Table of Contents

Rules that have been updated in Pega Customer Service

The performance of Pega Customer Service 8.1 is improved with the introduction of the new User Interface (UI) architecture. To make use of the changes that come along with the new architecture, Pega Customer Service has updated over 300 rules to mark them as final, deprecated, and withdrawn. Before upgrading your application, it is recommended that you run the Pre-Upgrade utility, which compares the existing rules in your application with the list of finalized rules and identifies if there are any overridden rules in your application. You can fix the identified overridden rules if applicable in your application to help make your upgrade successful.

The following table lists the rules that are finalized or locked in the Pega Customer Service application.

pyClass pyRuleName pyClassName Available Changes made Changes to be made if overridden
Rule-Obj-Activity AppendLogEntry ChannelServices-Device-Chat Yes    
Rule-Obj-Activity CAGenerateReviewTasks PegaCA-Work-Interaction Yes The references of the old data pages have been replaced with D_CSRecents. Update the references of older data pages to D_CSRecents.
Rule-Obj-Activity CAGetSvcCaseAssignmentsByInteraction PegaCA-Work Yes    
Rule-Obj-Activity CPMEvaluateIntentTask Rule-PegaCA-Intent-Task Yes The references of the old data pages have been replaced with D_CSRecents. Also, a new step has been added to set the flag whether the auto-launch evaluation has been done. Update the references of the older data pages to D_CSRecents and add the newly added step.
Rule-Obj-Activity CPMGetSuggestedIntents Embed-PegaCA-IntentCategory Yes The references of the old data pages have been replaced with D_CSRecents. Update the references of the older data pages to D_CSRecents.
Rule-Obj-Activity CPMLoadInteractionIntents Code-Pega-List Yes The references of the old data pages have been replaced with D_CSRecents. Update the references of the older data pages to D_CSRecents.
Rule-Obj-Activity CPMNewDefaults PegaCA-Work-Interaction Final    
Rule-Obj-Activity CPMNewDefaults Work- Final    
Rule-Obj-Activity CPMNewDefaultsInternal PegaCA-Work Final The steps that help to update the older data pages have been removed and are replaced by two steps, which call the new utility to populate D_CSRecents. These new steps are enclosed within appropriate comments for clarity. Also, marked as Final. Remove references to the older data pages. Replace the references of D_CPMPortalContext.pyID with Primary.CurrentInteractionID and add steps to call the master utility.
Rule-Obj-Activity CPMOnChangeGetBusinessUnitData PegaCA-Work Yes    
Rule-Obj-Activity CPMOnChangeGetContactData PegaCA-Work Yes    
Rule-Obj-Activity CPMOpenDefaults PegaCA-Work-Interaction Final The steps that help to update the older data pages have been removed and are replaced by two steps which call the new utility to populate D_CSRecents. These new steps are enclosed within appropriate comments for clarity. Also, marked as Final. Remove references to the older data pages. Replace the references of D_CPMPortalContext.pyID with Primary.CurrentInteractionID and add steps to call the master utility.
Rule-Obj-Activity CPMOpenDefaults Work- Final This has been marked as Final and converted the existing Java step to "Call" Not applicable.
Rule-Obj-Activity CPMOpenDefaultsInternal PegaCA-Work Final The steps that help to update the older data pages have been removed and are replaced by two steps which call the new utility to populate D_CSRecents. These new steps are enclosed within appropriate comments for clarity. Also, marked as Final. Remove references to the older data pages. Replace the references of D_CPMPortalContext.pyID with Primary.CurrentInteractionID and add steps to call the master utility.
Rule-Obj-Activity CPMPerformDefaults PegaCA-Work-Interaction Final The steps that help to update the older data page have been removed. The references to D_CPMPortalContext are replaced with Primary. CurrentInteractionID and to populate the completed intents, a new step to call "CSPopulateInteractionIntents" has been added. Also, marked as Final. Update the references of the older data pages to D_CSRecents.
Rule-Obj-Activity CPMPerformDefaults Work- Final This has been marked as Final and converted the existing Java step to "Call". Not applicable.
