Modal or popup view needed for table row items

User Experience
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1

We have a requirement to build a tab in Customer service 25.1.2 for bank statements. There will be a table in this tab, and each row will represent a monthly account statement. The business would like to have a button or a link on this row, which once clicked will open a pop-up or a modal window to drill down into all transactions within this statement.

Each statement is static data, so there is no work object for each row. We understand from previous posts and suggestions that buttons, links, modal windows are not available in Pega Constellation. However, this requirement seems a fair business ask. Appreciate any suggestions on how this feature can be implemented.

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2

We can use Display Link to Object in Table to display the additional information. Please check this article for more details - List View: Configuring a Table display

3

As indicated in my original post, each row does not represent a work object. Display link to work object will only work if these are work objects. We do not want to create work objects for each statements - we do not want the work object opening in a new tab once clicked either (there will be two options to preview and open - open will open this object in a new tab)

4

Display Link to Objects works for Data Reference data type. Could you please confirm how you’re displaying the list?

5

If the list is source from work class, we have an option to display a view on click of a link.

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But, if it is from a data class, then this option is not available. The other alternative I can think of is to provide an action for the user. Add an action in Actions tab in the Data type. Configure the view inside that action.

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Allow Actions from the configuration of the list view.

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Now, we can get this action in the three dots menu beside each row and on click of it we can view the drilldown details.

6

Same thought as Ramesh, Statement should be a data object and you should be showing this as either a List View, Insight or maybe even data reference.

List View

if you are using a List View you can link to them

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Insight

You can use Insights to do the same, or use the new highlighted view capability for a modal (Infinity '25+)

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Personal recommendation

My personal preference is link to object, it gives users the ability to choose a side panel or new tab experience - especially if you have big lists of things or data dumps.

Customer Service Framework consideration - Service Case

You may also want to think about making this a service case. None of the above follows that pattern, so if you want to start doing common Customer Service things like Next Best Action, tracking interaction history (what statements did I look at?), Wrap up, Voice Assistant, or other common requirements in this space.

Then you may want to make this into a service case itself so these actions can be executed and tracked correctly inside that framework.