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Adding action sets to a layout

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Updated on April 22, 2022
Applicable to Hybrid mode applications

Define how your users interact with a layout by creating an action set that links a user behavior to an action in the UI.

For example, your shopping application might include a shopping cart icon control that is paired with a currency control that indicates the price of the items in the cart. When you click on either control, the application opens the shopping cart section ShoppingCart. Because both controls have a common purpose, you can simplify the design by applying the action to the layout that holds the controls.

Note the following accessibility best practices:

  • Use the Click event for most actions, especially for links, buttons, icons, and table actions.
  • For keyboard-only users, add an Enter key event for every Click event.
  • Use the events in the Other events category carefully, for example, Change, and test them with keyboard navigation.
  • Use visibility conditions on the client side if possible, and apply them below the control that triggers the change.
  • Avoid Hover and Right-click events.
Before you begin: Create or identify a section to which you want to add an action. For more information, see Layouts.
  1. In Dev Studio, search for and open an existing Section form.
  2. If the section is based on a template, in the header of the section editor, click convert to full section editor, and then confirm the conversion.
  3. In the header of the layout to which you want to add an action, click the View properties icon.
  4. In the Layout properties window, on the Actions tab, define the action set:
    1. Click Create an action set.Result: A table with a new action set appears.
    2. In the action set table, click Add an event, and then select the user behavior that triggers the action set.For example: Create a layout that you can click to open the shopping cart, by selecting Click as the event.
    3. In the action set table, click Add an action, and then select the action that the user triggers when interacting with the control.For example: Assign the action of opening the shopping cart to the layout, by clicking All actionsDisplay: Section.
    4. If the action that you select requires additional configuration, complete the configuration form.For example: Define the section that holds the shopping cart interface and set the main container as the target in which you want to display the shopping cart with the Section action:
      1. In the Section field, enter ShoppingCart.
      2. In the Target list, select Default.
    5. Optional: To add more action sets, repeat 4.b through 4.d for every additional action set.
      Note: Although Pega Platform does not limit the number of actions that you can add to a layout, adding too many might result in a confusing and crowded UI. You must also carefully consider the sequence of actions, and ensure that, for example, actions that post values to a clipboard precede actions that use that clipboard value in a data transform.
    6. Click Submit.
  5. On the section form, click Save.
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