Rule-Obj-Activity CPMPerformDefaultsInternal PegaCA-Work Final The steps that help to update the older data pages have been removed and are replaced by two steps that call the new utility to populate D_CSRecents. These new steps are enclosed within appropriate comments for clarity. The Java steps have also been converted to "Call" activity. Also, marked as Final. Remove references to the older data pages. Replace the references of D_CPMPortalContext.pyID with Primary.CurrentInteractionID and add steps to call the master utility.
Rule-Obj-Activity CPMPreClose Work- Final This has been marked as Final and converted the existing Java step to "Call". Not applicable.
Rule-Obj-Activity CPMPreCloseInternal PegaCA-Work Final The steps that help to update the older data pages have been removed and are replaced by two steps which call the new utility to populate D_CSRecents. These new steps are enclosed within appropriate comments for clarity. Also, marked as Final. Remove references to the older data pages. Replace the references of D_CPMPortalContext.pyID with Primary.CurrentInteractionID and add steps to call the master utility.
Rule-Obj-Activity CPMSetChildInteractionDefaults PegaCA-Work-Interaction-Sub Yes    
Rule-Obj-Activity CPMStartRecentContextSwitch System-User-Recents Withdrawn    
Rule-Obj-Activity CSClearRecents @baseclass Withdrawn Withdrawn to support the CS recents design.  
Rule-Obj-Activity CSCurrentOffer Int-PegaCDH-Container Yes    
Rule-Obj-Activity CSLoadInteractionHistory @baseclass Yes    
Rule-Obj-Activity CSOpenDefaultExt Work- Yes Extension for performing any implementation specific task while opening a case. Not applicable.
Rule-Obj-Activity CSPerformDefaultsExt Work- Yes Extension for performing any implementation specific task while creating a case.  
Rule-Obj-Activity CSPopulateInteractionIntents PegaCA-Work-Interaction Final This is a new activity written to populate completed intents to pyWorkPage when interaction is opened. Not applicable.
Rule-Obj-Activity CSQueueTasks PegaCA-Work-Interaction Final The references of the old data pages have been replaced with D_CSRecents. Also, the logic to remove duplicates and class context of queued tasks has been updated to suit the new recents design. Remove references to the older data pages. Replace the references of D_CPMPortalContext.pyID with Primary.CurrentInteractionID.
Rule-Obj-Activity CSRecentContextSwitch System-User-Recents Final This is a new activity written to update the status of driver recents. Not applicable.
Rule-Obj-Activity CSSendFeedbackToNLP Work- Yes    
Rule-Obj-Activity GetEmailSuggestedIntents PegaCA-Work-Interaction-InCorr Yes Updated to populate D_CSRecents and removed references to older data pages. Update the references of older data pages to D_CSRecents.
Rule-Obj-Activity LoadWrapupTimeline PegaCA-Work-Interaction Final Updated to populate D_CSRecents and removed references to older data pages. Update the references of the older data pages to D_CSRecents.
Rule-Obj-Activity OpenDefaults PegaCA-Work Yes    
Rule-Obj-Activity PerformDefaults PegaCA-Work Yes Extension given. Not applicable.
Rule-Obj-Activity PerformDefaults PegaCA-Work-Interaction Final Marked as Final and added extension CSPerformDefaultsExt for implementation of specific functionality to be added. Not applicable.
Rule-Obj-Activity PerformDefaults PegaCA-Work-Interaction-Social Yes Extension given.  
Rule-Obj-Activity PreClose PegaCA-Work Yes Marked as Final and added extension CPMPreCloseExtension for implementation-specific functionality to be added. Not applicable.
Rule-Obj-Activity PreClose PegaCA-Work-Interaction Final Marked as Final and added extension CPMPreCloseExtension for implementation-specific functionality to be added. Not applicable.
