Webinar Q&A: Getting Started with Pega: Create Powerful User Experiences Fast

User Experience Knowledge Share
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Event Q&A

Question: How much importance we have to give for human driven UI in 2026 ? lot of websites are tuning to AI gents to access them. what about Hitech companies like cisco who are having there own UI design systems. Do they really really need to change to constellation UI for heritage applications
Answer: With the raise of GenAI capabilities UI/UX would need to evolve. What is anticipated is we you need to develop a way for agents to consume our web pages in a more robustand efficient ways as it is done now - mostly webscraping. Clients can choose to use SDKs to implement Constellation with their own DS. Agentic coding speeds up development of custom applications.

Question: Major difference between Persona, Access Group and Access role?
Answer: Persona - A business-facing identity that represents a type of user (e.g., Customer, Manager, Claims Adjuster). It drives which portals, channels, and pages a user sees — it’s the “who are they in the business?” layer. Access Group - The application context container. It determines which app version and portals a user works in. An operator can belong to multiple Access Groups but is active in only one at a time. Think of it as the bridge between the user and their permissions. Access Role - The granular permission layer. Defines exactly what a user can do (Read / Write / Delete / Execute) on specific classes, case types, or data objects. Multiple roles can be assigned to one Access Group — permissions are additive across all roles. Operator ID → Access Group → Access Role(s) ↑ Persona maps here (business context)

Question: will it be possible to get a recording of this session anywhere? I have a meeting and unfortunately wont be able to stay
Answer: link to recording will be on Expert Circle page as well as included in follow-up mail

Question: how to create links, popup, color the column based and n case status on my work page
Answer: live answered
Answer: Links are supported OOTB and the data can be used using the preview\open in tab view. Colors however will be governed by the application theme to bring consistent user experience.

Question: The webcrawlers used by MCP servers generally do not prefer SPAs for scrapping purpose. So with constellation it is SPA, javascript working on the client end to create the content and rendering. So, are we making sure that web applications developed using Constellation does not hinder web scrapping triggered from agentic tools?
Answer: webcrawlers are keep getting more powerfull and can handle some of the javacript to render the page. There are some proposals and RFC and to solve it, meaning how to allow agent to read you webpage without scraping it. It is in progress (not Pega specific). Search for WebMCP

Question: Is records manager always available or delegation is needed?
Answer: Records manager is a landing page like any other. Access to the data objects in that view are configured like normal with access roles.

Question: Is there material will get
Answer: Yes, the follow up will be sent in email and there will be an article on the expert circle where we post the recording, answers to questions etc.

Question: Record manager is part of which version? my organization is using Pega 24.1, without Gen AI blueprint. But we have constellations. can we still use it? if not what are other options?
Answer: Record Manager is part of the GenAI Blueprint experience and is not available in Pega 24.1 without GenAI. In 24.1 Constellation apps, you should continue using Data Types, Data Pages,and refer in landing pages manually

Question: How can we show/hide/put visibility conditions on the out-of-the -box Pega buttons given on the UI? there might be some screen which might use conditional base visibility of buttons. Could you please provide a solution for the same.
Answer: Constellation offers prescribed way of working. If ootb element offers visibility configuration that you can use it. If not that it migth be difficult to add this functionality,

Question: How do we balance User Experience (UX) best practices with the ‘configuration over customization’ constraint in Constellation and, Does Constellation reduce the need for specialized Front-end Developers, or does it shift their focus toward building reusable React components for the library
Answer: it drastically reduces the need for FE Devs. OOTB portal should cover most of the requirements. If not you can develop DX Componenst in high code, but most of solution will be low code

Question: After publishing a DX component in Pega, I noticed that re publishing an updated version doesn’t reflect the changes in the application. Is there a specific reason why Pega continues to load the older version of the component? Sometimes we have to delete the component and publish again to see the updated changes.
Answer: please create ticket towards GCS to get help with it. Sounds like bug

