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Why

Full Page View serves as the main interface in Constellation UI where users process case work or access information about data objects. It provides a comprehensive user interface that combines case-related information and actions in a single, organized workspace.

Full Page is part of the Constellation design system, ensuring a consistent UX is provided to the users in the entire application(s).

Figure 1: Full Page View authoring experience

1. Highlighted Fields: View that represents the (full) instance of the case – autogenerated view
2. Summary: Properties added to summary panel
3. Tabs: Tabs configuration - Views created on Other views can be added here
4. Utilities: Utilities configuration – select visibility of available

Figure 2: Full Page View rendering

Purpose and functionality

Full Page View is essential for the following reasons:

1. Provides a centralized location for all case-related information
2. Offers a complete workspace for processing cases effectively
3. Enables efficient access to both data and actions
4. Supports a more organized and streamlined workflow

Business use cases

In a business context, the Full Page View in the Pega Constellation Design System is particularly useful for scenarios when processing case work requiring access to multiple data points, viewing comprehensive information about data objects, and accessing detailed case information while working on tasks. Below are business use cases when page views are most beneficial.

1. Customer Service Representatives

• Managing customer inquiries
• Processing service requests
  • Handling case updates and modifications

2. Case Workers
   • Reviewing case details
   • Processing work items
   • Updating case information
3. Business Analysts

• Analyzing case data
• Monitoring case progress
• Accessing detailed information for reporting
   

Benefits

1. Enhanced User Experience
   • Quick access to all necessary information
   • Reduced need for tab switching
   • Improved workflow efficiency
2. Improved Productivity
   • Centralized access to case information
   • Streamlined workflow with promoted actions
   • Easy access to frequently used functions
3. Better Information Management
   • Comprehensive view of all case-related data
   • Organized presentation of information
   • Efficient data access and management

Prerequisites:

1. Define Data Sources:

• Identify Sources: Determine where the data will come from. This could be internal databases, external systems, or Pega's own data types.
• Integration: Set up any necessary integrations with external systems using Pega's integration tools and connectors to ensure data is accessible.
• See Extending a Data Model for a Case here.

2. Create Data Types:

• Data Modeling: Use Pega’s Data Designer to define the data types you need. This involves specifying the fields or attributes that will be included in your tables.
• Data Relationships: Establish any necessary relationships between data types to support complex data structures (e.g., one-to-many relationships).

Configuration Tips:

1. Data Reference on Full Page View Error
   1. Challenge: While configuring the Full Page View, if you receive an error on a data reference field, and the view is not displayed.
   2. Solution: Remove the data reference field from the Full Page View. Save the case and refresh the screen. Move to Dev studio and search for the rule. Open the rule and mark the rule as available. Return to App studio to add the reference field to the summary area.
2. Case Types and Data Objects
   1. Ensure all Case Types and Data Objects have a Full Page View > this will ensure any navigation links to open a Case or Data Object present the right information to users.
   2. If you use a data or case reference, the “navigate to object” link is available under additional details when configuring the field. By performing this action, users can navigate to the Full Page View (or Preview) from that link.
3. Promoted Actions Configuration
   1. The Promoted Action is available only for Cases and is the first Stage-wide Action. If no Stage-only Actions are available, the system selects the first Case-wide Action other than the Edit details Action, which is available through the pencil icon. Assignment Actions, such as transfer assignment and change SLA, are not considered Stage-wide Actions and cannot be used as Promoted Actions.
   2. See more information on Configuring Promoted Actions here.

Figure 3 : Sample Case-Wide Actions Configuration

Best Practices

1. Layout and Organization

• Use the summary panel to present critical case data
• Implement a two-column layout for optimal form display
• Keep read-only data in Details tabs for reference

2. Configuration

• Configure Preview panels for quick access to related case information
• Set up Promoted Actions for frequently used functions
• Organize information logically using tabs and sections

3. User Experience

• Avoid overloading the view with unnecessary information, providing a consistent way of viewing Cases/Data in both Full Page and Preview.
• Define a naming convention to maintain consistent action button labeling
• Provide contextual help where needed using tooltips, help icons and/or links

Summary

Full Page View is a powerful feature in Pega Constellation that provides a comprehensive interface for case management and data object interaction. It combines efficiency with user-friendly design to create an optimal workspace for handling cases and accessing information. By following best practices and utilizing its various features, organizations can significantly improve their case handling efficiency and user satisfaction.

References

1. Best practices for Constellation UI
2. Configuring a Full Page View