Question
ING Nederland
NL
Last activity: 9 Oct 2024 13:42 EDT
Tabbed layout/Accordion for Form views - Constellation
Hi everyone,
We have a screen wherein we allow users to enter various type of information using a form view. Since, the screen content is too large, we want the data segregated either in various tabs or an accordion with a header containing the information category (say, Personal Information, Contact details, etc.) .
How can this be achieved in constellation? The tabbed views, currently available, can only display read only data even if we add a form view to it. Assuming, the user doesn't want to move to-and-fro in a screen flow, what could be the best alternative?
Regards,
Saurabh Gupta.
Accepted Solution
Updated: 26 May 2024 23:38 EDT
Pegasystems Inc.
CA
Pegasystems Inc.
GB
Is there a particular reason to avoid a Multi Step form (Screen flow)? It seems that this is the ideal way to break up large forms if there is too much data for one screen.
Have you explored the field group feature? Field groups can be used to group fields together under collapsible headings.
Configuring field groups (pega.com)
Accepted Solution
Updated: 26 May 2024 23:38 EDT
Pegasystems Inc.
CA
The purpose of ScreenFlow(Multistep) is to divide information into multiple screens, so you can provide a well-organized and user-friendly interface. I think, this exactly fits your requirements.
https://docs.pega.com/bundle/platform/page/platform/case-management/creating-screen-flow.html
Accordion - Field Group is another option to consider. However, the views will be expanded by default and the user has the option to collapse it if required (attached screenshot)
Updated: 9 Oct 2024 2:18 EDT
Vodafone
IN
@RameshSangili : Hi Ramesh , Lets consider this use case where we have list of supplier selected in first screen and in second screen , we need to display selected supplier details like contracts and contacts which are embedded page list in nature. Currently we are presenting it in partial view with tab layout however if selected supplier is more than 10 records, then tabs will have horizontal scrolling ..PFA supplier list view doc.. Any other way to achieve this outcome ? Also using fieldgroup with expandable mode by default will increase more vertical scrolling if selected supplier list is big
Pegasystems Inc.
CA
The Hierarchical View is supported from 24.2 onwards. I hope you explore this option to see if it meets your requirements.
ING Nederland
NL
Thank you Marc and Ramesh, the reason for avoiding a screenflow is simply because we have a lot of screens already in the current design and thus we want to avoid adding more screens when we redesign.
The field group feature actually fits in our current implementation with the only drawback, which Ramesh mentioned, that the views appear expanded by default. But, I don't think it's a hard stop.
Regards,
Saurabh Gupta.
@SaurabhG7134
The purpose of ScreenFlow(Multistep) is to divide information into multiple screens, so you can provide a well-organized and user-friendly interface. I think, this exactly fits your requirements.
https://docs.pega.com/bundle/platform/page/platform/case-management/creating-screen-flow.html
Accordion - Field Group is another option to consider. However, the views will be expanded by default and the user has the option to collapse it if required (attached screenshot)