đź’¬ Webinar Q&A: Achieving outcomes in Constellation: Solution Designing and Building for Success

User Experience Knowledge Share
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Webinar on May 14, 2026

1. Question: In Constellation we have TODO Widget by default where we can define worklist, workqueue and team members display but what we have to display more columns in screen. Is it possible to customize the this to do widget
Answer: Currently this widget is not allowing for much customization. This was highlighted to product team and we already have enhancements planned on a backlog

2. Question: Can you make a Data-first example? (I have data coming from an integration or database, want to select items and create cases in bulk for those data pieces)?
Answer: hi, for this purpose we can use landing page with data objects. DO have action configured, the thing missing is the ability to run action in bulk

3. Question: Am I the only participant who thinks the audio here is reverberating and echoing quite a bit?
Answer: no else complained so far. can you please check on your side?

4. Question: '@Kamil Janeczek yes, to run in bulk I would need to be able to use a editable datapage, so I could run the activity on it, but I couldn’t do it this way. I also missed OOTB option to run a local@Kamilaction directly on the data type (i did find a dx component in storybook, but haven’t tested it yet)
Answer: no ootb way, you would need to create dx component for it

5. Question: How to show data list from external source and then enabling users to selevct one record from list. Example Select Materials from snowflake And then retain those two records on case
Answer: the simple answer is to use data reference field - this is exactly its purpose

6. Question: Sorry multiple records sleevct with Serach on data set since data set is huge
Answer: just mark fields and , list of records, so you will be able to select more than one record

7. Question: More like search and Select. I will give reference of material lets imagine remb only first 5 lets . and then on search it displays 10 records and then i select two
Answer: no issues, use search and select pattern

8. Question: Where can i find all these topic and discussions on constellation in PDN? Is there a starting link which has all these shown question/answers?
Answer: This is the new home for all Constellation related questions: https://forums.pega.com/c/expert-circle-user-experience/12

9. Question: When CLM/KYC will be rolled out with Constellation?
Answer: work is in progress. I am not sure if GA date is already public

10. Question: Data Pages became our VIEWS in a Sense (MVC) and will communicate with the Clipboard.
Answer: It is probably not on this layer. Think of data pega as an abstraction layer that decouples usage from implementation details

11. Question: Are there best practices or guidelines available to convert a Theme Cosmos app to constellation? If there are any pega community articles or links, please share
Answer: take a look on our previous webinar, this is the best starting point: https://community.pega.com/event/transform-your-applications-master-constellation-modernization-assistant-tool

12. Question: What is exact learning path to master constellation.
Answer: Start here https://academy.pega.com/mission/constellation-adoption/v3 then explore Expert Circles, and then practice, practice… :slight_smile:

13. Question: i heard missions are not helping much
Answer: build your own app, and practice what you learned. This the best way IMO

14. Question: Can I Trigger form refresh settings on change of a an embeddedproperty.Property
Answer: Yes, but with some limitations (if it comes to pages lists)

15. Question: What is the significance of Preview as DXAPI instead of Constellation in a view?
Answer: preview is useful during the view creation to give you quick feedback on how your view will looks like in app

16. Question: I want to to use search and select pattern across multiple case types(Say work pool) to link cases. The current data reference patterns either required a case type or Data object. how to achieve this. It would have been better if we could refer a data page without any link to data objects.
Answer: I think you will be able to achieve in pega 25 by pointing to parent class. But I would need to check it

17. Question: How to achieve repeating dynamic layout scenarios in constellation. Any reference PDN URL for steps?
Answer: we have it covered here: https://forums.pega.com/t/complex-data-visualization-with-constellation/8844

18. Question: I’m just wondering which tools you use to design the interfaces and screens.
Answer: Blueprint and App Studio :wink:

19. Question: INLINE Repeat Dynamic will ever coming?
Answer: not sure how it would work? anyway in such cases dx component will help you

20. Question: I can use either Data Reference or Query pattern the former can refer to only a Data Object the later can refer to only a single case type class not work pool.
Answer: I don’t have solution in mind. Would need to play with it

21. Question: Do we have any documentation to implement the preview just shown?
Answer: we do: https://forums.pega.com/t/display-columns-as-links-in-constellation-tables-with-non-queryable-data-pages/10319

22. Question: Some applications relies on External API Fetched Data. We should initally design as local data sources and then switch to the external source?
Answer: no need. Data pages are capable of fetching data via integration

23. Question: Is it possible to add more layout in Insights? I can see in 23.1.3 very limited layout for the insights.
Answer: new features are coming in new platform versions. Old Pega versions mostly receives fixes

24. Question: Some components are only Enabled when we have a concrete data table linked.
Answer: that might be true, Any particular example?

