Whats the difference between embedded/data reference/query and case reference options in pega constellation?Also can a data reference/query/case reference create a new field?like with embedded data we can as its ususally used to input the data right?
Hi @TanyaS58 ,
Please go through below knowledge article wrote by @LeandroTaveira
Understanding Data Access Patterns: When to Use Embedded, Reference, and Query List Fields
I hope this will help you
Thanks,
Ashok
| Type | Data Stored on Case Clipboard | Source | Editable | Typical Use |
|---|---|---|---|---|
| Embedded Data | Page/page list | User enters data | Yes | Address, Victim, Incident |
| Data | Referenced data page/PageList structure populated from Data Record | Data Type / External System | Usually select record (s) | Product, Branch, Facility |
| Case Reference | Referenced case information | Another Case | Reference case | Parent Case, Related Incident |
| Query | Read-only results retrieved through Data Page | External source/Data Page | No | Duplicate Cases |
Lots of helpful answers above @TanyaS58, I won’t overload you with my own. Just some references in the Constellation 101 that may help.
Everyone learns differently, so there are some great perspectives from different people here:
- Constellation Cheat Sheet (Infinity '24)
- Patterns in Constellation (Infinity '24)
- From fields to functionality - Fields associated with Data Objects and when to use them (Infinity '24)
- Understanding Data Access Patterns (Infinity '24)
I’m not meant to have favourites but have found the Constellation Cheat Sheet - Knowledge Share - Pega Forums to be the most effective.