Question: How do I perform trace in constellation as a developer?
Answer: you can tun tracer the same way as previously. One change is that you have only the “full trace” available,

Question: Is Records Manager available in 24.1.1 version
Answer: I belive it is available from Pega 24.2,

Question: Can we use custom model dialog box to invoke a process in Constellation ?
Answer: We offer modal dialog maching Pega Constellation Design system. Any custom implementation for modal dialog would need to be achieved via DX Component,

Question: How can we show/hide/put visibility conditions on the out-of-the -box Pega buttons given on the UI? there might be some screen which might use conditional base visibility of buttons. Could you please provide a solution for the same.
Answer: Configurations are available in each component used. Unlike Traditional UI, we don’t override or fork code for visiblity. If a component does not have configurations desired, you can build your own extension DX Components.

Question: Opening work cases in browsers, why Browsers not threads ?
Answer: It is a secure and modern solution that use native browser solutions. This is industry standard,

Question: Currently, export to excel available only when Data page is sourced from RD or Connector, any future plan to include for other source options as well?
Answer: This is because DP needs to be querable. Here is more info Constellation - Joined variables and Export CSV - #4 by MarcCheong I am not aware of plans to expand those capabilities,

Question: Can we customize UI in Constellation. Like in Cosmos- Applying custom css. If yes then how?
Answer: This is not a best practice. Constellation comes with Constellation Desing System. UI can by styled through Theme configuration but not via CSS directly.,

Question: How do I display data which might belong to 2 different data objects in editable format. Which is like a nested list.
Answer: This comes down to your data modeling. In traditional UI it was easier to work around a poor data model because you could have heavily modified sections that gave you the look you want. In Constellation, the data model is what drives the UI. So if you need different data objects, I would encourage to think about how they interact with each other. Or if they don’t. Perhaps they should be separate views. Or you add a list inside the other. .Parties().Roles() for example. Let’s say you have a list in list, then you can choose how to display it. Have the main list as modal, have the main list as inline editable with sub-list as modal, have both lists as inline editable, there are multiple options.

Question: For an existing application, what are the biggest risks when migrating from Theme Cosmos to Constellation UI
Answer: Heavily custom ui with CSS and usage of action sets in many places on screen. Those two might be problematic as will require rework or redesign with business,

Question: Currently in web portal it’s displaying only logoff option, can we customize this to add more options like Profile, Availability..etc
Answer: In Constellation, the user menu is system‑controlled and not configurable. We cannot add options like Profile or Availability there. The recommended approach is to expose such functionality through Landing Pages or navigation, which is fully supported and upgrade‑safe.

Question: Can we have the configuration for those tables sravan explaining. Where can i check we have any challenges or training modules for that ?
Answer: You can find the configuration details in the CSA Academy mission - System Architect | Pega Academy

Question: “Preview & open in New Tab” is it configurable on "On-Click " event ?
Answer: It is displayed when hovering over the link,

Question: What are the key challenges involved in migrating an existing theme cosmos or traditional UI to constellation UI and what best practice should be followed to ensure a smooth transition?
Answer: we covered this part in details in one of our previous webinars. Encourge you to watch the video: Transform Your Applications: Master the Constellation Modernization Assistant Tool | Pega ,

Question: In Pega 25.1, when we publish DX Components, the system generates a corresponding JavaScript file. Client has raised security concerns that this JS could potentially be reverse‑engineered, exposing the underlying React code. How can we address these security risks and ensure the DX Components remain protected?
Answer: DX Components are by design a front end components so they are exposed to client always. They should not include api keys etc. Happy to take this discusion further but I don see here a security risk,

Question: is there a provision in constellation for creating Dynamic Form Views using pyDynamicView
Answer: I am not sure if I remember using pyDynamicView but I am not recalling haveing this capability in Constellation,

