Filters getting removed on refreshing the section
I have a requirement where I have checkboxes for each row in a grid. When we select a checkbox, it checks another column values and if the values are repeating, it checks the checkbox for those rows also and adds the operator name in another column who checked it.
To implement this, I have to do a refresh section on checkbox. However, whenever we apply any filters, the functionality is working fine but the filters get removed. How can I retain the filters ? I need to check the checkboxes in other rows automatically while retaining the filters.
***Edited by Moderator Marije to add Product Version***
***Edited by Moderator Marije to add US-202287 "Support grid refresh when condition at layout level"***
Accepted Solution
Updated: 21 Jun 2023 7:44 EDT
Pegasystems Inc.
GB
@KirtiG48 have checked with the SME and below is the response regarding this functionality:
"
We can use the table personalization feature to retain the table sorting and filtering., but implicit save only preserve the sort order not the filtering .
Here implicit save will solve your use case without any custom code , but still filtering state cannot be stored.
With explicit save you will need to create the view and click on save view always to retain the grid state (sorting / filtering both).
"
Updated: 27 Jul 2022 5:39 EDT
Pegasystems Inc.
GB
@KirtiG48 please have a look at this post.
Enhancement request FDBK-12006 and FDBK-17427 have not been implemented into the product for the following reason - Refresh section resets the grid state by design and there are no plans to change that.
Refresh section is designated as the way to reset the state of the grid. That is, refresh section will clear the filter /sort orders by design. Pega chose not allow retaining the filter / sort state on refresh section as well.
Passing "pyGridFilterCriteriaPage" parameter (with the filter page) to the ReloadSection request is actually retaining the filtering criteria for the work list grid in User portal.
Restating the problem in a different way, what we are looking for is a declarative mechanism of grid refresh which retains its sort/filter state. That is, add support for ‘Refresh when’ option for Grid (similar to other layouts) with a further configure to determine whether or not Grid retains state.
Users can configure a refresh when based on changes to underlying model changes - Example here: Condition D_pyWorklist.pxCreateDateTime changes, refreshes the Worklist grid sourced from this page.
@KirtiG48 please have a look at this post.
Enhancement request FDBK-12006 and FDBK-17427 have not been implemented into the product for the following reason - Refresh section resets the grid state by design and there are no plans to change that.
Refresh section is designated as the way to reset the state of the grid. That is, refresh section will clear the filter /sort orders by design. Pega chose not allow retaining the filter / sort state on refresh section as well.
Passing "pyGridFilterCriteriaPage" parameter (with the filter page) to the ReloadSection request is actually retaining the filtering criteria for the work list grid in User portal.
Restating the problem in a different way, what we are looking for is a declarative mechanism of grid refresh which retains its sort/filter state. That is, add support for ‘Refresh when’ option for Grid (similar to other layouts) with a further configure to determine whether or not Grid retains state.
Users can configure a refresh when based on changes to underlying model changes - Example here: Condition D_pyWorklist.pxCreateDateTime changes, refreshes the Worklist grid sourced from this page.
The developers considered the use cases involved with section refresh, – since the tab’s “refresh on activate” is essentially a section refresh (and section refresh will reset state), it needs to change to stop using the tab refresh configuration and use the proposed grid layout refresh (possibly based on the change triggers on document element model – Declare_pyDisplay page). If there are multiple layouts that need to refresh, it has to be applied to all the layouts.
Some explanation is given in our Pega Services Troubleshooting ---> Troubleshooting active Overlay section with Refresh-Other Section specified article.
There is also a related Support Document Troubleshooting nested grid issues.
Perhaps forum users here can help you design it to your specification.
.
Wipro
IN
@MarijeSchillern Passing "pyGridFilterCriteriaPage" parameter (with the filter page) to the ReloadSection request is actually retaining the filtering criteria for the work list grid in User portal. by this do you mean passing the filter page to ReloadSection activity? I have tried that but its not working
Pegasystems Inc.
US
What version (release) of the Pega Platform are you using and seeing the problem on?
Does any information in this Pega Platform 8.7 article help you? https://docs-previous.pega.com/user-experience/87/available-ui-actions
Wipro
IN
@MaryCarbonara I am using Pega 8.5.5 and no the link that you provided doesn't help as the action that I need to use is refresh section which removes the filters.
Pegasystems Inc.
US
@KirtiG48 Thanks for answering my questions!
@MarijeSchillern Thanks for adding the Product Version tag to this post.
Accepted Solution
Updated: 21 Jun 2023 7:44 EDT
Pegasystems Inc.
GB
@KirtiG48 have checked with the SME and below is the response regarding this functionality:
"
We can use the table personalization feature to retain the table sorting and filtering., but implicit save only preserve the sort order not the filtering .
Here implicit save will solve your use case without any custom code , but still filtering state cannot be stored.
With explicit save you will need to create the view and click on save view always to retain the grid state (sorting / filtering both).
"