How to open a modal dialog and edit some case details - pegasystems/mashup-webcomponent GitHub Wiki

The DX API v1 supports the ability to expose the 'run local action' action defined on the action set. This allows to run a flow action in a modal dialog to update some case information.

The Mashup web component supports the run localaction action for the DX API v1 only - the target support is replaceCurrent or modalDialog - overlay is not supported. Before opening the flowaction in the modal dialog, any changes done in the current assignment will be saved in the database. On submit of the local action, the flow action will be submitted through the DX API and the current assignment will be re-rendered.

In other to configure the localaction, you need to make sure that the flow action is defined in the 'optional actions' in your case type - see image below

Once the flow action and the view is created, you can use it on a button inside a section image. For the button to look like a link, set the format of the button to 'Simple'.

For more details on the DX API https://community.pega.com/knowledgebase/articles/pega-digital-experience-dx-api-version-1-overview/local-action-ui-action-dx-api