Question
EvonSys
LK
Last activity: 6 Aug 2025 9:26 EDT
Restricting Child Case Visibility in Assignment List Based on User Mapping in Pega Constellation Architecture
I’m working on a Pega application built using the Constellation architecture. Our case structure consists of three levels of cases, with multiple access groups and dedicated portals configured for each user role.
At the topmost parent case level, child cases (next level) are assigned to specific users based on user selection. These assignments are recorded in a data type that maps users to their designated cases.
We need to restrict the visibility of child cases in the Assignment list such that a user can only view the child cases that are explicitly assigned to them (as per the data stored in the data type). Any child case not assigned to the logged-in user should not appear in their Assignment list on the user portal.
I would like to know the recommended approach to achieve this in the Constellation architecture. Could you please advise on the best practices, configuration steps, or any considerations we should follow to implement this restriction effectively?
Updated: 1 Aug 2025 10:30 EDT
ai4process ltd
GB
Is there any limitation as to not able to use the OOTB User worklist widget?
Alternatively, if you need a custom solution, you could use a custom Data page for assignment filtering as per the Current operator ID.
You can creaet a read-only data page that sources takes the Current logged-in user's Id as a parameter and fetches the list of assignments as per your use case's needs.
You can source this data page on a Assign-Worklist class joining with the work class will give you access to teh pzInsKey of the case ID and assignment Id.
In constellation you can create a View that will display the data using the above created data page and a landing Page/ Widget to refer the View.
EvonSys
LK
Thank you for your approach.
But my requirement is to filter the Assignment list displayed in the UI (as shown in the attached screenshot) based on the cases assigned to each user.
If filtering the default Assignment list is not possible, it would also be acceptable to hide or replace the Assignment list view with another customized view that shows only their relevant assignments
HCA Healthcare
US
In a Pega Constellation setup, if you want users to only see the child cases assigned to them in their Assignment list, you'll need to filter what data gets shown. First, make sure you have a data type that stores which user is assigned to which child case. Then, create a data page that pulls only those child cases mapped to the currently logged-in user. This data page should use the user’s Operator ID (like pxRequestor.pyUserIdentifier) to fetch matching records from the mapping table. Now, update the Assignment list view in the user portal to use this new data page instead of the default one. This ensures that users only see the cases assigned to them. But to fully secure it, also add a rule (like ABAC or Access When) that checks if the user is actually allowed to open the case this blocks access even if someone tries to access a case URL directly. Make sure your data page is not shared across users (use thread/requestor scope). Finally, test this setup across different portals and roles to ensure that the visibility works correctly everywhere. This way, the case list stays clean and secure for each user.