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Summary panel views

Updated on December 13, 2022
Applicable to Theme Cosmos applications

The summary panel displays critical information about the case, such as case priority, and provides convenient access to more detailed case information in tabs. Once you populate the views that make up the panel with fields and widgets, the panel is generated automatically.

This is in line with the paradigm of prioritizing configuration over customization, which helps you deliver business-optimized applications with less development and maintenance effort.

The following figure shows a sample summary panel and its components:

Summary panel views on a sample case page
The case header, action header, case details and tabs sections are stacked in the preview on the left side of the screen.

You configure the summary panel views at case level. The views do not change when you progress the case through subsequent steps. Pega Platform provides the following ready-to-use views that you can customize to meet your business needs:

Case details
Contains critical data about the case, including its priority level, operator ID, and status. The case details view is a part of the case preview panel.

For more information, see Customizing the case details section.

Provides convenient access to views that hold supplementary case information, such as the Pulse feed.

For more information, see Adding tabs to the summary panel.

Contains information that helps the user identify the case at first glance. The case header displays information such as the case number, while the action header includes a shortcut to frequently used operations, for example, the add to favorites action.

For more information, see Adding action buttons to a case header and Adding buttons to the case action header.

For more information about views, see the Pega Academy article Pega Cosmos essential anatomy.

For more information on views, see the Pega Academy article Pega Cosmos essential anatomy.

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