A click on 'Add Tasks' button does not list the tasks available to add when I build an application on CS for FS.
Hi All,
Need some urgent help !!!
I have created an application on CS for FS called RAMSBank. The 'built on' application for this newly created application is 'CustomerServiceForFS 07.22', same as the 'built on' application for 'PegaCSFS Sample'.
I then log in as the CSR of this 'RAMSBank' application and make a demo interaction call and select Semraj Inge. The details are displayed. I then click on the 'Add tasks' button at the left panel. The task list is not displayed.
When I do the same for 'PegaCSFS Sample' application, i get the list of tasks. Both the applications have their 'built on' application as 'CustomerServiceForFS 07.22'. Why am I not able to get the task list for my application ?
P.S: Attached are screenshots for better clarity.
Need URGENT help !!!
-Rashmi
Pegasystems Inc.
US
In the Developer portal, can you navigate to Customer Service > Interactions > Intent Tasks and see if there are any intents listed for your application or inherited by your application? Can you compare the data with the working 'PegaCSFS Sample' application data?
Commonwealth Bank Group
IN
Hi Carissa,
The intent tasks for the PegaCSFS Sample Application and RAMSBank application that I have created, both do not contain any tasks. This means the intent tasks are inherited from the CS for FS framework by the Sample Application and is not inherited by RAMSBank.
Could someone tell me why RAMSBank has not inherited the intent tasks ?
P.S - The last 3 screen shots in the attached document show the intent tasks details for both the applications.
Thanks,
Rashmi
Pegasystems Inc.
US
Hi Rashmi,
When user clicks on 'Add Task', the task list is populated through CPMTaskListMenu Flow action.
Since you have working (PegaCSFS Sample Application) and non-working (RAMSBank) both scenarios, can you collect tracer logs for both and do a comparison? You will see the difference between two.
Thanks,
Susan
Commonwealth Bank Group
IN
Hi Susan,
Thanks for your pointers. I had in fact tried this earlier. Please find my finding below:
1) I logged in as CSFSSysAdmin@RAMSBank (For RAMSBank application) and launched the interaction portal and tried to trace the 'Add Tasks' button click. Please find the attached tracer screen shot is attached below.
2) I then logged in as CSFSSysadmin (for the sample application), and tried to trace the same. The 'Add Tasks' button works only when we don't trace. Once the tracer is on, the click does not give the list. Please find the screen shot of the tracer attached. You can see that the tracer shows nothing. (P.S - I have checked all the check boxes in the settings of the tracer, so rules would not be missed that way).
3) Then I tried logging in with 'CPMFSUser' (for the sample application) and traced the same action using remote tracer. The 'Add Tasks' button click resulted in the list of tasks, but to my surprise, there is no mention of the CPMTaskListMenu Flow action. The List of tasks are seen anyhow.
Any guidance is greatly appreciated !!!
-Rashmi
Pegasystems Inc.
US
Hi Rashmi,
I am not sure why tracer did not work for your use case when you logged in as CSFSSysdmin.
On my CSFS v7.22 system, I could collect the tracer log when I tried to 'Add task'. See snapshot attached.
In my use case, I launched "New -> Demo Interactions -> Retail -> Demo Card - Parker" and added "Update Contact Addresses" task. The tracer was running successful.
You don't need to checked all the check boxes in the settings of the tracer. It will make system slow. Just check few of them, eg. DB Query, Flow, Stream Rules. With only few, you can run use case and see if tracer can be run.
Thanks,
Susan