Video:

Why:

Enabling personalization for the Table, Gallery and Timeline List View formats in Pega's Constellation architecture can significantly enhance user experience and productivity. Personalization allows users to configure List Format views according to their preferences, making data more accessible and relevant. This feature is particularly useful in scenarios where users frequently interact with large datasets and need to filter, sort, and organize information efficiently.

Business use cases:

Businesses across various sectors utilize personalization to enhance efficiency. Below are a few sample use cases:

• Sales Teams: Personalize product lists to show only discounted items or high priority leads.

• Customer Support: Customize views to prioritize tickets based on urgency or customer value.

• Finance Departments: Tailor financial reports to highlight key metrics and trends.

Benefits: 

Advantages of List View Format Personalization

• Enhanced User Productivity:  Users can save specific List View format configurations as a reusable display, eliminating the need to recreate preferred views repeatedly and streamlining their workflow.
• Customized Data Views: Users can tailor List View formats to their specific needs, such as creating filtered views (e.g., showing only discounted items sorted by price).
• Time Efficiency: Saved configurations for List View formats can be quickly reapplied by marking the view as the Default, eliminating the need to recreate preferred views repeatedly.
• Improved Data Management: Users can organize and view data in ways that make the most sense for their specific roles and tasks.
• Flexibility: Users can now independently adjust and save list views to their preferences, eliminating the need for developer-created customizations.

Prerequisites:  

• Ensure your application includes a Case Type and/or Data Object set up.
• You have a landing page configured using List View that list Case/Data instances. OR have a case type / data object, configured using a List View

Configuring Personalization:

• Enable Personalization: In the configuration properties window, select the “Allow saving of custom views” checkbox and any other options. (See figure 1)
  • Allow grouping
  • Allow column reordering
  • Allow global search
  • Allow user edit column visibility
  • Show column header icons

• Access List View personalization settings: Click on “Action” ellipsis icon on the top right of the header and select “Save view as...”
   

Best practices:

1. User Training and Documentation
   • Ensure users understand how to create and manage personalized views
   • Provide clear documentation on available personalization options
   • Include examples of common use cases and configurations
2. Implementation Strategy
   • Start with a clear List View format structure before enabling personalization
   • Create default views that can serve as starting points for users
   • Implement regular maintenance procedures for managing saved views
3. Performance Optimization
   • Regularly review and manage saved views to prevent database clutter
   • Monitor system performance impact of personalized views
   • Implement proper data indexing to support various sorting and filtering configurations

 Points to consider:

1. Version Compatibility
   • If upgrading from Pega Platform 8.3 or earlier, be aware that saved views may not reflect initial grouping settings until users discard old views
   • Consider cleaning up old, saved views from the database during upgrades
2. Data Model Impact
   • Ensure your underlying data model supports desired personalization options
   • Consider the impact on system performance when allowing extensive personalization
3. User Experience
   • Balance flexibility with simplicity to avoid overwhelming users with too many options
   • Consider implementing role-based restrictions on personalization features if needed
   • Plan for proper change management and user communication

Summary:

Enabling personalization for List View formats in Pega's Constellation architecture enhances user experience by allowing customization of the List View formats, particularly benefiting those handling large datasets. This feature facilitates efficient data filtering, sorting, and organization, with applications in sales, customer support, and finance. Benefits include increased productivity through reusable profiles and customized views. Best practices encompass user training, performance optimization, and balancing flexibility with simplicity.

References:

Configuring fields associated with Case and data objects

Best practices: Pega Customer Service application built with Constellation
Adding Constellation tables to Views

Creating Views for Case Types

Working with Views