Rule-Obj-Activity pyInitAssociateRequestor Data-Portal Yes    
Rule-File-Binary webwb pegaca_work_interaction_callcpminteraction20180524t070349_088_gmt jpg   Yes    
Rule-File-Binary webwb pegaca_work_interaction_callcpminteraction20180706t074437_965_gmt jpg   Yes    
Rule-File-Binary webwb pegaca_work_interaction_chatcpminteraction20180523t120124_205_gmt jpg   Yes    
Rule-File-Binary webwb pegaca_work_interaction_chatcpminteraction20180706t093817_690_gmt jpg   Yes    
Rule-File-Binary webwb pegaca_work_interaction_incorrcpminteraction20180706t094011_491_gmt jpg   Yes    
Rule-File-Binary webwb pegaca_work_interaction_incorrcpminteraction20180711t204143_399_gmt jpg   Yes    
Rule-File-Binary webwb pegaca_work_interaction_incorrcpminteraction20180725t195239_083_gmt jpg   Yes    
Rule-File-Binary webwb pegaca_work_interaction_mobilecpminteraction20180709t082929_749_gmt jpg   Yes    
Rule-File-Binary webwb pegaca_work_interaction_outbound_callcpminteraction20180706t095323_013_gmt jpg   Yes    
Rule-File-Binary webwb pegaca_work_outboundcpminteraction20180716t125101_269_gmt jpg   Yes    
Rule-Declare-Pages D_CSRecents Rule-PegaCA-Intent-Task Yes New data page to hold all cases opened in an interaction context.  
Rule-Obj-Model CPMAddCompletedIntents PegaCA-Work-Interaction Yes Updated to populate D_CSRecents and removed references to older data pages. Update the references of the older data pages to D_CSRecents.
Rule-Obj-Model CPMCleanInteractionPages @baseclass Final Updated to populate D_CSRecents and removed references to older data pages. Update the references of older data pages to D_CSRecents.
Rule-Obj-Model CPMClearSCRecentSelection PegaCA-Work-Interaction Yes Updated to populate D_CSRecents and removed references to older data pages. Update the references of older data pages to D_CSRecents.
Rule-Obj-Model CPMLoadOpenServiceCases Code-Pega-List Yes    
Rule-Obj-Model CPMRemoveSCPortalRecent @baseclass Withdrawn    
Rule-Obj-Model CPMSetDefaults Work- Final Updated to set CurrentInteractionID on pyWorkPage when launching a case. Backport the same changes done by Pega Customer Service.
Rule-Obj-Model CSAddIntentToDriverRecents @baseclass Final    
Rule-Obj-Model CSAddIntentToDriverRecentsExt @baseclass Yes    
Rule-Obj-Model CSAddToCover PegaCA-Work-DisputeTransaction Yes Updated to set CurrentInteractionID on pyWorkPage when launching a case. Backport the same changes done by Pega Customer Service.
Rule-Obj-Model CSDeleteFromDriverRecents @baseclass Final    
Rule-Obj-Model CSDeleteFromDriverRecentsExt @baseclass Yes    
Rule-Obj-Model CSDeleteNonInteractionContextRecents @baseclass Yes    
Rule-Obj-Model CSLookUpIntentTaskFromCache @baseclass Final    
Rule-Obj-Model CSLookUpIntentTaskFromCacheExt @baseclass Yes    
Rule-Obj-Model CSLookUpIntentTaskFromDriver @baseclass Final    
Rule-Obj-Model CSLookUpIntentTaskFromRecents @baseclass Final    
Rule-Obj-Model CSReloadLinkID PegaCA-Work Withdrawn Updated to populate D_CSRecents and removed references to older data pages. Update the references of the older data pages to D_CSRecents.
Rule-Obj-Model CSReloadLinkID Work- Yes Updated to populate D_CSRecents and removed references to older data pages. Update the references of the older data pages to D_CSRecents.
Rule-Obj-Model CSSearchIntents @baseclass Yes    
Rule-Obj-Model CSSetCaseProrityStyler Work- Yes    
Rule-Obj-Model CSSetCaseProrityStylerExt Work- Yes    
Rule-Obj-Model CSSetCaseStatusStyler Work- Yes    
Rule-Obj-Model CSSetCaseStatusStylerExt Work- Yes    
Rule-Obj-Model CSUpdateDriverCaseRecents @baseclass Final    
Rule-Obj-Model CSUpdateDriverCaseRecentsExt @baseclass Yes    
Rule-Obj-Model CSUpdateDriverRecentsStatus System-User-Recents Final    
Rule-Obj-Model SearchDefault PegaCA-Work-PortalSearch Yes    
Rule-Obj-Model SendFeedbackToNLP Work- Yes    
Rule-Obj-Model SetCaseProrityStyler Code-Pega-List Withdrawn    
Rule-Obj-Model SetCaseStatusStyler Code-Pega-List Withdrawn    
Rule-Obj-Model SetContactIDForProspects PegaCA-Work-Interaction-Research Yes    
Rule-Obj-Model SetInteractionDetails PegaCA-Work Yes    
Rule-Obj-Model SetInteractionDetails PegaCA-Work-Interaction Yes    
Rule-Obj-Model SetInteractionDetails PegaCA-Work-Interaction-Call Yes    
Rule-Obj-Model SetInteractionDetails PegaCA-Work-Interaction-Chat Yes    
Rule-Obj-Model SetInteractionDetails PegaCA-Work-Interaction-InCorr Yes    
Rule-Obj-Model SetInteractionDetails PegaCA-Work-Interaction-Mobile Yes    
Rule-Obj-Model SetInteractionDetails PegaCA-Work-Interaction-Outbound-Call Yes    
Rule-Obj-Model SetInteractionDetails PegaCA-Work-Interaction-Research Yes    
Rule-Obj-Model SetInteractionDetails PegaCA-Work-Interaction-Social Yes    
Rule-Obj-Model SetInteractionDetails PegaCA-Work-Interaction-Sub Yes    
Rule-Obj-Model SetInteractionDetails PegaCA-Work-Outbound Yes    
Rule-Obj-Model SetInteractionDetails Work- Yes    
Rule-Obj-Model SetInteractionDetailsExtn PegaCA-Work Yes    
Rule-Obj-Model SetInteractionDetailsExtn PegaCA-Work-Interaction Yes    
Rule-Obj-Model SetInteractionDetailsExtn PegaCA-Work-Interaction-Call Yes    
Rule-Obj-Model SetInteractionDetailsExtn PegaCA-Work-Interaction-Chat Yes    
Rule-Obj-Model SetInteractionDetailsExtn PegaCA-Work-Interaction-InCorr Yes    
Rule-Obj-Model SetInteractionDetailsExtn PegaCA-Work-Interaction-Mobile Yes    
Rule-Obj-Model SetInteractionDetailsExtn PegaCA-Work-Interaction-Outbound-Call Yes    
Rule-Obj-Model SetInteractionDetailsExtn PegaCA-Work-Interaction-Research Yes    
Rule-Obj-Model SetInteractionDetailsExtn PegaCA-Work-Interaction-Social Yes    
Rule-Obj-Model SetInteractionDetailsExtn PegaCA-Work-Interaction-Sub Yes    
Rule-Obj-Model SetInteractionDetailsExtn PegaCA-Work-Outbound Yes    
Rule-Obj-Model SetInteractionDetailsExtn Work- Yes    
Rule-Obj-Model SetNPSScoreStyler @baseclass Yes    
Rule-Obj-Model SetNPSScoreStyler PegaCA-Work-Interaction Yes    
Rule-Obj-Model SetWrapUpTimelineCaseStatusStyler Work- Yes    
Rule-Obj-Model TriggerHeaderRefresh Work- Yes    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Interaction Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Interaction-Call Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Interaction-Chat Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Interaction-InCorr Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Interaction-Mobile Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Interaction-Outbound-Call Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Interaction-Research Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Interaction-Research-Account Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Interaction-Research-BusinessUnit Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Interaction-Research-Contact Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Interaction-Social Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Interaction-Sub Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-Outbound Withdrawn    
Rule-Obj-Model pyAddRecentListItem PegaCA-Work-PortalSearch Withdrawn    
Rule-Declare-OnChange CPMPortalRecentContext_Changes System-User-Recents Withdrawn    
Rule-Obj-FieldValue pyActionPrompt Close this tab @baseclass Yes    
Rule-Obj-Flow CPMInteraction PegaCA-Work-Interaction-Call Yes    
Rule-Obj-Flow CPMInteraction PegaCA-Work-Interaction-Chat Yes    
Rule-Obj-Flow CPMInteraction PegaCA-Work-Interaction-InCorr Yes    
Rule-Obj-Flow CPMInteraction PegaCA-Work-Interaction-Mobile Yes    
Rule-Obj-Flow CPMInteraction PegaCA-Work-Interaction-Outbound-Call Yes    
Rule-Obj-Flow CPMInteraction PegaCA-Work-Outbound Yes    
Rule-Obj-FlowAction AppUpdateContactName PegaCA-Work-UpdateContactName Yes    
Rule-HTML-Harness Confirm PegaCA-Work Yes    
Rule-HTML-Harness Perform PegaCA-Work Yes    
Rule-HTML-Harness Perform PegaCA-Work Yes    
Rule-HTML-Harness Perform PegaCA-Work-Interaction Yes    
Rule-HTML-Harness Perform PegaCA-Work-Interaction-Call Yes    
Rule-HTML-Harness Perform PegaCA-Work-Interaction-Chat Yes    
Rule-HTML-Harness Perform PegaCA-Work-Interaction-InCorr Yes    
Rule-HTML-Harness Perform PegaCA-Work-Interaction-Outbound-Call Yes    
Rule-HTML-Harness Perform PegaCA-Work-Interaction-Social Yes    
Rule-HTML-Harness Review PegaCA-Work Yes    
Rule-HTML-Harness Review PegaCA-Work-Interaction Yes    
Rule-HTML-Harness SearchNew PegaCA-Work Yes    
Rule-Obj-Property AjaxContainerID @baseclass Yes    
Rule-Obj-Property AuthorName @baseclass Yes    
Rule-Obj-Property CSCurrentCaseClass Work- Yes    
Rule-Obj-Property CSCurrentCaseFA Work- Yes    
Rule-Obj-Property CSIntentFound Work- Yes    
Rule-Obj-Property CSTabTitle @baseclass Yes    
Rule-Obj-Property CasePriorityStyler Work- Yes    
Rule-Obj-Property CaseStatusStyler Work- Yes    
Rule-Obj-Property CompletedIntents PegaCA-Work Yes    
Rule-Obj-Property ContextRefreshDateTime Work- Yes    
Rule-Obj-Property DashboardRefreshDateTime @baseclass Yes    
Rule-Obj-Property HelpSearchString Work- Yes    
Rule-Obj-Property IntentEvaluated PegaCA-Work-Interaction Yes    
Rule-Obj-Property IntentOrder @baseclass Yes    
Rule-Obj-Property IntentTypeActual Rule-PegaCA-Intent- Yes    
Rule-Obj-Property InteractionTabIcon @baseclass Yes    
Rule-Obj-Property IsInReview @baseclass Yes    
Rule-Obj-Property IsTaskOrderSet @baseclass Yes    
Rule-Obj-Property NpsScoreStyler PegaCA-Work Yes    
Rule-Obj-Property ParentID @baseclass Yes    
Rule-Obj-Property Servicecasestatusstyle @baseclass Yes    
Rule-Obj-Property ShouldCreateAssociateRequestor @baseclass Yes    
Rule-Obj-Property SocialMediaSource @baseclass Yes    
Rule-Obj-Property ToolTipText @baseclass Yes    
Rule-Obj-Property WrapUpCaseStatusStyler Work- Yes    
Rule-Obj-Property WrapUpStatus Work- Yes    
Rule-HTML-Section AccountInfo PegaCA-Work Yes    
Rule-HTML-Section AjaxContainerWelcomeScreen PegaCA-Work-Interaction Yes    
Rule-HTML-Section AutoClose Work- Yes Updated script to support latest DC. Similar script changes need to be done.
Rule-HTML-Section CPMAutoLauchServiceProcess PegaCA-Work Yes Updated to refer to D_CSRecents and removed references to older data pages. Update the references of the older data pages to D_CSRecents.
Rule-HTML-Section CPMBusyIndicator CPM-Portal Final    
Rule-HTML-Section CPMConfirmDriverWrapper Work- Yes    
Rule-HTML-Section CPMConfirmIncludes Work- Yes    
Rule-HTML-Section CPMDashboard CPM-Portal Yes    
Rule-HTML-Section CPMDisplayCompletedTask Rule-PegaCA-Intent- Yes    
Rule-HTML-Section CPMDisplaySalesActivity PegaCRM-Work-Task-CustAct Yes    
Rule-HTML-Section CPMDisplaySalesActivity Work- Yes    
Rule-HTML-Section CPMDisplaySuggestedTask Rule-PegaCA-Intent-Task Yes Updated action sets to suit the Ajax container infra. Similar changes need to be done, for example, update the action to do "open work".
Rule-HTML-Section CPMDisplayTaskInMenu Rule-PegaCA-Intent-Task Yes    
Rule-HTML-Section CPMInteractionDriver PegaCA-Work-Interaction Yes Updated the refresh conditions by removing the references to older data pages. Also action sets for "Wrapup" have been updated. Similar changes need to be done. replace D_CPMPortalContext.pyiD with .pyID and D_CPMPortalContext.ThreadName with pxThread.pxThreadName.
Rule-HTML-Section CPMInteractionDriver PegaCA-Work-Interaction-Outbound-Call Yes Updated the refresh conditions by removing the references to older data pages. Also action sets for "Wrapup" have been updated. Similar changes need to be done, replace D_CPMPortalContext.pyiD with .pyID and D_CPMPortalContext.ThreadName with pxThread.pxThreadName.
Rule-HTML-Section CPMInteractionDriver PegaCA-Work-Interaction-Research Yes Updated the refresh conditions by removing the references to older data pages. Also, action sets for "Wrapup" have been updated. Similar changes need to be done, replace D_CPMPortalContext.pyiD with .pyID and D_CPMPortalContext.ThreadName with pxThread.pxThreadName.
Rule-HTML-Section CPMInteractionDriverIncludes PegaCA-Work-Interaction Final Updated the references to D_CPMPortalContext to use CurrentInteractionID. Similar changes need to be done, replace D_CPMPortalContext.pyiD with .CurrentInteractionID/.pyID.
Rule-HTML-Section CPMInteractionDriverIncludesWrapper Work- Yes Updated the references to D_CPMPortalContext to use CurrentInteractionID and updated refresh conditions. Similar changes need to be done, replace D_CPMPortalContext.pyiD with .CurrentInteractionID/.pyID.
Rule-HTML-Section CPMInteractionDriverWrapper PegaCA-Work-Interaction Yes Updated the visibility conditons by removing references to D_CPMPortalContext. Similar changes need to be done, replace D_CPMPortalContext.pyiD with .CurrentInteractionID/.pyID.
Rule-HTML-Section CPMInteractionHeaderWrapper PegaCA-Work Yes    
Rule-HTML-Section CPMInteractionHeaderWrapper Work- Yes    
Rule-HTML-Section CPMInteractionIntents PegaCA-Work Yes Updated the source from D_CSRecents and references to the old data pages have been removed. Similar changes need to be done, replace D_CPMPortalContext.pyiD with .CurrentInteractionID/.pyID and source of grids should be updated to D_CSRecents.
Rule-HTML-Section CPMInteractionPortalHeader CPM-Portal Yes    
Rule-HTML-Section CPMInteractionPortalWorkArea CPM-Portal Yes    
Rule-HTML-Section CPMInteractionPortalWorkAreaWrapper CPM-Portal Yes    
Rule-HTML-Section CPMInteractionTasks PegaCA-Work-Interaction Yes Removed the busy indicator and old sections to display recents in the driver. These sections are replaced with a single section, CSInteractionCaseRecents. The older sections need to be replaced with "CSInteractionCaseRecents".
Rule-HTML-Section CPMInteractionTasks PegaCA-Work-Interaction-Research Yes Removed the busy indicator and old sections to display recents in the driver. These sections are replaced with a single section, CSInteractionCaseRecents. The older sections need to be replaced with "CSInteractionCaseRecents".
Rule-HTML-Section CPMInteractionTasksWrapper PegaCA-Work-Interaction Yes Updated the refresh conditions by removing the references to older data pages. Also, action sets for "Wrapup" have been updated. Similar changes need to be done where D_CPMPortalContext.pyiD needs to be replaced with .pyID and D_CPMPortalContext.ThreadName with pxThread.pxThreadName.
Rule-HTML-Section CPMNewIncludes Work- Yes    
Rule-HTML-Section CPMOpenSalesLeadInfoByContact PegaCRM-Work-SFA-Lead Yes    
Rule-HTML-Section CPMOpenSalesLeadInfoByContact Work- Yes    
Rule-HTML-Section CPMOpenSalesLeadInfoByOrg PegaCRM-Work-SFA-Lead Yes    
Rule-HTML-Section CPMOpenSalesLeadInfoByOrg Work- Yes    
Rule-HTML-Section CPMOpenSalesOpportunityByContact PegaCRM-Work-SFA-Opportunity Yes    
Rule-HTML-Section CPMOpenSalesOpportunityByContact Work- Yes    
Rule-HTML-Section CPMOpenServiceCaseItems PegaCA-Work Yes    
Rule-HTML-Section CPMOpenServiceCaseItemsByAccount Work- Yes    
Rule-HTML-Section CPMOpenServiceCaseItemsByBU PegaCA-Work Yes    
Rule-HTML-Section CPMOpenServiceCaseItemsHeader Work- Yes    
Rule-HTML-Section CPMOpenServiceItemInfo Work- Yes    
Rule-HTML-Section CPMOpenServiceItemInfoByBU Work- Yes    
Rule-HTML-Section CPMOpenServiceItemInfoByContact Work- Yes    
Rule-HTML-Section CPMPerformIncludes PegaCA-Work-CobrowsingSession Yes    
Rule-HTML-Section CPMPerformIncludes PegaCA-Work-Interaction Yes    
Rule-HTML-Section CPMPerformIncludes PegaCA-Work-Interaction-Chat Yes    
Rule-HTML-Section CPMPerformIncludes PegaCA-Work-Interaction-InCorr Yes    
Rule-HTML-Section CPMPerformIncludes Work- Yes    
Rule-HTML-Section CPMPerformIncludesTasks PegaCA-Work-Interaction Yes    
Rule-HTML-Section CPMRecentInteractionInfoWithType PegaCA-Work-Interaction Yes    
Rule-HTML-Section CPMRecentInteractionsByAccount PegaCA-Work Yes    
Rule-HTML-Section CPMRecentInteractionsByBU PegaCA-Work Yes    
Rule-HTML-Section CPMRecentInteractionsByContact PegaCA-Work Yes    
Rule-HTML-Section CPMRestoreServiceCases PegaCA-Work-Interaction Final    
Rule-HTML-Section CPMReviewDriverWrapper Work- Yes    
Rule-HTML-Section CPMReviewIncludes PegaCA-Work-Interaction Yes    
Rule-HTML-Section CPMReviewIncludes Work- Yes    
Rule-HTML-Section CPMShowGeneralModeTasks PegaCA-Work-Interaction Yes    
Rule-HTML-Section CPMTakeActionMenu_GridLayoutOuter PegaCA-Work-Interaction Yes CSDisplayCompletedTasks. CSDisplayCompletedTasks.
Rule-HTML-Section CPMTransactions PegaCA-Work Yes    
Rule-HTML-Section CPMUserWorkList CPM-Portal Yes    
Rule-HTML-Section CSDisplayCompletedTasks Rule-PegaCA-Intent-Task Yes CSDisplayInProgressCases. CSDisplayInProgressCases.
Rule-HTML-Section CSDisplayInProgressCases Rule-PegaCA-Intent-Task Yes This replaces the older section "CPMCompletedTasks" to display completed tasks.  
Rule-HTML-Section CSDisplayQueuedTasks Embed-PegaCA-IntentCategory Yes This replaces the older section "CPMCompletedTasks" to display completed tasks.  
Rule-HTML-Section CSDisplayQueuedTasks Rule-PegaCA-Intent-Task Yes This replaces the older section "CPMServiceCaseRecents" to display completed tasks.  
Rule-HTML-Section CSFetchCurrentInteractionID @baseclass Yes    
Rule-HTML-Section CSInteractionCaseRecents PegaCA-Work-Interaction Yes A new section to hold all recents in the driver area of an interaction.  
Rule-HTML-Section CSOffer Int-PegaCDH-Container-Offer Yes Updated the action sets to suit the Ajax container infra by passing required params, such as target to creatework API. Similar changes need to be done.
Rule-HTML-Section CSRightPaneController @baseclass Yes    
Rule-HTML-Section CSSuggestionsWrapper PegaCA-Work-Interaction Yes This holds the suggestions.  
