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Adding tables to forms

Updated on November 22, 2021

Help users access and compare data by setting up a form with a table. Tables are a basic component that you can use to create a clear interface in information-heavy contexts.

For example, tables that display the status of open cases can help managers quickly assess how a project is progressing.
Note: For systems that do not use Cosmos React UI, complete the steps in Creating a table layout with code optimization.
Before you begin: Ensure that your application can use Cosmos React for landing pages. For more information, see Implementing in Pega Platform.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. In the case working area, click the Views tab.
  3. Click Create new viewList view.
  4. In the Columns section, add the columns that you want to include in your table by clicking Add, and then select the property that you want to associate with the column.
    The system sources columns from the current case type.
  5. In the Sort by list, select the property that you want to use to sort the table.
  6. In the Sort order list, select the order in which you want to sort the table.
  7. Optional: To define what data is displayed in the table, set filters:
    1. In the Filter by list, select Custom, and then click the Properties icon.
    2. In the Condition Builder window, define the expression that you want to use to filter table contents.
    3. Optional: To build a complex filter with more than one expression, click the Add icon, and then define the additional expression.
      For example: To set up a filter that displays only cases resolved the day before, build an initial condition Case statusis equal toComplete, and a second condition Update time/dateis equal to1 day. Set the logical operator between the conditions to and.
  8. Optional: To define additional table behavior, select the check boxes that represent specific personalization settings.
    For example: To give users the tools to hide table columns, select Allow user edit column visibility.
  9. Click Submit.

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