How to delete all records from Embedded Data

User Experience
1

I am using Embedded Data to display data in a grid. My requirement is to delete all the uploaded data from the grid, which could contain around 200 to 500 records.

Please suggest..

2

If the grid is backed by an Embedded Data list, the recommended approach is to clear the underlying embedded Page List on the case in one server-side action, rather than trying to delete 200–500 rows one by one from the table UI. In Constellation, this should be implemented through a supported view/action pattern such as post-processing or refresh data transform logic.

e.g.: add a ‘Clear All’ action, invoke a Data Transform or flow action post-processing step, remove the entire embedded list property from the case page, save the case, and let the view refresh from the updated data. This is much more efficient for large volumes and avoids the common issue where rows disappear from the UI temporarily but reappear after refresh because the real source list was never cleared.

3

Can you tell where we can call the new "clear all " Actions..

image
image462×324 11.8 KB

4

I assume it is Constellation.

When yo want to clear this data on submit of assignment of shall it be triggered by user?

5

you would have to build a “clear all” yourself, as say a case wide action (make it promoted) so people can see it.

image
image984×708 117 KB

6

@MarcCheong This is interesting! Thanks for sharing!

7

In Pega Constellation, I am using an attachment property to upload an Excel file and populate a grid with the uploaded records. My requirement is to allow users to delete records from the grid after they have been loaded. This needs to be done on the same screen. How can I achieve this, and how can I save the updated list after the selected records have been removed?

8

@suchitad so you are doing something like is outlined in Streamlining Data Entry in Pega Constellation Applications with pxParseExcel - Knowledge Share - Pega Forums / Import Excel data to case (and show them in Constellation UI) - Knowledge Share - Pega Forums ?

Why not follow the same approach that we do in dev studio for bulk import records?

  1. Use a screenflow to import them so you can play back what is happening (before it happens)
  2. Use an action to trigger what you want to update

image
image1334×755 61.7 KB

I’m personally not a huge fan of the UX for end users, you could do a select and select to allow them to remove/exclude items from the import (data reference).