🎞️ Webinar Replay: What’s New in Pega Infinity '26 - User Experience

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Thank you to everyone who joined us for our recent User Experience Expert Circle Webinar Series! We hosted two action-packed sessions covering the major User Experience (UX) and Constellation enhancements introduced in Pega Infinity '26.

Because Infinity '26 is one of our largest releases in recent history, we split our showcase across two regional sessions to cover as many features and live demonstrations as possible. Whether you missed one of the live events or want to share the recordings with your team, you’ll find the replays, detailed breakdowns, roadmap previews, and Q&A summaries below.

:date: Session 1

Host: @MarcCheong (Delivery Excellence Technical Lead)

Panelists: @SrinivasKakani (Product Engineering), @KanakaValli (Product Engineering), @singm5 (Pega Consulting)

:rocket: Theme 1: Accelerating Cycle Times and Throughput

Accelerating Cycle Times & Throughput Webinar THUMB

Presented by @KanakaValli :play_button: Watch now →

  1. Submenus for Cleaner Portal Navigation: Group related navigation pages into collapsible submenus. When a submenu contains more than 4 items, an automated search box appears at the top for instant filtering.
  2. Enhanced Promoted Actions:
    1. Configure multiple promoted actions directly on the case header.
    2. Drag-and-drop reordering for both promoted actions and standard case actions.
    3. Dynamic resolution: The system automatically evaluates visibility/when conditions and displays the top 2 applicable promoted actions in real time.
    4. Channel-specific controls allow you to enable promoted actions for worker portals while keeping self-service channels simplified.
  3. Return Home After Case Closure: A new flow action setting (Close the case) allows users completing their final assignment to automatically navigate back to their portal homepage without needing an extra click on a confirmation screen.

:eye: Theme 2: Maximizing Reviewer Visual Efficiency

Maximizing Reviewer Visual Efficiency THUMB

Presented by @singm5 :play_button: Watch now →

  1. Multi-Level Embedded Data Details Modal: Reviewers can click hyperlink references on embedded data tables or forms to pop open detail modals. This supports nested/stacked modal layers across multiple relationship levels without losing context.
  2. Data Reference Link Control: Option to disable hyperlink behavior on data references, rendering them as clean, read-only text fields to prevent accidental navigation during review.
  3. Color-Coded Status Badges: Display read-only text or picklist properties as visual semantic badges (success [green], info [gray], warning [yellow], urgent [red]). Mapped dynamically using property references or decision tables.

:bar_chart: Theme 3: Democratizing Analytics & Agility for Business Users

Democratizing Analytics & Agility THUMB

Presented by @SrinivasKakani :play_button: Watch now →

  1. Recently Opened List in Explore Data: Quickly access frequently used insights from a dedicated “Recently Opened” row on the Explore Data landing page.
  2. Calculated Fields in Insights: Define custom formulas, weighted averages, and cumulative totals directly inside Insights without requiring developer rule changes.
  3. Enhanced Excel Exports: Exported spreadsheets retain visual formatting from Insights, including grouping headers and collapsible data rows.
  4. Dashboard Auto-Refresh: Set automated refresh intervals (e.g., 30 seconds or 30 minutes) on individual dashboard cards or insights to keep operational data live.
  5. Dashboard Card Layout Options: Toggle between “Compact” and “Full” card layouts to hide redundant titles or show streamlined metrics.
  6. Data Drill-Down Controls: Disable “View Underlying Records” on specific insights to enforce data privacy and compliance.
  7. Out-of-the-Box Gallery View: Render insight data using a clean, visual card gallery template with optional image support.
  8. Global Promoted Filters: Apply top-level dashboard filters that apply across multiple insight cards simultaneously, even if the cards reference different underlying data model properties.
  9. Localization for Insights: Full localization support for chart titles, legend labels, and X/Y axes across global languages (e.g., Telugu, European languages).

:date: Session 2

Host: @MarcCheong (Delivery Excellence Technical Lead)

Panelists: @LantzAndreas (Pega Consulting), @sureshg (DemoX), @len01 (Solution Consulting), @SENIT (Solution Consulting)

:shield: Theme 1: Safeguarding Operational Continuity

Safeguarding operational continuity THUMB

Presented by @LantzAndreas :play_button: Watch now →

  1. Autosave on Assignment Forms:
    1. Turn on autosave across case types via case settings.
    2. Form changes are automatically persisted to the database after a brief pause or when navigating out of a field.
    3. Banner notifications inform users that autosave is active.
    4. Configurable interval timer via the pyConstellationFeatureMap data transform (defaulting to 5 seconds).
  2. Split View Case Layout: Enables independent scrolling between the left summary/tabs panel and the right assignment work area—ideal for side-by-side document and form reviews.
  3. Attachment Preview Side Drawer: Pop out attachment previews (PDFs, images) into a resizable side panel similar to case and data reference previews.
  4. Summary Collapsed on Load: Configurable option to collapse the case summary panel by default upon case load.
  5. TipTap Rich Text Editor Upgrade: Replaced the legacy editor with a modern TipTap implementation featuring inline image controls, word counts, granular feature toggles, and integrated AI Rewrite capabilities.

