Case instructions don’t always have to be static text.
In this demo, I explored how Dynamic Text can be used in Pega to provide contextual guidance directly within a case by displaying instructions as message banners.
The idea is simple: instead of showing the same instruction to every user, the message displayed during an assignment can change based on the current case context.
For this example, I configured the case instruction based on the selected Priority during the Approval step of a caseType .
Demo Link : https://youtu.be/b_pA4rYERbE
This is driven by a Dynamic Text rule, which allows context-based instructions instead of static text. It can also include case data, links, images, and tables
- When the priority is High, the instruction is presented as a Caution banner
- while a Low priority displays it as an Information banner.
Users don’t always need more information — they need the right information at the right point in the workflow.
Combining Dynamic Text with different message banner types such as Caution , Message and Information provides a simple way to make that guidance more visible and relevant to the current case.
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