How to refresh case in constellation ?
We have a requirement to add a refresh button (or location) to the case view, allowing users to refresh the case when needed.
Is this feature available OOTB (Out-of-the-Box) in Pega?
Has anyone implemented a similar feature before?
If you have any insights or experience with this, please share.
Accepted Solution
Updated: 7 Feb 2025 3:24 EST
Pegasystems Inc.
IN
To summarize, for explicit refresh to the case type; we can use below options
1. Form Refresh Settings.
2. Using pxC11NPublishDatapageUpdate as discussed in the article - https://support.pega.com/discussion/how-notify-users-refresh-outdated-list-view-constellation-ui
For refreshing the case - during optimistic locking; currently there is no OOTB way to refresh the case. The user has to close the case and open again to be able to see the updated data.
Feedback has been raised to improve this behavior in infinity 25.
Pegasystems Inc.
IN
In Constellation you don't add actions sets to buttons, links, etc; the approach is to use out-of-the-box patterns. We thus don't have any OOTB feature to allow adding refresh button.
Please share the outcome you are trying to achieve here - Why the case needs to be refreshed and for what reason.
Adding a case wide local action, is also one approach worth exploring.
InnovationTeam
SA
@Aditi MehtaOne of the scenarios where we expect to have a Refresh option is when we are running a background process. In this case, we need to display the outcome of the process in the case view after it finishes. Currently, the user has to close and reopen the case view to see the new changes. Another scenario involves child cases running in parallel, where we need to display the outcomes of these child cases in the main case.
Updated: 6 Feb 2025 9:58 EST
Pegasystems Inc.
IN
Can you try the approach shared in this article - https://support.pega.com/discussion/how-notify-users-refresh-outdated-list-view-constellation-ui
This will work for explicit refresh - like updates from API or updating parent case from child case
Pegasystems Inc.
CA
I have tried this Aditi solution on my project earlier, and it works. This solution below works for you if you're leveraging data pages and the user needs to Refresh manually to see the updated results.
EIB
PL
@BOUANENEMYou can send refresh request in your background process to specific case using the activity below. It will refresh case metadata and task list. However, parameter criteria must be a java hash map.
pxC11NPublishMessage
Case refresh parameters: criteria= caseId:.pzInsKey, matcher=CASE
Task list refresh parameters: criteria= ID:.pzInsKey, matcher=TASKLIST
Incessant Technologies
GB
We have similar requirement, kindly let me know if you find any solution.
Our requirement: We are using optimistic locking, case opened by two users/requesters, one user submit the assignment and other user trying to submit the same assignment then it's throwing an error but there is no option to refresh to see the updated data. (in traditional ui there is OOTB message and refresh option available but this option not available in Constellation)
Thanks,
Krishna M
InnovationTeam
SA
Updated: 6 Feb 2025 15:13 EST
Virtusa
NL
@BOUANENEM For running background process ,we need put a property which will be populated (may be boolean- IsProcesscomplete - True/false) when the bg process completes. Use this property to refresh the view . Go to the flow action and under view configuration - > Form refresh setting -> check for true/false value of the boolean . Once the bg process completes the view will be autiomatuclly refrshed and you get the new data .
Accepted Solution
Updated: 7 Feb 2025 3:24 EST
Pegasystems Inc.
IN
To summarize, for explicit refresh to the case type; we can use below options
1. Form Refresh Settings.
2. Using pxC11NPublishDatapageUpdate as discussed in the article - https://support.pega.com/discussion/how-notify-users-refresh-outdated-list-view-constellation-ui
For refreshing the case - during optimistic locking; currently there is no OOTB way to refresh the case. The user has to close the case and open again to be able to see the updated data.
Feedback has been raised to improve this behavior in infinity 25.
Ntt Data
IN
@Aditi Mehta iam using pxC11NPublishDatapageUpdate , the notification is working for case type but i wanted to have in service account which is in data class, there notification message is not popping up
Updated: 26 Feb 2025 21:32 EST
Pegasystems Inc.
IN
Can you share the exact scenario where you need the data page to get refreshed?
You can validate your approach with the steps shared in this article - https://support.pega.com/discussion/constellation-datapage-caching-and-invalidation-using-messaging-service-web-socket?