:bullseye: Theme 2: Protecting Data Quality at Entry

Protecting data quality and entry THUMB

Presented by @sureshg :play_button: Watch now →

  1. Search & Select for Large Data Sets: Multi-level grouping, live filtering, and complex data field support directly inside search-and-select modals.
  2. Inline Record Creation: Create new data records directly from within the Search & Select dialog when a search yields no results.
  3. Dynamic Validation & Warning Messages: Surface real-time warning indicators (e.g., overdue account fees or customer flags) on search result rows via Data Pages and DX APIs before a selection is committed.
  4. ComboBox Search Modes: Choose between “Contains” and “Starts with” search logic in combo box controls to improve query accuracy.

:locked: Theme 3: Mitigating Compliance and Maintenance Risks

Mitigating compliance risks THUMB

Presented by @len01 :play_button: Watch now →

  1. Bulk Assignment Transfer: Transfer individual worklist or workbasket assignments across multiple case types simultaneously from worklists, workbaskets, or insights.
  2. Granular Attachment Privileges: Restrict attachment actions (create, edit, delete) per attachment category using privileges and when rules.
  3. Government Classification Markings: Render top and bottom portal banner overlays (e.g., “RESTRICTED - EXPERT CIRCLES ONLY”) configured via Dynamic System Settings (DSS) and Data Pages.
  4. Custom Case Type Accent Colors: Assign distinct brand accent colors to individual case types to visually differentiate cases within multi-case applications.
  5. Streamlined Hotfix Delivery: Standardized Constellation hotfix installations without needing static URL DSS workarounds.

:hammer_and_wrench: Live Demo: UI Designer & In-Context Authoring

UI designer theme THUMB

Presented by @SENIT :play_button: Watch now →

Tim demonstrated the new UI Designer running directly in the runtime portal preview:

  1. Live configuration of portal theme colors, typography, navigation placement (side rail vs. top bar), and case layouts (default vs. split view).
  2. Real-time drag-and-drop field placement on forms.
  3. Instant updates committed back to the application’s underlying Constellation rules within the active developer branch.

:world_map:Roadmap and Extension Strategies

Both sessions covered this important look ahead for User Experience and different options to extend your user experience.

:crystal_ball:Looking Ahead: User Experience

Whats coming for UX THUMB

:play_button: Watch now → @SrinivasKakani provided an exclusive preview of upcoming UX capabilities in active development:

  1. In-context dynamic layout editing in the UI Designer.
  2. Experimental theme-level CSS overrides per channel (siloing web embed CSS from worker portal CSS).
  3. Split-screen case layout templates.
  4. Smart Info / Smart Tip support in review mode.
  5. Presenting embedded data lists as horizontal tabs.
  6. Attachment editing enhancements (in-line renaming, category reclassification) and external repository streaming improvements.

:puzzle_piece:Extending your User Experience

Extending Constellation UX webinar THUMB

Presented by @MarcCheong :play_button: Watch now →

When out-of-the-box Constellation controls don’t meet your highly bespoke front-end requirements, Pega offers a full spectrum of extension strategies:

  1. Occasional User Portals: Configurable, streamlined portals designed for low-frequency users without overloading them with caseworker widgets.
  2. Web Embed: Embed Pega case workflows into existing external websites using auto-generated HTML snippets.
  3. DX Components: Build isolated, custom React UI components to drop into standard Constellation views.
  4. Constellation SDKs: Build complete custom front-end applications in React, Angular, or Web Components while keeping Pega as the central orchestration engine.

:red_question_mark:Highlights from Attendee Q&A

Q: How do we customize the autosave frequency timer?

A: While not yet exposed in the Case Studio settings UI, you can fork the pyConstellationFeatureMap data transform into your ruleset and update the millisecond value for the autosave duration.

Q: Where are changes saved when using the new UI Designer?

A: All visual changes made in the UI Designer are written directly to the underlying rules (views, portal themes, portal configurations) in your current active application branch.

Q: Is Pega Infinity '26 available on Community Edition?

A: Yes! Pega Infinity '26 is now available on Pega Community Edition trial environments.

:link: Related Resources & Further Reading

Got feedback or questions about these Infinity '26 features? Reply to this thread below or start a discussion on the UX Expert Circle!

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