I work with Infinity 24.2, Constellation. Im building the mortgage application and I have the requirement to show on UI information/instruction to the user to review results of the credit assessment. Im wondering whether it is possible to achieve it OOTB in the similar way as banner with error messa…

@bebem the Constellation Design System has five places for showing information in context to a business user: Assignment instructions - this shows up at the top of a form. Configured in the top level View Helper text on a field - this shows up as helper text under the field. Configured in a Vi…

@MarcCheong For me this is the most frequently asked DX component (information / warning banner), would be happy when it is included in the platform!

@RonaldDeLignie Absolutely yes. It would be good pega can include this OOTB

@MarcCheong the above mantioned options don`t fully cover my requirements. The scenario is: applicant provides the mortgage related data like property, income, employment and submits it collected data is analysed in the backend and based on the rules, we would like to display messages to the a…

@bebem to confirm, option 5. “ Contextual message to a field - a warning shown based on conditions ” is not a a validation warning, this allows the user to proceed and if you look closely the style is different to validation warnings. If you test this and users can’t differentiate, then you could look…

@RonaldDeLignie , @bebem We have plans in '26 to improve case instructions/ view level instruction to show as a info/warning/critical etc. UX will be driven through the banner component we have.

@MarcCheong suggestion you have made look promising! let me try them out, many thanks :slight_smile:

@MarcCheong additional question to the Embedded Data display as a table: can I define the elements on the list (with corresponding checkboxes) to be some fields from Details tab on the left side panel? For example some values coming from integration are located in Details tab and require users atten…

@bebem the default design pattern for Embedded Data is for the end user to build the list themselves. However, yes, you can, as an application author prefill such a list, with data you might have elsewhere in your case. You can look at these topics: Adding rows to Embedded Data fields in pre-proc…

@Sreedhar Ganduri , So you meant below component is active from version 26 of Pega only? Widgets / Banner - Docs ⋅ Storybook Since this is a widget-type component, I wondered how it is fit in the stage-level display in current version. I could not see the option that is mentioned in the documenta…

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User Experience

MarcCheong (Marc Cheong) April 8, 2026, 2:39pm 13

An indepth exploration of Out of the Box ways to provide contextual information in forms:

Clearer Forms, Happier Users: Out-of-the-Box Ways to Add Context in Constellation

Conversation		Replies	Views
Displaying information Banner in the form view User Experience pega-platform , user-experience , senior-system-architect , case-management	5	125	June 18, 2026
How to add OOTB info icon available in Pega to a view along with text/message? User Experience	4	166	October 16, 2025
Clearer Forms, Happier Users: Out-of-the-Box Ways to Add Context in Constellation Knowledge Share user-experience , constellation	0	289	March 2, 2026
Constellation- Ask your Questions! General pega-platform , constellation , 24-2	96	3143	April 7, 2026
Displaying paragraph/rich-text content within a view User Experience	7	289	November 1, 2025

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