CustomerTimeline customisations?
We are researching on the customisation of Customer timeline component* and there are some business needs to display some non-work object items in the timeline (some Data instances like hospitalisations or other dataswe have for the member). I can see that the content dispayed is constructed via D_FetchContactInteractions and we can customise the FetchInteractionsForContact to collect those, but the question is would it be advisable to do such customisation? what are the possible pitfalls/attention points if we take this route Are there other solution(s) Your help is much appreciated!
***Edited by Moderator Marissa to update Platform Capability tags****
Accepted Solution
Updated: 1 Jul 2020 16:21 EDT
Sopra Steria Group
FR
Thanks for your feedback!
I could find some further useful articles in the community
Specialization for any other additional data points (for data handled by pega) can be added by adding new events in the Event Catalog. In this way, those events will be handled and retrieved in a performant manner by the OOTB D_pxEvents.
Alternativelly, the extension point activity FetchInteractionsForContactExt can be used to enhance with additional data points. That approach to be used with caution as this may introduce technical debt for future upgrades, also this extension point is used sometimes by pega vertical frameworks.
Pegasystems Inc.
US
Hello,
I don't have direct experience with doing what you are talking about, but conceptually, it should work. If you can load the data that you want and it displays correctly, it should be fine. I'm not aware of anything else that runs off of D_FetchContactInteractions, but presumably anything that does will now use your data as well, so if there is any word of warning it would be around making sure nothing unexpected/unwanted is making use of that page.
Thanks, Mike
Morgan Stanley
US
Hi GeorgesH , You can create your own Data Page which consist of non-work details and map to the Timeline widget. You no need to customize the existing the data page mapped to the timeline widget.
Refer OOTB section rule pxUIGalleryTimeline to understand how timeline widget works.
Accepted Solution
Updated: 1 Jul 2020 16:21 EDT
Sopra Steria Group
FR
Thanks for your feedback!
I could find some further useful articles in the community
Specialization for any other additional data points (for data handled by pega) can be added by adding new events in the Event Catalog. In this way, those events will be handled and retrieved in a performant manner by the OOTB D_pxEvents.
Alternativelly, the extension point activity FetchInteractionsForContactExt can be used to enhance with additional data points. That approach to be used with caution as this may introduce technical debt for future upgrades, also this extension point is used sometimes by pega vertical frameworks.