Section pyDashboardDetails is not rendered when an operator logs in to the portal
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 actionbut that even did not work.
Could you please help/advise?
Thanks a lot in advance.
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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.
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.
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 pyDashboardDetailssection 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 pyDashboardDetailssection gets rendered.
All the harnesses, sections, flow actions etc. we use are migrated from Pega 6.3 SP1.
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.
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.
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