created in Constellation application, it is an easy process to configure a way to maintain records of this Data Type: the Data Pages to browse, query and save the records are already in place. The properties defined on the Data Type, are ready to be used in list views and landing pages. And OotB views for Create and Edit actions are in place. For some of already existing classes – Operators, Work Queues, Organization etc. it is also…

How to update operator profile or data in Constellation application using savable datapage

In Constellation, we can update data instance using savable datapage by using custom dxcomponent component. In this sample, operator record/profile will be updated using savable datapage. Steps: Create a savable datapage under class “Data-Admin-Operator-ID”. Define datasource to open a record and Data save options as “database update”, define datatransform and validation rule to ensure data formatting. [data page options.png] Define parameter and mark as “Is this page used for alte…

Pega Constellation - Update Operators from Dashboard

@RajeshM17245081 upon looking the screenshot you have provided regarding the error, it appears that the default data pages for your Data-Admin-Operator-ID Datatype may not be configured correctly. We conducted a similar implementation (for Absence Scheduling of Operators), and I will attach our findings below for your reference. CC: @MarcCheong @sva02 Ideally, the Edit option should appear as depicted in the image I am attaching below; however, you may encounter an error upon submission. No…

Update - Operator Profile in Constellation Portal

Two solutions to improve the UX: If you use a card/gallery view for your “list of one” then you can show the current operator record in a nicer way (than table) This has the added advantage of being reusable for managers who may want to manage their team (its a list, so will expand based on your definition of the list shown for each persona) Use a case to manage the operator record (with the saveable datapage approach). You can improve the UX by using the “quick links” case launcher to make…

Regards

JC

[Shaun17501594 (Shaun Paul Moses)]

Thanks @JayachandraSiddipeta

[MarcCheong]

@Shaun17501594 adding to JC’s list, you could also look at launching a case to do this. CRUD actions on data usually is fine but if you have specific process or auditing needs, a case might be needed.

https://docs.pega.com/bundle/platform/page/platform/user-experience/configuring-the-quick-create-widget.html

The can be placed on any landing page and configured to only launch specific cases.

User Experience Expert Circle

all these can be found on our Constellation 101 series as well. Would recommend you join our User Experience Expert Circle for more content like this.

I am going to move this across to User Experience, so it can be found with other Constellation queries.

This does mean you can’t reply unless you’re a member, so please join if you need to respond again.

[Shaun17501594 (Shaun Paul Moses)]

Hi @MarcCheong
Thanks For the response. At the moment I’m not sure If I want to create this as a case type, but I’ll consider this if there are no other options left.

Thanks,

Shaun Paul Moses