Configuring tabs

The Details tab provides relevant data that a user needs to work on a Case. It can be helpful to conduct user research to understand what information your users need to see on the Details tab, as they work on the Case. 

The following image shows a sample Details tab: 

You configure a Case’s Details tab in App Studio, by clicking the User interface tab, and then in the Case views section, clicking Details. 

There are five layout templates you can select from: 

• One-column layout (default) 

• Two-column layout 

• Three-column layout 

• Narrow-wide - has a thinner first column and a wider second column 

• Wide-narrow - has a wider first column and a thinner second column 

All five templates adjust to a single-column layout on smaller displays, such as when using mobile devices and using the zoom function. 

Pulse is Pega’s built-in collaboration tool that helps users coordinate work. Users can have conversations at any time about key needs, inquiries, status updates, or any other topics that help them make progress on their work.   

The following image shows an example of a Pulse tab in a Case: 

Custom tabs are highly flexible. Like other tabs, you can set the name of the tab, update the tab pane template, adjust conditional visibility, and show a count based on a property. 

You add custom tabs to your Case in App Studio, by clicking Add in the Tabs section of the Edit view: Full case page pane, as shown in the following figure:

Check your knowledge with the following interaction: