Summary panel to be collapsed by default

User Experience
,
1

Hi,

I’m currently on a client – using Pega Constellation 25.1.1, that would need the Summary panel to be collapsed by default.
How could we achieve this please ?

2

@FrancescoF17789438 are you talking about this?

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I don’t believe that can be configured (not in App Studio anyway). This is designed to remember your preferences, so once a user collapses it it will stay collapsed when user opens any case type in the future.

If you use a self service portal, you have a little more configuration here to achieve something close to your intent (simplified view?)

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3

@ongf1 While it can’t be easily configured from App Studio as @MarcCheong mentions, there is a way to set these values in a controlled way. These values are updated via the DX API /user_settings endpoint. Inspecting the network trace when clicking on the collapse button shows:

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This means we can trace back which Automation that runs when said API is called, which would be pzSetUserSettings. It exposes 1 parameter content, wherein you would send the JSON in the format we see in the network trace:

{
  "patchPreference": "string",
  "presentation": {
    "templates": {
      "CaseView": {
        "summaryPanelExpanded": true,
        "utilityPanelExpanded": true
      }
    }
  }
}

The above is also documented OOTB in the Pega API help page.

Running this Automation could in theory be done in post-authentication to always set default values on log-in.

4

The only downside to this, is you are hardcoding that experience. The system would no longer remember your user preference between logins, it would always be collapsed.

From a UX perspective it would seem better:

  • Ensure your Change Management / Go Live activities include training on this feature - users can decide on their preferred view of Summary Panel (left) and Utilities (right)
  • Create a simplified view for more occasional users, so they are not overwhelmed by all this detail (that they probably don’t need)
5

@LantzAndreas thanks for the contribution to Constellation 101 and setting out the solution: Set default state for summary and utility panels

6

Thank you so much @LantzAndreas and @MarcCheong :slight_smile: