Thank you to everyone who joined our recent webinar, “Future-Proof Your UX: Why Infinity’26 Might Be All You Need.” We had some fantastic questions during the sessions and wanted to share the full Q&A with the community.
You can watch the full webinar replay here: 🎞️ Webinar Replay: What’s New in Pega Infinity '26 - User Experience
Q&A Summary
The questions from our attendees covered a wide range of topics related to the new user experience features in Pega Infinity '26. Key themes that emerged from the discussion include:
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UI Controls & Features: Many questions focused on the new capabilities of UI components like the Rich Text Editor, Search & Select, and attachment features, including customization options and behavior (e.g., CSP compatibility, multi-select, and conditional actions).
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Case Management UX: There was significant interest in new case management features such as promoted actions, the “close case” option, and enhancements to case summary views.
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Insights & Reporting: Attendees were curious about the performance and capabilities of the new Insights feature, particularly regarding data sources, filtering, and the ability to perform calculations.
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Developer Experience: Questions also touched on the developer workflow, including how UI changes are saved in branches, the availability of the DX Component Builder for '26, and working with custom SDKs.
Below is the complete list of questions and answers from the sessions.
Full Question & Answer Log
Here are the detailed questions and answers from the webinar.
| Question | Answer |
|---|---|
| AutoSave does commit to Database each time ? Or its defer save ? | It is a database commit each time - the same as clicking the Save button |
| which all file extensions are available for Preview? | live answered |
| I have a question to the split view. Is it possible to resize the left and right side, depending on what the user wants to read on which side? | live answered |
| will the new richt text editor work with a csp that does NOT have unsafe inline and unsafe eval. | live answered CSP settings for Infinity '26 are at https://docs.pega.com/bundle/blueprint/page/platform/security/csp-settings-constellation.html Yes it will. I am running a CSP without those options for the app I just demo’ed |
| Is it possible to have validation on the search fields? | live answered |
| can search and select can have multi select? or the UI component only allows one entry to be selected? | search and select support single or multiple selection it supports both - you need to create a list property with data reference |
| Are these warning messages also shown on landingpages? Or only on search and select? | the OOTB Search & Select warning/message behavior is tied to the Search & Select control (Data Reference field pattern) and is not automatically available on a Landing Page search experience |
| So I cannot use the warnings on a list landing page with promoted filters. If the user uses a value in the promoted filter I do not want I cannot give a warning? | promoted filters on a List Landing Page do not inherit Search & Select warning behavior OOTB. If you need customer-specific warnings after a filter/search, implement a landing-page banner/message pattern driven by the search results instead. |
| Transfer was only available at assignment level and not at case level, with this can we consider Transfer at case level too for a single case? | so long as transfer is added to your case, it enables transfer for that case.The list of assignments actions is currently not dynamic, so transfer will show BUT it will fail if you do transfer |
| We have noticed ootb export to excel truncates the rte cell text are value that is displayed in the table .. also the the images attached inside rte cell inside a table is not copied to export to excel.. Please let us know if this is fixed or kindly take it as feedback for future improvement | Thanks for the feedback. Constellation Export-to-Excel exports table data, not the full rendered Rich Text experience.. therefore truncated RTE content and missing embedded images (will check if this can be added to future deliverables) |
| Can the attachment menu be displayed conditionally for each attachment? For example, Attachment 1 should show both Delete and Download options, while Attachment 2 should display only the Download option.is this require custom DX component? | If the attachments belong to different categories, you can configure different allowed actions through attachment category security |
| are these portal changes directly saved in the branches? | yes - rule changes will be saved into Branch |
| Attachment preview looks sick, wish it was available in 25 UI gallery. | Indeed! Get on '26 ASAP  |
| it will be a valuable enhancement to attachment widget if we can configure Preview/ Download or both for each type of file extension. eg: jpg , pdf- preview+download, zip files- only download. (not only with category) | live answered |
| In 25 version , it was observed Transfer was only available at assignment level , is it available at case level in 26? | It should only be assignment level, I believe. Transfer was just used as an example. In 25, bulk actions only worked for cases, not assignments. So now you can have bulk actions for actions that apply to assignments. Hope this helps. |
| can we see the replay of the session somewhere | live answered |
| Yes got it, Thank you | live answered |
| Case summary area we can move to top by default to all users ? | when the summary panel is collapsed, then the bar goes to the top - we are adding new templates to create a split view of case object in the upcoming patches live answered |
| Sorry team, this might be a silly. just one question what is the differnece between case wide action and pormoted actions ? | A case wide action is show in the 3 dot action menu, promoted turns one of those into the buttons above the summary section |
| 1. ABC - when is true, 2. BCD - when is false 3. CDE - when is true….So will we see action buttons for ABC and CDE? | Yes |
