Field Component in Constellation - Url based button

General
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1

We have a requirement that on click of a button, a view must be visible to the user as a modal dialog for which we have configured a custom component that makes use of the URL field and invokes an OOTB local action as the action, But the only problem is that the local action has to added as part of the case-wide local actions for the button to work and we can only invoke one of the OOTB local actions

Kindly suggest what can be done

We have used the below tutorial as reference: Pegasystems Documentation

2

@RoshanRajAK

Hello! It’s clear what you are technically trying to do, but what business outcome are you trying to achieve?

Sam

3

@Sam Alexander The business use was to display a view with a map control as part of the modal dialog

4

@RoshanRajAK

Hi, and good morning!

That’s what you’re trying to achieve technically. But what are you trying to achieve for your end user (the business outcome)? Meaning, what’s the persona? What’s the overall case type? What is the persona doing when you need the map? How do they use the map? Also, what’s the motivation for putting the map in a modal dialog?

With Constellation UX, you can achieve significantly faster development time and pattern consistency by using a center-out approach (configuring the outcomes you need in the center with App Studio, not in UI) and letting Constellation generate the experience for you – with Accessibility and Front-end best practices built in.

Please reach out to your Pega Account Executive or Customer Success Manager and schedule some time with me. I’d be happy to explore this with you on a call. Or, send me an email: Sam dot Alexander @ pega dot com.

Sam

5

@RoshanRajAK

I hope the below custom component helps to launch the local action in your application.

The actionable button component is a field-level component that can be used on any form view or details view. It allows to drop inside any view a button that can be used to trigger a local action.

This is similar to the ‘Edit’ button inside the Case View Summary but this Constellation DX Component can be put inside a form directly. Using visible when condition, the action can be shown to a user only if a specific condition is met.
The button can also be used in a Details tab or other read-only tab to provide a quick access to the local action.

The local action will always run in a modal dialog - the content of the modal could be a form or could be used to display read only information. This component will also only work on Case type.

To use this component, select the field ‘Instance key’ from the object that you want to run the local action against (this is the pzInsKey) and enter the name of the local action ID to execute (for example pyUpdateCaseDetails).