Question: 1)Why has the temporary case feature been deprecated in Constellation? Is there a specific reason for this change, considering that temporary cases are useful in scenarios where we want to avoid creating duplicate cases that are already in progress? If it has been deprecated, what is the recommended approach to handle such use cases going forward?
Answer: Temporary cases were deprecated before Constellation. There are multiple issues with temporary cases that make them not safe to use in multiple use cases.,

Question: From Pega 25.1 no longer requires a static content server for Constellation UI assets, how is this handled internally by the Constellation Engine? Any insights into how the platform now serves and manages these assets would be helpful.
Answer: These assets are now served from Infinity server directly as any other rule.,

Question: how the relation is identified between two work object
Answer: Multiple options. Case hierarchies - parent and children Case reference fields - Add a soft link via a case reference propery. This gives you automatically a link on the UI to the referenced case. Case reference property can be single or list mode. Query - If you simply want to show a list of cases based on parameters

Question: Can we have custom dropdown sources for the properties used in Promoted Filters especially in ListView
Answer: In Constellation, promoted filter dropdowns are system‑generated and populated from the List View’s result set. We cannot configure a custom dropdown source like a data page or picklist. If we need control, we either shape the data at the source or use custom filters or custom DX components.

Question: So if we need temporary case how can we do it is there any other way ? especially in constellation
Answer: Temporary cases are not supported. You always need a case to be persisted. You can cancel withdraw case later,

Question: When we click on Filter, by default all records are unselected but shows complete list. Whereas when we select a few it shows the selected list. Shouldn’t all should have been selected in the first place ?
Answer:

Question: Form refresh is not supported on embedded lists. The current behavior uses a static index, which works well, but is there any plan to introduce dynamic index refresh support in upcoming releases?
Answer: live answered

Question: Selection made on the prmoted filter will the primary filter and then the other configured filter will be applied?
Answer: live answered
Answer: It is the other way round , promoted filters sift out data after the complete data is loaded including the configured filters.

Question: Is this search button configurable?
Answer: This search icon is a basic search, looking for any matches – this search has no further configurations.

Question: Pega 25.1 no longer requires a separate Static Content Server, how does Constellation JS Engine Scripts & static resources works now? Are they packaged directly within the Pega Platform product itself?
Answer: yes, correct

Question: This feature shown to create Insights or Personalized reports, does it require Gen AI ?
Answer: you can use Insights without GenAI,

Question: Any client moving to constellation from previous versions will try to push to complaint with older screens. How do we handle this requirement?
Answer: We need to explain benefit of designing screens in modern way. Migration screens 1 to 1 is not possible.,

Question: We are not able to see export to excel option on the insight rule which is sourced by data page with source as report definition. We have enabled report edit, export options on the report definition, but we don’t see it reflecting on insight rule. Also, by default the insight visibility is set to Admin and it is disabled. We are unable to change it to public/private or shared access.
Answer: Data Page needs to be queryable to allow for Export,

Question: With recent enhancements data view looks a lot like case views, can it be applied to the promoted actions as well?
Answer: Data does not have promoted actions configuration available.

Question: Can we do a data import into data table directly from landing page/records manager?
Answer: We cannot directly import data into a data table from a Constellation landing page or Records Manager using OOTB configuration. Bulk imports are supported via the Data Import Wizard or through a case‑based upload pattern, which is the recommended approach.

Question: In Constellation, since it follows a data-first approach, we can display data records of a data object on a landing page. Is it a good practice to show this data directly when dealing with a large volume of records? How does Pega handle performance in such scenarios while loading the data? If displaying large datasets directly is not recommended, what would be the best approach to handle and present this data efficiently?
Answer: We have infinite scroll pattern applied so whole set is not loaded at once. This should solve performance issue,

Question: If i have multiple child case can i add all in parent case with different notes?
Answer: live answered

Question: We have also tried the queryable option inside the data page but still we were facing the issue. We have raised a pega ticket for the same but they said its a product limitation. Could we see this functionality in the upcoming versions?
Answer: Queryable enables many of the constellation features like export. However, there are limitations for the source of the datapage. I am not aware of future enhancements in this space, that isn’t to say that it might not come.

