Question
ING
BE
Last activity: 4 Oct 2018 11:08 EDT
Section pyDashboardDetails is not rendered when an operator logs in to the portal
Hi All,
Client Requirement: Populate the results of the default workbasket on User Portal’s dashboard once an operator logs into the portal (or once the Dashboard tab -pyDashboard Harness- is clicked)?
Development Work So Far: By default the dashboard shows the available workbaskets and the default workbasket is made bold. However, the results do not show up unless you click the workbasket name.
a. To load the left side wrapper on the dashboard (pyDashboardLeftWrapper), pyDashboardTree flow action is used which calls the pyDashboardTree section and runs the LoadDashboardTree activity (we created this activity to set the default workbasket and load pyUserAssignmentList.pxResults page with the workbasket items.
Hi All,
Client Requirement: Populate the results of the default workbasket on User Portal’s dashboard once an operator logs into the portal (or once the Dashboard tab -pyDashboard Harness- is clicked)?
Development Work So Far: By default the dashboard shows the available workbaskets and the default workbasket is made bold. However, the results do not show up unless you click the workbasket name.
a. To load the left side wrapper on the dashboard (pyDashboardLeftWrapper), pyDashboardTree flow action is used which calls the pyDashboardTree section and runs the LoadDashboardTree activity (we created this activity to set the default workbasket and load pyUserAssignmentList.pxResults page with the workbasket items.
b. To load the right side wrapper on the dashboard pyDashboardMainWrapper section is used but I can see on the Tracer, once clicked on a workbasket name, pyDashboardDetails flow action is called which in turn calls pyDashboardDetails section.
I have tried to understand the mechanism used to load/refresh the pyDashboardDetails (Data-Admin) section so I can reuse it on the pyDashboard Harness (or somewhere else) but had no any chance to implement it. I tried modifying the pyDashboardMainWrapper Section to include a Section which will in turn use the pxLocalAction section calling the pyDashboardDetails flow action but that even did not work.
Could you please help/advise?
Thanks a lot in advance.
Kind Regards,
Ozkan M
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Citicorp Services India Private Limited
IN
Hi Ozkan,
It seems that you are using pyCaseManager portal which has been created in 6.x versions. Could you please check the implementation of OOTB Pega7 Case Manager portal, and start creating/customizing the portal whichever way the customer requires.
Note: The pyCaseManager portal uses Panel Set Layout in 6.x version. But in 7.x you have Screen Layout which is responsive and will work across desktops/ mobile devices.
Please let know if you have any concerns.
Thanks,
Gowrishankar.
ING
BE
Hi Gowrishankar,
Thanks for your response.
I converted our top Portal Harness from Panel Set Layout to Screen Layout, but still the rendering is not happening. pyDashboardDetails section get rendered only once a workbasket name is clicked.
Thanks a lot,
Ozkan
Citicorp Services India Private Limited
IN
Hi Ozkan,
Could you please let me know the exact Pega 7 version you are using. We have ML versions 7.1.1 till 7.1.9 . So that i can quickly replicate your scenario in our environments and update you the work around if any.
Thanks,
Gowrishankar.
ING
BE
Hi Gowrishankar,
We are using Pega 7.1.8.
Thanks a lot,
Ozkan
Citicorp Services India Private Limited
IN
Hi Ozkan,
I think you were customizing the 6.x Case manager portal to achieve your requirements. I would advise you to customize the OOTB Pega7 Case Manager to meet your requirements.
It is recommended to customize the newer portal rather the older portal.
Thanks,
Gowrishankar.
ING
BE
Hi Gowrishankar,
Thanks for your response.
We have lots of customization on 6.x Case manager and related sections and harnesses, however I tested what you suggested above...
a. I saved the OOTB Pega7 Case Manager in our RS
b. Converted the OOTB Screen Layout from Header Left to Header (as we use 2 sections)
c. I included our two sections as we use them in 6.x Case Manger
The results are...messy! However, I clicked the Dashboard but still the rendering is not happening.
As mentioned above, I think the problem derives from the fact that we have the pyDashboardDetails section created in Data-Admin class which gets called by the flow action pyDashboardDetails (also in Data-Admin class) once the workbasket name is clicked. I am actually trying to find a way to trigger this functionality once the Dashboard icon is clicked so the pyDashboardDetails section gets rendered.
All the harnesses, sections, flow actions etc. we use are migrated from Pega 6.3 SP1.
Thanks a lot,
Ozkan
Citicorp Services India Private Limited
IN
Hi Ozkan,
Could you please create a section rule, and configure the section rule to have some content. and try to display that in the dashboard?. If this works well, then try to configure the report (default workbasket report) in that section and hardcode any parameter which is required by report definition and see if works.
If the both these scenarios work, then there is something real issue happening there.
Thanks,
Gowrishankar.
ING
BE
Hi Gowrishankar,
If I use OOTB content section (pyPortalContent) it works fine and can see the workbasket getting rendered. However, as I pointed out above, we have lots of customization in Pega 6 and use different flow actions, activities, sections, etc. If I attempt to convert all these to Pega 7 way it would be like rebuilding the whole Portal from scratch.
That's why I am looking for a solution to actually replicate the action on the click of workbasket name to the click on dashboard icon.
Thanks again for your help,
Ozkan
Citicorp Services India Private Limited
IN
Hi Ozkan,
I would recommend to rebuild your Portal to Pega 7 way. If you are not going to do it now, you have to do it in the near future.
Since you have already upgraded to 7.1.8. I would request you to convince your customer to go with the Pega 7 way. The below are the data points you can discuss with the customer.
1. Pega 7 UI is built using HTM5 and CSS3,latest UI technologies . Pega 7 UI is supported in modern browsers.
2. The new layouts in Pega 7 is responsive.
3. Hence this responsiveness enables the user to access the portal across different devices (Desktops / Tablets / mobiles)
4. You have the new set of features for mobile in Pega 7. In future when moving to mobile, it will be easy to leverage the new mobile features, if you use new Pega 7 UI.
5. Microsoft is going to stop supporting older IE versions, however in near future you would require to rebuild your portal to Pega 7 way.
You can discuss this with your customer and take a call. Meantime other members in the community can help you with your issue. If i have also found any solution to your issue, I will keep you posted.
Thanks,
Gowrishankar.
ING
BE
Hi Gowrishankar,
Thanks for your feedback on this. I will discuss this internally and take an action accordingly.
Yes, please do let me know in the meantime if you find any solution on my issue as described above.
Thanks a lot,
Ozkan
American Express Services Europe Ltd
GB
Hello Ozkan,
We have recently upgraded from 6.3 SP1 to 7.3. I could see that we are also having the similar issue after upgrade with all these ootb 6.3 version sections and flowactions.
These are not rendering properly in 7.3 dashboard.
May i know how did you resolve these issues? Did you re-build this functionality compatible with Pega 7 or fixed the existing configuration one.
Appreciate your help on this.
Thanks,
Veera
Pegasystems Inc.
IN
Hi,
Thank you for posting your query in the PSC. This looks like an inactive post and hence, we suggest you create a new post for your query. Click on the Write a Post button that’s available on the top right pane of this page. Once created, please reply back here with the URL of the new post.
You may also refer this discussion link as a reference in the new thread.
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THARUN Chandubatla
AI4Process
GB
Hi Vidyaranjan,
Thanks for your reply. we have used the latest pega dashboard and achieved the requirement. I am good on this query.
Thanks,
Veera