We are currently working on implementing specific requirements for the “My Work” and “Team Workbasket” list views. While we have successfully created the necessary landing pages, we are unable to fulfill the following requirements using out-of-the-box (OOTB) landing page configurations.
Please refer to the attached sample “My Work” landing page for context.
Current Challenges:
Defaulting the Case Type Filter: The Case Type dropdown currently displays all case types available to the user. We need to default this selection based on the operator’s default case type, which is defined in the business profile data setup.
Cascading Dropdowns: We need the second “Sub-Type” dropdown to dynamically cascade based on the selected Case Type. We are unable to configure this currently because the view relies solely on promoted filters.
Dynamic Grid Columns: Selecting a specific Case Type must dynamically update the columns in the table/grid below it. Each case type requires different business data columns to be displayed based on the selection. (Business is not agreeing to use the Save View as option)
We would appreciate recommendations and best practices from the expert circle on how to achieve these business requirements.
Defaulting Case Type filter - Can be achieved through Landing pages with visibility conditions. Based on the Operator’s profile, display the correct landing page
Cascading behavior is available in Pega 25.1 for Insights.
Dynamic Grid Columns: This would require the capability in List Views, to define different Views of data. See Configuring list Views and List Views but you might also want to consider List View: Enabling Personalization to allow users to build their own views. In my experience, requirements with something like this change so often, its best to enable personalization so users can do this themselves.
It allows every user to personalize their experience
It is faster than any developer could achieve (even with the best CICD process in the world)
It allows projects to focus on high value targets (avoiding new feature requests, refinement, prioritisation and development time chasing new “columns/views” to be added
Thanks for your suggestion. We have also thought of configuring the landing pages with visibility. But we have nearly 30+ Case Types in the system. To configure this solution for both Team Workbasket and My Work list we need to configure ~60 landing pages with visibility conditions and may take effort to maintain or change in the long run.
Thanks for your response. We already proposed this to the business. They are not accepting this personalization approach.
It will be helpful if you can recommend any other approach
Dynamic Grid Columns: Selecting a specific Case Type must dynamically update the columns in the table/grid below it. Each case type requires different business data columns to be displayed based on the selection. (Business is not agreeing to use the Save View as option)
Expanding on @RameshSangili’s solution maybe you need to look at Dashboards and Promoted Filters? In this way you could build one filter (case type) that would apply to all the Insights in the dashboard. Rather than trying to build every permutation, that might be a middle ground (with the added bonus of allowing people to modify their dashboard to suit their needs AND/OR personalizing them, to once again suit their needs).
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