Question: Before Pega 25.1, Constellation assets were never exposed as standalone JavaScript files. Instead, they were pushed to the static content server, which provided an additional security boundary ensuring that client‑specific UI assets were not directly visible or accessible. With 25.1, the platform generates a JavaScript bundle when DX Components are published. Since this JS file is now served directly to the browser, the client is concerned that anyone could potentially view or hijack the script, raising questions around reverse engineering and security exposure.
Answer: this is frontend code, it will be also visible in browser. If code of component is not exposing confidental data, there is no a security issue,

Question: Can we show the fields in a table with some coloring for few fields? If so could you please provide a solution for the same.
Answer: Yes, formatting is available in insights in latest versions. Pegasystems Documentation

Question: Just a follow up question to Aditi if user wants to see updated data on click of a button is t possible to keep button on UI in constellation and action sets dynamically ?
Answer: You don’t trigger screen updates via buttons like you did with action sets. Data updates when it needs to, for example via data references. Or you can apply the aforementioned form refresh settings to update data on screen based on field changes.,

Question: how can we track audit for a data object that is delegated to the landing page, if I am using Pega 24.1 Constellation
Answer: live answered

Question: In Blueprint, can we create some of the common items in a separate layer like Work class or reusable components. As we don’t see an option to create screens(views) other than casetypes in the Blueprint.
Answer: In Blueprint, we can’t create standalone or reusable screens or a Work‑level UI layer. Blueprint only models case types and data. Reusable views and shared UI components are created later in App Studio after the Blueprint is imported. Blueprint is evolving, but today UI reuse is intentionally handled in App Studio, not Blueprint :slight_smile:

Question: How do we debug our Blueprint document if there is any issue while we are importing. As there are no errors when we are taking the Blueprint doc. But when we import we might get errors.
Answer: This is continously being improved. The Blueprint team is looking at the “hidden” errors when importing and how to better surface them. Ideally we are looking at fixing it directly in Blueprint so that the error never even appears in the import.,

Question: Is there any option we are planning to introduce to: 1. Render a landing page on a page type data page? 2. Use bulk action on data items on a landing page, so that Data instance first model can be achieved from landing page, without going for Parent case and select data items to create cases.
Answer: You can render a landing page focused on a data object. Bulk actions on that data object is not available right now, but there are future enhancements on this (EPIC-106913). It is currently targeted for ‘26, which isn’t a guarantee but it is on the roadmap.

Question: For the advanced search in the portal ,is it possible to optimize the performance by executing filters at database level rather than on pre load data? the goal is to load the data only after the user applies the search criteria,ensuring efficient and on demand data retrieval
Answer: There is a great Constellation 101 article on this - how to start with an empty list and then applying filters, instead of loading full dataset immediately. Empty List on Load in Constellation Landing page

Question: I have created a data reference field and am displaying data on the UI. However, I’m unable to see the field’s data immediately on the screen or after submitting the form. Interestingly, once I close and reopen the case, the data becomes visible in the clipboard. Is there a specific reason why this behavior is happening? Also, how can I ensure that the data reference field is visible immediately upon submitting or editing, without needing to close and reopen the case?
Answer: In Constellation, data reference fields are resolved only when the case or data is refreshed. Submitting the form saves the reference, but the UI doesn’t automatically reload the referenced data. Reopening the case forces that refresh. To show data immediately, we must explicitly refresh the data reference. UI doesn’t re-fetch the data until the case is reopened. We can use form refresh data transform in flow action,

Question: can I get this meeting recording and the documents related to this??
Answer: There will be a follow up email with link to recording and question answers,

Question: How can we save our work on the view, as when we try to update any data(references) or add any columns to existing tables or update the references it will remove the entire data page(columns) references and it is removing the pre and post actions inside the view. Please provide a solution for the same. As we see this issue very often while we are working on the case types.
Answer: I am not familiar with this issue. Views do auto-save but should not be removing configuration, not unless you choose a different configuration (e.g. Change from Table to Repeating View

Question: Is there any easier options to debug UI in Constellation design system?
Answer: Yes. In Pega '25, there is the UI inspector. Pega tools for debugging Constellation applications | Pega Academy ?