25. Question: I think by default if Pega gives option to add icon sin the list views would be helpful. Imagine traffic lights color based on prop value
Answer: thank you for your feedback

26. Question: What is the recommended approach to enable opening email attachments inline, instead of downloading them as occurs with the current attachment widget?
Answer: it depends on attachment format. if this is image or pdf we can open it inline easily. Otherwise it will be downloaded

27. Question: customisation of buttons like changing solour…is it possible if so how?
Answer: we can style look and feel through Theme, so buttons can have different styling

28. Question: Are all the UI components in design.paga.com already available in Pega infinity by default?
Answer: possibly not. Desing.pega.com is disconnected from component authorable in App Studio - those are two separate things often being confused

29. Question: Requirement is to open .eml attachment inline.
Answer: eml i not natively handled by browser so you would need to cover it with custom dx components

30. Question: First build you placeholder on Blueprint and import it. Then make a Template page with all property type to get to know how they work within Pega. Only after you will be able to Draw something with Figma or Miro
Answer: Thanks for sharing

31. Question: Thanks for answering my question. I’m an aspiring UX Designer.
Answer: thank you for great question!

32. Question: I do not advise Prototyping outside Pega App Studio if you don’t know how the components work
Answer: agreed

Webinar on May 12, 2026

1. Question: When we build with blue print, we get option to add embedded object, can you explain the difference between embedded object concept and embedded data?I believe, Embedded data is the data reference that can refer an SOR .
Answer: Use Embedded Data when you want to capture new information that is only meaningful as part of the current case. For example, a Shopping Order captures many Order Lines. Use a Data Reference to link your case to an existing record that exists separate to the case. For example, linking the Shopping Order to the Customer making the purchase. The Customer exists before and after the Shopping Order is completed; but each Order Line is only relevant while the Shopping Order is in progress.

2. Question: What is the idea or motivation behind not having action sets ? Is that a limitation of constellation ? How can we explain this to client when they ask not that way ?
Answer: We typically used Action Sets to make the obvious user experience happen when it didn’t come out of the UIKIT/Cosmos box. When designing the Constellation architecture, one goal to build the obvious user experience interactions into the architecture so that every developer didn’t have to do them a little bit differently every time. The Family Member List Insurance Cost example just before showed that the total cost stayed up to date because Constellation knows - out of the box - when to go back and check for updated calculation results. No Action Sets. No Refresh Sections. Explain to the client that with clear knowledge of the business outcome (ask ““why””!), the Constellation configuration can fulfil the majority of outcomes without Action Sets or channel-specific code. | Also this helps maintain UI consistency across the application.

3. Question: What is the name of the activity to publish new transactions?
Answer: pxC11PublishDataPage

4. Question: How does the messaging service determine which specific user browser session needs to be refreshed? If around 100 users are on the same screen, does it trigger a refresh for all 100 sessions?
Answer: The messaging service maintains a websocket connection with every user’s browser. Infinity publishes an event to the messaging service, and the messaging service takes care of broadcasting the event to the websocket channels for each user’s browser. The Constellation front end in each user’s browser decides whether the event is of interest. If it is interested, Constellation updates the UI appropriately. | Please note - Data pages are cached on the browser for each user.

5. Question: How to notify users if there is no list or table based on messaging service? Is there any OOTB way to achieve it ..For example, to display some service response from external system without blocking user , as soon as its available ,it will be refreshed automatically
Answer: live answered | To customise how a messaging service event is handled in your Constellation front end, this is a use case for an Extension DX Component to subscribe to a custom event and customise the UI response

6. Question: Earlier, we had the flexibility to define filters within the Notification Channel, which allowed us to refresh only specific user sessions instead of impacting all sessions.
Answer: The Constellation engine in each user’s browser only subscribes to the events it cares about. For example, most tables on dashboard are driven by a Data Page. If 2 of 1000 users are looking at a table driven by D_XYZ, only those 2 users will subscribe to ““Data Page is updated: D_XYZ””, and only those 2 users are affected when Infinity broadcasts that this data page’s data has changed.

7. Question: The deck will be shared? or urls?
Answer: We will share the recording and important urls post the webinar.

8. Question: If we have a pagelist inside a pagelist and all the pagelist are map to abstract classes. Basically, we don’t have a a data type. Is it possible to so multi-level data in a single table.
Answer: New classes created in modern Pega applications don’t use Abstract classes anymore. Constellation fulfills the data capture of an ““embedded data list”” within another ““embedded data list”” using a series of cascading modals. Give it a try!

