Pega constellation - Delegation of Data Type -End User to update the Data in Bulk (Export and Import)

User Experience
1

we have requirement from client they need to export or import shift roaster on daily basis for all his team members and same would reflect in landing page.

is there any way to delegate the data type to one business persona, they import on daily basis ? and where business user would be able to see this data type from the portal?

2

@VenkateswararaoK Constellation does provide for managing data business outcome. We have a few Constellation 101 articles on the topic:

However, Bulk Import or Export of records is not an OOTB function for List Views. There is feedback for this on our backlogs, but I can’t tell you when this might come about (FDBK-99969, EPIC-97909 and EPIC-106913).

In my mind you have three options:

  1. Build the feature yourself, with a case type to govern this. This has the bonus of giving you more control of the import, including review and auditability. You could even build into this an “undo” ability to revert to a previous imported file. These articles might help you on your way
    1. Streamlining Data Entry in Pega Constellation Applications with pxParseExcel | Pega Community
    2. Import Excel data to case (and show them in Constellation UI) | Support Center
  2. Provide access to Data Manager in App/Dev Studio. This has the Dev Time experience for importing and updating data on bulk. I have had varying degrees of success in the past when trying to enable business users on it, its not as straight forward as a business user might like (bulk delete, then bulk add etc.)
  3. Bring back delegated data portal. It is possible to bring this back in Constellation, this is a variation of option 2, but in a run-time end user portal.
    1. Pegasystems Documentation

I’m personally not a fan of the UX for business users in option 2 or 3, plus they never had auditability or “undo” ability, which are common business needs when doing things in bulk. Especially with import large data sets like you are asking.

3

see also related question Bulk Action Required for Data Records | Pega Community