Question: whisper flow is good for lot of people can we use it for UI development in Pega platform ( some kind of vibe coding using Agentic AI framework )
Answer: vide coding is coming to Pega platform. Some of it was shown beginning of 2026, more of it will be shown on Pega World in June

Question: if application has multipe personas, what is the best way to create portal? is it always create a single portal and manage the work through visible conditions or create separate portal for every persona ?
Answer: Start with a single Constellation portal
Differentiate personas using access, visibility, and configuration
Create separate portals only when personas are fundamentally different

Question: Which version is the Data object landing pages available in?
Answer: I think its from 24.2 onwards

Question: do we really require data brick kind of knowledge for managing record manager? Data Engineer also use same record manager or some thing else in pega 25
Answer: Record manager is similar to exposed data type in pre-constellation. Its focused on end to end record experience which comes with governance and UX consistency.

Question: Record manager landing page will show all data types by default or do we have control on what data type should be shown in Record manager landing page ? for in an application if 10 data types are present but we want to show only 5 data types to business users, is there any way to control this through record manager landing page
Answer: You can enable/disable record management setting at data type level. In addition to this you can add roles/privileges to control.

Question: Do we really need figma mockup with constellation?
Answer: simple answer is we don’t
Answer: 100% we don’t =) Instead, using capabilities like Blueprint for capturing customers’ objectives is going to give you way better results than using tools like figma.

Question: how can we use blueprint with our old, customized existing application?
Answer: one of use cases is to use BP in App Signature tool Pega Application Signature | Pega to migrated. Another one is extend app with new case types leveraging BP (using Blended mode)

Question: do the buttons in contellation have to be designed in React js?
Answer: no. Buttons will be part of ootb existing UI UX patterns like Search & Select (you will get Search button)

Question: How it is supporting SPA
Answer: Constellation acts as a thin client that consumes Pega’s DX API, allowing the browser to manage the UI rendering while the server manages data and business logic. The architecture relies on client-side state management. Constellation provides a prebuilt, out-of-the-box (OOTB) library of UX templates and components, designed for rapid application development with specialized workflows

Question: buttons can’t be created through components using react js ,we should only use OOTB?
Answer: they can be created with react via dx component. Although we adivse not to clutter screen with buttons and use ootb UX patterns

Question: is there any documenation on record manager landing page ?
Answer: https://docs.pega.com/bundle/platform/page/platform/data-integration/data-records-all.html

Question: if we want radio button to be added in constellation, its only possible with data reference? And data reference need data page but does that mandatorily be of data class ? and sometimes it don’t display our customized data page created in dropdown.
Answer: radio buttons are rendered only for picklist‑type fields. You can use Prompt list and Data reference. If you are using data reference then data class is mandatory as it always points to data object.

Question: it is possible to migrate an app developed with Cosmos UI to Constellation? could it be an option to encapsulate the cosmos app with an app in constellation? i mean, Constellation app has built on comos app?
Answer: For migration take a look on: https://community.pega.com/marketplace/component/pega-application-signature
Regarding using both Constellation and Traditional UI, then yes it is possible, this capability is called Blended UI and is popular adoption straregy for Constellation

Question: is UI underlying structure helps in communicating with deep network AI models like cisco has one .. reason being is efficient routing based on header data lot of advantages in network if we pass the data alignment with network AI models
Answer: Yes — a well defined UI underlying structure does materially help communication with deep-network AI systems. You may refer to DX apis.