9. Question: What is the best approach of configuration if the columns to display are more than 7 in a table?
Answer: It would be better to use modal dialog approach than a table. That way we can show only important columns on the table and edit more columns via modal dialog. For the read only view - we can go for repeating views which is more like a card layout.

10. Question: what is the best approach for stage to be update on updating from back end from rest service where the stage is on Wait on updating from Rest service the stage should complete.
Answer: If the outcome is to move the stage ahead , that works as traditional UI using the change stage OOTB utility.
Otherwise if we want to use the messaging service to update the UI , we need to extend via custom component.

11. Question: if we pyRefreshData DT it will execute on all screens through-out out the case right though we don’t need at every refresh is happening ? How far it is feasible? As we need to achieve only at particular screen not all over the case? How to approach this?
Answer: ensure that you have the assignment name or the case field as the conditions and setup the when conditions..also ensure that you implement it accordingly in data class if you are working on the lists..be class attentive..

12. Question: While Constellation offers strong standardization, it can sometimes limit flexibility by constraining solutions to predefined patterns. Sometimes, clients often prioritize flexibility alongside the desired outcome. For example, in a recent case we had, the requirement was to support adding multiple nominees for a given account (I’m putting a similar example what we had). Since there was no approval flow or multi-persona involvement, the use case was purely about capturing nominee data. We implemented this using a landing page displaying a list of accounts, with an action to add nominees for each record, which by default opens in a modal as per constellation.
However, the client later raised concerns that the modal-based interaction resulted in excessive scrolling and did not provide a seamless experience for managing multiple nominees. Though the requirement is fulfilling with Constellation Patterns, but sometime client expects flexibility which brings ease of use.
Answer: As constellation is prescriptive UI, the UI is consistent across all screens. As we are used to customized traditional UI it could be difficult clients as well to adjust to the constellation UI, but it would benefit them in long term. Change is constant. Surely there will be limitations for complex requirements. Show them all the variants of data entry in embedded list like both modal and repeating view with collapsed field groups and mentioned in the articles.. Give them multiple options which they can choose from. Constellation will be evolving in future and we will see more new features. Hope this explanation suffice. | Also, if it really hampers the business outcome we can always move to extension. But like Jayachandra said that breaks the consistency. We need to focus more achieving outcome than how it looks on the UI. | please drop a question in pega forums with your requirement. we can answer there more in detail

13. Question: In Pega Constellation, when a user selects “Yes”, an additional field such as “Enter more information” is displayed and the user enters data. If the user later changes the selection to “No” and then back to “Yes”, the previously entered value is still retained.

What is the recommended approach to clear or reset dependent field values when toggling radio button selections in Constellation?
Is using “Clear value on refresh settings” the only available option? Also, how should this scenario be handled when the dependent data is part of an embedded page list?
Answer: For clearing information, if the trigger is one particular field, then you have form refresh settings for that field. also ensure that whatever fields you are trying to reset should be exisitng on the UI. You can reset a field which is not visible on the UI. Because page Instructions need the field to be on the UI.

14. Question: I am at the last stage I need to complete the stage, I am using constellation to update the stage on external UI and the stage should be refreshed at the last stage after updating the data to change stage
Answer: It would help if you could post the exact scenario as a question on Expert Circle—this way, we can work toward a contextual solution, and multiple contributors can provide their inputs.

15. Question: When using the dashboard and promoted filters. From my experience these filter values need to be on the datamodel for all dashboard views. Is that correct?
Answer: Promoted filters essentially come from your data model. So it should part of the data model yes , views not necessarily. You need to add the field as promoted filter specifically. | Yes they should be exposed and should be marked as primary on the data type. This will support the calculations and querying

16. Question: Having links with local action - Yeah it is available OOTB, BUT it always uses the default look up data page to populate data in that local action’s view. It would be great if there is an option provided for the developer to configure the data page which it takes as source instead of default look-up.
Answer: You could always have your custom single data page and set it up on the settings tab of the data type.. but any point of time you can have only one data page pointed to lookup..

17. Question: In Pega Constellation, I want to throw a validation for attachments (list of attachments) Property so I have return a logic to throw the error on submit if the user attach the same document in the attachment property. So In existing application(theme cosmos) they are restricting the field level validation so can we throw the field level validation for list property
What is the recommended approach?
Answer: As the upload action is just adding the attachment in a temporary table and not yet attached on the case, its difficult to compare the current attachment with the previous attachment. may be we can look comparing the temp attachments.. i will try this and post the feedback in pega forums

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