| can we add optional processes in promoted actions | Yes |
| Is it possible to use AI to promote actions based on which ones are mostly performed? | You’re thinking like Next Best Action in Pega Customer Service? No this experience is curated, it isn’t AI determined. (It would be a good suggestion for future enhancement) |
| as we have a similar ux for case instance and data instance and now data types are also having actions now are these promoted actions applicable to data types as well | Promoted actions are on Case Types, not Data Objects |
| will the go back just take to home page or to the page from I came in to case like If I open my current case from parent case with this close case option will able to redirect back to my parent case without manual clicks? | It will just take back to Home page. |
| How would this close case behave for webembed? | Closing case is optional configuration, it should only be used for appropriate use cases. What actually happens, is curious - I’ll investigate and come back when the replay is posted. |
| How can multiple deveopers work on different views while working on various features and branches | typical branch development practices still apply live answered |
| close the case option come for even resolve flow also? if yes i think no use right | This is configured on the assignment, you are controlling what happens next if user has no other assignments to perform on this case. As a solution builder, you have the option to show case in review, show confirmation screen and now, close case. |
| for promoted actions, if we have more than 2 promoted actions retruning true, then we have the search box ?From UX perspective, unless the user is trained, he/she will not be able to find that a promoted action exists right no ? | Only 2 actions are promoted and are displayed on case summary. Rest of the actions go back to the ‘Actions’ menu. In the ‘Actions’ menu, you get the search box automatically. |
| Tables - There is an ambiguity about visual indictors on table, left handside 6 dots vs right handside 3 dots | The 3 dots on the embedded table was a “drag and drop” feature, the 3 dots were action on that row. They indicate different abilities on the table, this is expected. |
| the additional info for the embedded page, does it run on the embedded page itself or lookup? | Embedded data only. You are picking up a ‘view’ just like you are picking ‘Edit’ and ‘Add’ view (or any action). |
| Does this data refenece work for embeded data or data pages where data sourced from external system using API | data references can source externally, and you can use things like preview for this. See Enable Preview Panel for External Data Integration data references can be added to an embedded data, so inside that row you can pick a data instance and other data |
| Do we need a cost property created as auto calculated to use it as a function or this happens at run time? | In this example, it was processed in the Insight on the fly. It was not a property and declare expression. This was a feature realised in Insights in Infinity '25, ability to run calculations directly in your reports. |
| That is nice to see the filters are retained while export. But then when we remove filters on the excel would we see whole data or is it that it exports only filtered data ? | It exports only the filtered data. |
| I see “Display As” only showing up in Full Page View, not avaialble in Partial and Form Views. Is it expected? | Is this in the context of ‘Status’ badge? If yes, then this configuration should be available on every ‘Text’ and ‘Picklist’ fields when the fields are marked ‘Readonly’. |
I think this auto refresh is a very good feature which helps mostly in decreasing corrupted cases where cases wont work when you open for long time more than 1 hr the portal  Its a good feature which decreases corrupted cases. |
Glad you like it Aswin |
| Hi Team, Just a recommendation for next patches its good if we have the next data refresh time in UI once it got refreshed as user doesnt know how much time it will take to refresh the data as me can configure multiple time intervals. | A good suggestion Aswin |
| Does Insights impact applicaiton performnace like report definitions when we query large amount of data | An insights preformance always depends on how the data is being pulled - but that does not impact the overall app performance. |
| When using a custom data page in Insight, do we inherit all the out-of-the-box (OOTB) filter options? | Explore data will use more than just the data page to build Insights for a specified Data Object or Case Type. A virtual report definition is built based on your default data source, relevant records, associations etc.To create Insights directly on a data page, you can create non-queryable datapages. Not all Constellation features are available on non-queryable datapages (e.g. Export to Excel).I would suggest to use the default Explore Data experience for the full experience. |
| can we expect row visibility on embed data for lists? | No. But, we can consider. |
| Is there any plan to add row visibility for the table grids? | No. |
| Is there a plan to manage delegated rules? | live answered |
| Hi Team, just a question how can an individual can access pega infinity 26 will it roll out in pega community edition ? or should we need to buy to work on some personal pocs | live answered |
| Do we have updated DX Builder (DX Components)and Constellation SDK package versions getting released for 26? or the 25 version still works for 26 as well ? | DXCB for 26 should be out this week. |
| can we update the Material UI to Tailwind css for SDK Applications ? | yes, you aare able to change the alternate UI to your needs |
| the changes made in UI designer are saved inside a branch if a branch associated to the app ? And those changes are saved only when Editing toggle is enabled ? | live answered |
| are the changes done on UI designer saved immediately or we save it manually after we are sure about the changes done. | live answered |
| Is there a plan to make Search and Select pattern outside of a Case to lookup data in external system of record thru API? | live answered |