How to enable Save For later in Creation stage in Constellation
We are working on Constellation and need to display a 'Save for Later' button during the creation stage to allow users to save requests as drafts. However, it seems this option is not recommended by Pega.
Additionally, we have a requirement to execute specific code whenever an assignment is saved.
Could you please advise if there are any workarounds to enable these functionalities?
Accepted Solution
Updated: 16 Jan 2025 2:51 EST
Pegasystems Inc.
IN
HCA Healthcare
US
@BOUANENEMTo enable the "Save for Later" button in the creation stage of Constellation, go to the case type rule and configure the "Save Settings" for the Create stage step, setting "Show Save Button" to "Always." Enable Draft Mode in the case type to allow saving incomplete cases. To execute custom logic when the button is clicked, configure an action set to call a Data Transform or an Activity. You can also use post-save processing to trigger specific logic after saving. If needed, add the "Save for Later" action explicitly to the view or section in the Create stage using App Studio or Dev Studio. Test thoroughly to ensure this customization works as expected without causing issues. Document the change for future reference since it deviates from Pega's default recommendations
InnovationTeam
SA
@Sairohith These options are available only in the Traditional version of Pega and not in the constellation.
HCA Healthcare
US
@BOUANENEM In Pega Constellation, the "Save for Later" button is not supported in the Create stage by default due to the simplified workflow design. However, a possible workaround is to create a custom assignment step right after the Create stage, where the "Save for Later" option can be enabled. Alternatively, you can configure a custom action button using App Studio or Dev Studio that mimics the "Save for Later" behavior by persisting the case data and marking it as a draft. For executing specific code during saving, consider using post-processing actions linked to a custom data transform or activity on the Flow Action triggered by the custom button. Please be ensure that proper testing and documentation since this approach modifies default Constellation behavior
Pegasystems Inc.
IN
Adding a custom button requires DX component to be added. There is no OOTB way in Constellation to add controls to a view. DX components will need additional development and maintenance efforts.
Editing the JSON structure for a view in Dev Studio, is not recommended and can cause upgrade issues in future.
@BOUANENEM
"Save for Later" option is not available in Create stage, because the case itself is not yet created. The data is stored temporarily and thus the user selection cannot be saved.
Either user can minimize the model dialog to keep the changes and go back to adding more information. This however will not be retained if the browser is refreshed or portal is closed.
Other option is to skip the create stage entirely. This will enable the OOTB save option for your first step itself.
Secondly , currently there is no extension support for "Save For Later" button. Hence you cannot execute additional logic when an assignment is saved.