Display Sibling case Pagelist in another child case

General
1

We have a Pagelist under each child case which is getting populated on a certain screen. This pagelist is having multiple nested lists under it. We have requirement to show this list as a table with single select option on the other child case where this pagelist is updated. User should select the list item from the table from the siblings, and the selected item should be copied/appended to the current case list.
We could have 50’s or 100’s of child cases. User should have the flexibility to copy the data from one sibling case to another when there is possibility of similar data as the list is much nested. This will help user to save time in typing the data that is repetitive across the child cases.

2

Could you please confirm if this requirement on Constellation or Traditional UI Kit?

3

This is Pega Constellation - Pega Infinity '25.1.2

4

@HaripriyaR17725451 I could not really understand the requirement. Could you please elaborate it with example. What I understood is there is a page-list in each child case. But, what exactly you want to select in other case? Is it the combination of all child cases’ page-lists?

5

@VVNagaSaiN

yes combination of all the sibling case’s pagelist need to displayed on of the other child case.

SUB-111

  1. PERM-123
    • Loads(1)
      • Units(1)
  2. PERM-345
    • Loads(1)
      • Units(1)
      • Units(2)
    • Loads(2)
      • Units(1)
  3. PERM-567
    • Loads(1)
  4. PERM-789

In the 4th Child case when we reach the screen that form the Load and Unit lists, we need to show an option to user to copy the loads and unit to copy from other sibling case.

6

Is it just a single select that you need? Is the user only allowed to copy one Load?

7

Yes right, why because the child case will have LoadList already available but with no unit lists in it. we will have to show the table under each LoadList item so that on single select, the unit from the copying load will be copied to the child.

8

Can they select Units from 1 or more Load case? or it’s specific units for a specific load case?

9

Loads and Units are pagelist under the PERM child case. SUB is the parent case. Under each load, then can select only one load to copy from, any no of unit under the selected load will be copied to the target load

10

I think this can be achieved in two ways:

Option 1: Combo Box with Details View (Simplest)

This approach is best if you want a clean, minimalist UI where the user selects a “Load” and immediately sees the associated units.

  • Property Setup: Create an Embedded Data (Single Record) property to hold the selection.

  • Data Sourcing:

    • Populate a Page List property (e.g., VehicleList2) with all available loads from sibling cases using a Data Page in a Pre-Data Transform.

    • Set the Combo Box source to this VehicleList2.

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  • UI Display: Use a Details View to automatically display the “Units” list belonging to the selected Load record.

Option 2: Data Reference Field (For Table Views)

Use this method if you strictly require a Table interface for selection. To ensure data integrity, follow these configuration steps:

  1. Data Type Configuration: Create a new Data Type and configure a Data Reference field.

  2. Source Data Page: Point the reference to a Data Page that aggregates all loads across all cases.

  3. Critical Step - Default Lookup: You must configure a Default Lookup Data Page.

    • Parameters: It should accept CaseID and SelectedLoad and populate the data inside that load into the data page.

    • Purpose: Without this lookup, the Table may allow selection but fail to correctly fetch or map the nested “Unit” details within the selected item.

Note: Option 1 is generally easier to maintain, while Option 2 provides a more robust search-and-select experience for large datasets.

11

Thanks for the clarification! On 4th PREM Case, is the expecation to show all Loads from 3 sibling child cases and respective units for the user to make a selection? User will pick 1 Load and 1 or more Unit cases? IF so, it would be good to AppendTo all Loads from all Sibling cases into a PageList for the user to make the selection. Use pyDeletedObject=true for rest of them which are not part of the selection. Repeating Views would be an option to consider.

12

@RameshSangili Thanks for the suggestion. In the 4th PERM it is fine just to show the loads from all 3 siblings, on selecting on of the load, unit under the load will need to be copied. Don’t need to show the unit details. Also the concern here is we sometimes will have 50’s or even 100’s of child under a parent. Each child might have many Loads under it. So the list we will form under the child case appending the loads of siblings will take time to form if we are doing it in any pre or post rules. Might have to run it in background and use it to display

13

Agreed! Consolidation of all Loads from all Child case is key as you have to iterate teh build the list. I prefer to use Queue processor to create the case and build the list for the new child case. Also, I recommend to use screen flow to show the information in UI. First screen will show the loads for the user to make an selection and 2nd screen to select the unit for the load selected in first screen. This will avoid too much scrolling on 1 screen.