Restricting promoted filter of type date to a specific day

In our application we have a landing page with a list view. In the list view there are several promoted filters configured. One of the filters the day of birth. When configuring the promoted filter we have the options for Default, Advanced and our own specific search criteria. However our business want to be able to search for a specific day. Just like a calendar option we would use in a case when filling a form.

How can I implement this particular business requirement?

Advanced does allow to pick a single date, however, you do have to select it (it natively is date range).

This is the same, whether you use List View or an Insight. Even if it is a range, it defaults the “to” to the “from” date you select, so its very quick to use, even if you want 1 date.

I would keep this, any of the solutions below aren’t improving the UX that much but you could explore them.

Solutions

  1. List View - if you allow the user to save the List Views then, they can save it after changing this once, if that is their preference for filtering
  2. Insight - This gives you the option of creating an insight but also saving the insight with a defaulted date. This would avoid the step above.
  3. Dashboards - Same as Insights option 2, a promoted filter on the dashboard could be defaulted to a single date.

@MarcCheong

Thank you for the quick reply with an extensive explanation of the possibilities. However I still do not see an option to default enter only a date to search upon. I can use the custom option to use a defaulted date. But then the user cannot change this date to another value.

Maybe it helps to be more exact on the details of our application. We have thousands of persons in our system. Based on the search criteria last name and day of birth we would like to search for a specific person.

In my opinion it would be easier for the user if he can only select the “equal to” option instead of going through the list each time to filter on day of birth

How do you look at this use case?

I agree, there are use cases where it would be great to configure this to default to “equal to”. However, I can’t see a way to do this beyond the above options.

If it was me, I’d probably stick with the default option.

selected Date of Birth and user can select the date (with 2 clicks).

Feedback

I had already raised this feedback (FDBK-143639) to our product teams. Once I get my hands on Infinity '26 post Pega World I’d be keen to test to see what other options are available to us.

@MarcCheong

For now we will go with the “Between” option. Very interested to know if FDBK-143639 is picked up. Any thoughts on that or even a future Pega version?

I just tested Infinity '26, there are not changes here to the design time or run time. Will push for this FDBK item in future releases