Implementing Multi‑Select Assign Functionality in Constellation (Pega 24.2.3)

User Experience
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1

Requirement is :
I should be able see a new tab “Customer Related Cases” on left hand side of case for Customer Related Open & closed cases, So that I can review the Case & Customer details.

When i open the case the “Customer Related Cases” tab should be able to see all cases linked to the customer

Retrieving the all cases linked to the customer based on Customer ID,

I should be able to select all open unassigned cases and assign to self

Assign selected case to self

The UI should have the below columns
Case ID
Case Status
Customer Name
Customer ID
Asigned To
Case Closed Date ( Case resolved date)
Case Id should have hyper link on click the case should open for review the details

I’m facing an issue implementing this in Constellation (Pega V24.2.3). I’m unable to configure buttons and actions within Views. Could someone please suggest how to achieve this in Pega 24.2.3?

Specifically, when a user selects multiple records and wants to assign them to themselves, we need to display checkboxes for each record (multi-select). However, based on our data model, we have to retrieve information by combining both work and data classes (e.g., A-B-WORK-CASETYPE and A-B-DATA-C). This also does not seem possible to configure within Views using Data Reference or embedded page references.

Thanks,

Venkat Ch

Cust_Relates_Cases.docx (46.3 KB)

2

@VenkateshC17599704

Refer the doc attached

Implementing Multi‑Select Assign Functionality in Constellation (Pega 24.2.3).docx (665 KB)

3

@Kishore Kumar Madduri , Thank you for your reply.

I have reviewed your document. Based on the proposed solution, it appears to work only when a parent–child case structure is available. However, my application uses a single case type.

Could you please provide an alternative solution that fits my requirement, if possible?

4

@VenkateshC17599704

You can try similar approach for your scenario, fetch the cases related to customer by creating an insight and enable the bulk action for the optional Actions for the case type as mentioned in the document

5

@Kishore Kumar Madduri ,
I tried the solution provided, and it worked up to the point where the results UI was displayed with the insight created. However, I wasn’t able to find an option to pass the clipboard’s user‑entered values as parameters to the Insight in order to filter the data as required. Could you please share your thoughts on this?”

6

@VenkateshC17599704

make use of filters in the Insight in order to pass the clipboard value as a filter condition to the list.

insightFilter.png
insightFilter.png908×502 47.9 KB

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@Kishore Kumar Madduri

I tried above already. However , This approach will not work because, at runtime, the Customer Name value comes from pyWorkPage.CustomerDetails.CustomerName (entered by the user). Based on this value, we need to filter the required data.

Thanks,

Venkat Ch