How to implement a pre-action confirmation pop-up (Before Delete) in Pega Constellation?

User Experience
1

Hi everyone,

I am currently working on a requirement using Pega Constellation and I am looking for the best approach to implement a confirmation warning before a user completes a deletion action.

The Business Requirement: When a user attempts to delete a Contact record, the system needs to check if there are any associated active Leads. If there are, it must halt the deletion and display the following confirmation message:

“This Contact has active Lead(s). Deleting this record will automatically close all associated active Lead cases. Do you want to continue?”

The user must explicitly confirm before the deletion and subsequent case updates proceed.

The Challenge: In Traditional UI, this could be easily handled with standard confirmation pop-ups or local actions. However, since we are building this in Constellation, I understand the UI patterns and available actions are different.

My Questions:

  1. What is the recommended OOTB pattern or best practice to achieve this “warning/confirmation before action” flow in Constellation?

  2. Should this be handled via a Modal dialog, a temporary warning assignment, or is there a specific Constellation component/configuration suited for pre-processing confirmations?

Any guidance, documentation links, or examples would be highly appreciated. Thank you!

3

As you rightly mentioned, with Constellation things are a little bit different. This also is true in regards to information you need to provide for us to be able to help you.

So the contract object is it the embedded data on a case type where you delete it or were you want to have an action to delete it?

4

Hi Kamil,

Thanks for getting back to me. To clarify our setup:

  1. The Contact is a standalone Case, not embedded data.

  2. The deletion is triggered via a case-wide action called “Delete Contact”.

  3. When a user launches this action, we want the confirmation warning to appear. If the user clicks confirm, the action proceeds and the Contact case status is updated to Resolved-Invalid.

Given that this is a case-wide action, what is the best Constellation-compliant pattern to intercept the flow and display a confirmation modal before the case actually resolves?

Thanks again for your help!

5

@JagathP3 If it’s an optional action, it should be easy. Configure the view used in the action to display the message you need. You can conditionalize the contents of the view/the message based on if there are associated leads.