Question: can we configure action set in constellation like we do in theme cosmos?
Answer: No, action sets do not exists in constellaiton. Constelaltion UI is not control-driven. You can define on-change logic with form refrsh/view rules. If not you can develop DX Componenst

Question: how i can see the clipboard in runtime on constellation? How can you review the data of the recently created case?
Answer: clipbord is available from dev studio to see static data of case. Dynamic data will be not visible there

Question: I didnt see that we can configure Primary and Secondary columns in table viewsz
Answer: Constellation doesn’t have explicit primary/secondary columns like Theme Cosmos, but it enforces the same concept through a primary row identity field, supporting columns, preview patterns, and row‑level actions

Question: for saving personalize view of reports is it required to have a open ruleset version or it is just a data instance ?
Answer: its a data instance tied to the operator.

Question: What is best way to migrate UI Kit portals to constellation portals if we have customized
Answer: Don’t try to directly convert customized UI Kit portals to Constellation, because the architectures are fundamentally different and heavy customizations must be redesigned. The best approach is a phased migration using UI Kit–Constellation coexistence, rebuilding key personas and business flows in Constellation while keeping existing UI Kit portals running. Use the Constellation Modernization Assistant for analysis and planning, then incrementally rebuild and retire UI Kit features based on business priority.

Question: in these series we will see how to design a button with React js? or is it no in the scope of theses sessions?
Answer: we had a dedicated session for this, please take a look: https://community.pega.com/event/extending-constellation-deep-dive-constellation-dx-components

Question: I cant find any documentation on record manager landing page . Please share the documentation link for the same .
Answer: This functionality is documented indirectly across Landing Pages + Data Records + Explore Data. Reocrd manager is a product concept not a formally documented feature. Record Manager is implemented using:
Constellation Landing Pages
Explore Data capabilities
Data Objects / Data Records
Persona & access configuration

Question: is it possible may be in future where we supply figma image and pega gen ai and prepare similar constalation page for us?
Answer: Yes, (with important limitation) you can supply Figma designs and use Pega GenAI to accelerate building a similar Constellation page.. But its not an automatic 1-1 conversion. It’s a guided translation, not a direct import

Question: What are the main limitations of Constellation compared to traditional UI that we should be aware of early?
Answer: live answered

Question: If i have a source of the Data from an external system how we can search and pass the search data for filtering
Answer: live answered

Question: How can we show the dynamic Text in the view before submit from Local action? (without click somewhere on screen)
Answer: live answered

Question: Thank you. How does Constellation impact testing strategy, especially for UI and automation?
Answer: live answered

Question: Do table cells have inline edit option?
Answer: Constelation supports row level edit .. not the inline cell edit.

Question: There are scenarios where users are used to the search screen clicking a navigation item in landing page in UI kit , now with constellation the same can be achieved only by using the search pattern inside a case , can we achieve the same UI pattern with search and select from landing pages?
Answer: Yes - you can define advanced filters on the dashboard / landing pages and you can searhc on the tables / insights.

Question: Can you please share the link to Automating tests with Gen AI you just showed on the screen ?
Answer: https://docs.pega.com/bundle/platform/page/platform/devops/creating-automated-tests-genai.html

Question: Can you please repeat your take on Pega vs Figma?
Answer: just stick to Blueprint :slight_smile:

Question: If we are creating multi step case from table view, is it next steps of case stays in table or goes to other tab?
Answer: The case opens in the work area (case view), not inline in the table and not as the “next step staying in the table"
The table remains on the landing page
The case (and its steps) open in: The main work area, or preview / side panel (depending on navigation pattern)

Question: UI gallery for Constellation? similar to other versions?
Answer: The Constellation UI Gallery is an open‑source collection of Constellation DX (Digital Experience) components provided by Pega. It showcases ready‑to‑use and customizable React‑based components that extend Constellation beyond out‑of‑the‑box patterns. You can see more on our DX Webinar: https://community.pega.com/event/extending-constellation-deep-dive-constellation-dx-components

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Webinar Replay: Getting Started with Pega: Create Powerful User Experiences Fast