Hi,
Like traditional applications, how to have a table(pagelist) with link every row to a open a view. In the view authoring screen, if we use data page or pagelist with table, there is no option to have a link.
Need guidance on how to properly configure link behavior to open another view or pagelist from a table column
Thanks in Advance!
you can enable the Display as Link to object option from the property configuration. Once enabled, that property value will behave as a clickable link. On clicking the link, the system opens the full page view of the corresponding embedded data object.
Inside the full page view, all the remaining fields can be configured and displayed in a structured format.
You can refer the below link for more Details.
@AdellaL8 I’ve changed this post from KnowledgeShare (User Experience Knowledge Share type) to a Conversation (User Experience type) given this is a question rather than sharing your knowledge.
Subtle difference but it will allow you to mark a replay as a solution to help others find the right answer in the future (and give some bonus points to the correct answer for our Leaderboard)
The important thing about this pattern, which might be different to how you architected this in UI Kit. It is the underlying data object (data reference) or case (case reference) that is important for this. You are not just opening a section/flow action from an action set.
To confirm the version, we are currently on 24.1.4.
And below is the screenshot of our requirement, On click of “Add Accounts” link we should see a view/modal that displays the list of accounts of each customer from API and should be able to add new accounts as well
If we use “Display as link to object” in List View, we don’t see ability to call another table. Like, from the screenshot, if we click below “Add item” we should see a dialog that provides us feasibility to add “Authority Type, Customer no. etc”
For this requirement, I don’t think we can replicate it exactly like in Traditional UI. From your main layout, we can see that it is editable, so it needs to be an embedded data field. For embedded data field, we can configure Edit action. Instead of having a link “Add Accounts”, Make the table editable in a modal dialogue and configure the action to be used to Add Accounts inside it.
Exactly. Tables are either inline or modal, it can’t be a combination of both.
The requirement is to be able capture authority types on accounts - the UI is an opinion on how it should be achieved. This requirement can be achieved if you use Modal - then you can configure a nice view to capture all fields.
Added benefits
More examples
Here’s a video with a rich UX we used in 
Webinar Replay: Getting Started with Pega: Create Powerful User Experiences Fast
In case we are going with this “Display as link to object”, this option is available only if the object type of Data page is Work class. But in our case the Dpage object type is Data class. And if we use this Data class Data page, the option “Display as link to object” is not being visible under Additional details
Where exactly are you trying to configure this option? Is it in a Data Reference field? Or a list view in landing page?
Your example seems to be single record Data Reference. Select Data Reference property with list of records and then you will see the configuration like in @RameshSangili 's reply.
even for single you can show additional information.
Image from Webinar Replay: Achieving outcomes in Constellation: Solution Designing and Building for Success last week.
You can also place that data reference on your screen in read-only field, that will create a link to the underlying data object so you can preview/open in new tab.
Image from Webinar Replay: Getting Started with Pega: Create Powerful User Experiences Fast
You can also configure in other ways with tables:
Additional View
Open object link
Great! I was thinking to suggest the “AutoComplete” as well, but I’m not sure if the requirement is 1 or more selections. I agree wtih @MarcCheong , please check Auto Complete if that fits your business requirements …
Find that 3 ways are suggested so far. Please find the challenges for each one of them (Version - 24.1.4)
Using List View - “Display as link to object”, this option is available only if the object type of Data page is Work class. But in our case the Dpage object type is Data class. And if we use this Data class Data page, the option “Additional details” is not being visible
Using Data Reference field with multiple records - This creates a pagelist, we are already having all the properties in a table. It is not possible to call a pagelist inside a pagelist
Using Data Reference field with single record with Auto Complete option - Can refer the screenshot below. Unable to find “Show details” option. Also, if we are going with this approach, They want the view on same screen - Preview or Open in New tab will not be satisfied
Even if you manage to surface the Show Additional Details option, it unfortunately won’t satisfy your requirements.
The view rendered by “Show Additional Details” is strictly read-only by design—as the name implies, it is intended purely for viewing supplemental data, not for inline editing or adding records.
Based on your requirements, you need an embedded modal or pop-up containing an interactive table where users can actively add and modify records. So, you have to configure your main table as embedded data and use edit action to edit your account details, if you strictly want to do it in same screen.
