Show a message to user in case always like an important message before working on the case. We are in Pega Infinity 25.1.2 and using constellation.
User will be given a local action to add this important message and also an option to remove the already added important message. We need to show this message always on the case until its removed. Also, it’s expected to show in some bright colors to make the message obvious to see. We tried to add the message in pyCaseSummary but the issue here is when the left-hand side case summary in collapsed, the message is shown on the top panel with no color formatting and also wraps the message but not even shows the message in mouse hover.
A better pattern in Constellation is to show this as a banner-style case message in the main case content area, not in pyCaseSummary. In Constellation banners are intended for critical information and case-level messages can be surfaced through the case rather than relying on the collapsible summary panel, which is not meant for rich persistent alert formatting.
Use the local action to capture or update the important message, store it on a case property and add/remove a case-level message/banner based on whether the property has a value.
This is better than pyCaseSummary because the message remains visible in the main case experience, it is not dependent on the left panel being expanded and it is more aligned with how Constellation shows critical information.
- Create a case property e.g: .ImportantMessage.
- In the local action post-processing, set or clear that property.
- When the property has a value, populate a case-level message such as pyCaseMessages() so Constellation renders it prominently near the top of the case.
- When the user removes the message, clear the property and remove the corresponding case message.
For the bright color requirement, use the standard banner/alert styling that Constellation provides for critical information rather than trying to inject formatting into pyCaseSummary. If the OOTB banner severity does not give enough visual emphasis, then a custom component or widget would be the next step, but the first recommendation should still be a Constellation banner/message approach.
Thanks @RaviChandra for the response. Can you share me more details on what you mean by case level messages in constellation?
Banners are supported from '26 onwards: Display Case Step instructions as a banner
Prior to '26?
- Option 1: you could use this custom DX component
- Option 2: Stick with assignment level instructions, knowing that in '26 you can make these more obvious
- Option 3: Make this a case tab? and the default one at that. You can show a list of messages/notes always. If you use Insights in '25, you can actually use Conditional Formatting. A rudimentary mockup:
I’d recommend looking at What's New in Infinity 26 | Pega . @AnthonyLeonardi and @Philip_Knoetze show the '26 configuration. Can help with your '25 design.
