How to add “Import from Excel with Full Override” button next to Export to Excel in Constellation Landing Page Table Toolbar?

User Experience
,
1

Hi Community,

We are using Pega Infinity with Constellation UI.

We have a Landing Page that contains a table (List View based on a Data Object). The table already has the standard “Export to Excel” option in the toolbar.

The required flow is:

  • Export current table data to Excel

  • Edit the Excel file (add new rows, modify existing rows, delete rows)

  • Upload the modified Excel file back

  • System should completely replace/override all existing data in the table with the data from the uploaded Excel file (full replace)

We want to add an “Import from Excel” (or “Replace Table Data”) button directly in the same table toolbar, right next to the existing Export to Excel button.

Questions:

  1. Is there any OOTB or configuration-only way in the latest Constellation to support full override import from Excel on a landing page table toolbar?

  2. What is the recommended approach for this scenario (Custom action on Data Object, DX Component, or any other method)?

  3. Has anyone implemented a similar Export → Edit Excel → Full Override Import pattern on a Constellation landing page table?

Looking for the cleanest possible solution with the best user experience.

Any guidance, sample rules, or references would be very helpful.

Thanks!

2

Hi Tharuka Wikum,

Is this helpful to what you are looking to do?

3

The above article mentioned by @sloan would help if you used a case - you can use the case launcher to enhance the UX for a bulk import. More details below

image
image1919×614 28.4 KB

A bulk processing case “wrapper”

If you are trying to run bulk processing against a list that isn’t a case, then I can see this possible by creating a case to undertake this bulk processing. I know from a development perspective this might sound strange but here me out.

  1. Add the list view / insight to a landing page

    1. image

  2. Add a case launcher widget for bulk processing

    1. image

  3. In the case, use the import outlined in Import Excel data to case (and show them in Constellation UI)

From an end user perspective this would be seamless - they get the outcome they want and still from a landing page like bulk case processing.

In some scenarios an improved UX as you now have more control over the process for bulk updates, adding common asks like

  • approvals

  • confirmations (are you sure?)

  • reviews of what is about to be updated

All before it is updated, and a mistake might have been made.

Hope that helps and the resources are useful.

Delegated data

Has this ability naturally, though it will be using a CSV not EXLS file. I’m not a fan of bringing back the Traditional UI pages but this this is the one exception to that rule for me (if the above doesn’t work).

Delegating a Rule or Data Type in Constellation

Infinity '26?

Keep an eye out on news on new features. It is not currently a capability that CRUD on data supports, but I believe we will see this coming soon. It is a very common feedback/ask.

4

@TharukaW17535356 Are you in the User Experience Expert Circle? I would like to move this under that area, so it can be found with other Constellation questions. However, if you are not a member you won’t be able to respond (until you join), so don’t want to just move on you.

Please let me know if you join and i’ll move.

image