Question
Last activity: 14 Jul 2017 9:16 EDT
How to open multiple cases at a time in Case Manager Portal
Hello Everybody ,
Currently we are able to open a single case at a time from work list view ,but not multiple cases at a time in case manager portal.
we are customizing the OOTB case manager portal , and user is looking for open a multiple cases from work list view.
1) Pega OOTB is providing default work list view, in which user can open a single case at a time.
2) To open a multiple cases ,pyCMMyWorklist has been customized by adding the tabbed layout .
3) Work List view.
4) opened a case from WL section ,and it has overridden the existing view rather than open it in a new tab.
Hello Everybody ,
Currently we are able to open a single case at a time from work list view ,but not multiple cases at a time in case manager portal.
we are customizing the OOTB case manager portal , and user is looking for open a multiple cases from work list view.
1) Pega OOTB is providing default work list view, in which user can open a single case at a time.
2) To open a multiple cases ,pyCMMyWorklist has been customized by adding the tabbed layout .
3) Work List view.
4) opened a case from WL section ,and it has overridden the existing view rather than open it in a new tab.
Please suggest me how to achieve this.
Pegasystems Inc.
IN
...also, could you please try the following steps and share your observations, Thank you!
- Override section rule 'pyPortalContent' instead of pyCMMyWorklist
- Delete all the existing layouts
- Drag & drop Tab layout
- Add Dynamic container next to tab1.
Thanks Phani, Now we are able to open multiple cases after pyPortalContent section rule was modified as suggested above,
Concern over here is ,All left panel sections(MyCases,Calender,reports) are opening in a tab, but we are expecting the dynamic tab feature only for My Worklist view .
Please suggest me how to make it only for worklist section rather than other sections opening in tab.
Pegasystems Inc.
IN
>>> how to make it only for worklist section
- assuming it is for case worker portal or any for instance...
- we need to customize portal rules using roles and privileges ...
learning from U|X team...
note: the recommendation is NOT to have tabbed work object view as the pattern doesn't make user friendly on mobile applications.
Thank you!
psahukaru
Can you please elaborate more on below point as you mentioned?.
>>> how to make it only for worklist section
- assuming it is for case worker portal or any for instance...
- we need to customize portal rules using roles and privileges ...
Pegasystems Inc.
IN
...as the tabbed view of work object has to be implemented for only WORK LIST gadget of a case worker portal
- we might need to customize portals based on WHEN conditions referring to roles...
- [PegaRULES:User4, @(Pega-RULES:Default).HaveRole(tools, "PegaRULES:User4")]
As per my use case ,I don't think so, we can get the tabbed view for worklist only by defining the access roles.
here user can access other tabs like DashBoard,Reports along with worklist tab in case worker portal.
But tabbed view has to be done only for work list tab but not other tabs.
It would be great if we make tabbed view only for work list view.
T?rkiye Finans Katilim Bankasi
US
Hi All,
We are opening cases in multiple tabs. Now we have performance problem when open new case. Opening new case taking nearly 20 second.
doUIAction activity taking so much time. If I open the same type case consecutively, it is opening fastly.
Did you encounter the same problem before
This comment has been branched out as a new node and the new thread can be followed here
Pegasystems Inc.
IN
Hi Ahmet,
You have replied to an older thread which lacks activity. To gather better visibility for your question, I have branched it to create a new question. You may continue your conversation on this thread: https://collaborate.pega.com/question/performance-problem-when-open-new-casedouiaction-activity-taking-time
Hope the information is helpful.
Thanks!
Virtusa IT Consulting
AE
doUIAction is very generic activity used for probably every browser interaction. You can check the alert logs specifically to find the alert coming after Pega0001 which should have crossed the threshold and actual process time should be nearly 20 secs.