Editable Popups in Full Page Views – Alternatives in Constellation?

Hi Team,

I’m currently working with a client who has a requirement to support record-level editing within a full page view in Constellation. In traditional UI, this was typically handled by placing a button that launched an editable modal using action sets. However, since action sets are not available in Constellation, we’re exploring alternatives.

Use case:
In the Service Alerts tab (rendered as a full page view and currently read-only), the client would like to provide an Edit/Update option for each record—ideally via a link or button that opens an editable popup or modal.

Question:
Are there any supported patterns or recommended approaches in Constellation to enable CRUD operations in such full page views? Specifically, is there a way to launch an editable overlay or modal from a read-only list or table?

Any guidance, examples, or best practices would be greatly appreciated so we can advise the client accordingly.

Thanks!
Karol

@machk

Are you trying to edit embedded data on a case or a data object on a landing page?

Embedded data table has support for edit in modal, so this would present as read only with edit option for each row:

Editable Popups in Full Page Views – Alternatives in Constellation? | Pega Community

For CRUD operation on landing pages this is how it works as standard displaying the data and having edit / create in modal.

CRUD operations in UI

I met with Marc yesterday review client’s scenario and wanted to share a few findings and potential alternatives which we found (I have shared it with the client already). I hope that info could be useful :slight_smile:

CRUD in Full Page Views for Case Types

At this time, we couldn’t identify a way to enable CRUD operations directly on a full page view created for a case type in Constellation. (i.e. list view based on a Case Type: Service Alert)

Option 1: Use a View Based on a Data Object

If the view is configured on a data object, you can enable the “Allow edit, delete, and create” checkbox, which provides CRUD support.

Documentation: Enabling CRUD operations in UI → https://docs.pega.com/bundle/platform/page/platform/data-integration/journey-crud/crud-ui-checkbox.html

Option 2: Bulk Processing for Case Types

Another approach is to enable bulk processing for the case type. This allows users to perform updates on multiple records through a dedicated landing page.

To implement this, you would need to:

  • Add a Bulk Action to the case lifecycle.
  • Create a landing page to display the list of cases.
  • Enable bulk processing for the selected action.

Documentation with detailed guide: Enabling bulk processing of Cases in Constellation → https://docs.pega.com/bundle/platform/page/platform/user-experience/setting-up-bulk-actions-constellation.html