Pega Constellation v24.2.2 – How to validate data in modal window when editing embedded list records via table view?

User Experience
,
1

We recently upgraded to Pega Constellation v24.2.2 and are facing challenges with validating record-level data in embedded lists.

We display embedded list data(stored on the cases) using a table view, where records can be edited through a user-defined modal view. In the pre-Constellation UI, we used flow actions to handle pre-processing, validation, and post-processing during record edits. However, in v24.2.2, although editing via modal view is supported, there is no built-in mechanism to validate data during modal submission.

Requirement:
We need to validate user input and show error messages on modal window submission if invalid data is entered.

Constraints:

  • Some cases have 100+ records in the embedded list

  • Users can edit any record individually

  • Upgrade to v25.x.x (which introduces validation options) is not feasible at the moment

Question:
What are the recommended approaches or workarounds to implement validation for data entered in modal views in Constellation v24.2.2?

2

Pre and Post Processing for Embedded Data is available 25.1 onwards. Using pyRefreshData, you can set default values, but can’t enforce the validation during submit. The recommendation is to apply the validation in 24.x version to perform post Flow action submit in the workflow. I would recommend you to upgrade 25.1 considering 100+ embedded records for seamless behavior.

3

Although validation is currently handled at assignment submission, it negatively impacts user experience since users only see errors at completion instead of during modal data entry.

4

Yes, I totally agree. Please upgrade to 25.1 to handle the validations on the modal dialog instead of assignment submission. Unfortunately, there is no other work around available in 24.x version.