Rule-HTML-Section CSWorkAreaController @baseclass Yes    
Rule-HTML-Section CorrCaseFeedWrapper Work-Channel-Triage Yes    
Rule-HTML-Section CreateWorkUnderInteractionContext PegaCA-Work-Interaction Yes    
Rule-HTML-Section InteractionPortalRightPaneWrapper PegaCA-Work Yes    
Rule-HTML-Section InteractionTasksScroller PegaCA-Work-Interaction Yes    
Rule-HTML-Section SearchHeader PegaCA-Work Yes    
Rule-HTML-Section SocialLogWrapper PegaCA-Work-Interaction-Social Yes    
Rule-HTML-Section SocialResponseActions PegaFW-Data-Social Yes    
Rule-HTML-Section SocialResponseArea PegaFW-Data-Social Yes    
Rule-HTML-Section SocialResponseTextArea PegaFW-Data-Social Yes    
Rule-HTML-Section WrapupTimelineRowItem Work- Yes    
Rule-HTML-Section pyCaseActionArea PegaCA-Work-Interaction Yes    
Rule-HTML-Section pyCustomDCTabSection @baseclass Withdrawn    
Rule-File-Text webwb Cs-style-helper css   Yes    
Rule-File-Text webwb Pega_interaction_commonUtil js   Yes    
Rule-File-Text webwb pega_cpm_IP_EventManager js   Final Modified by removing the busy indicator scripts and also added functions that trigger the Ajax container request handling.  
Rule-Obj-When CPMDialogsEnabled @baseclass Yes    
Rule-Obj-When CPMDriverDialogsEnabled Work- Yes    
Rule-Obj-When CPMInInteractionContext @baseclass Yes Updated to suit the new Ajax container infra by removing the references to the older data pages and D_CPMPortalCOntext.pyID and replacing it with CurrentInteractionID. Remove the references to old data pages and update D_CPMPortalContext.pyID to point to Primary.CurrentInteractionID.
Rule-Obj-When CPMIsHeadLessWrapUp PegaCA-Work-Interaction Yes Updated references to D_CPMPortalContext.pyID to point to .pyID/CurrentInteractionID. Update references to D_CPMPortalContext.pyID to point to .pyID/CurrentInteractionID.
Rule-Obj-When CPMIsWrapUpClicked PegaCA-Work-Interaction Yes Updated references to D_CPMPortalContext.pyID to point to .pyID/CurrentInteractionID. Update references of D_CPMPortalContext.pyID to point to .pyID/CurrentInteractionID.
Rule-Obj-When CPMNotInInteractionContext @baseclass Yes Updated to suit the new Ajax container infra by removing the references to the older data pages and D_CPMPortalCOntext.pyID and replacing it with CurrentInteractionID. Remove the references to the old data pages and update D_CPMPortalContext.pyID to point to Primary.CurrentInteractionID.
Rule-Obj-When CPMServiceCaseUrgencyIsHigh Code-Pega-List Yes    
Rule-Obj-When CPMServiceCaseUrgencyIsLow Code-Pega-List Yes    
Rule-Obj-When CPMServiceCaseUrgencyIsMedium Code-Pega-List Yes    
Rule-Obj-When CSHasIntentSearchResults PegaCA-Work-Interaction Yes Updated references to D_CPMPortalContext.pyID to point to .pyID/CurrentInteractionID. Update references of D_CPMPortalContext.pyID to point to .pyID/CurrentInteractionID.
Rule-Obj-When CompareIntentTaskProperties Rule-PegaCA-Intent-Task Yes    
Rule-Obj-When CompareIntentTaskPropertiesForNew Rule-PegaCA-Intent-Task Yes    
Rule-Obj-When CompareIntentTaskPropertiesForOpen Rule-PegaCA-Intent-Task Yes    
Rule-Obj-When HasAutoLaunchForSP PegaCA-Work-Interaction Yes Updated to suit the new Ajax container infra by removing the references to older data pages and D_CPMPortalCOntext.pyID and replacing it with CurrentInteractionID. Remove the references to the old data pages and update D_CPMPortalContext.pyID to point to Primary.CurrentInteractionID.
Rule-Obj-When HasCompletedTasks PegaCA-Work-Interaction Yes Updated to suit the new Ajax container infra by removing the references to older data pages and D_CPMPortalCOntext.pyID and replacing it with CurrentInteractionID. Remove the references to the old data pages and update D_CPMPortalContext.pyID to point to Primary.CurrentInteractionID.
Rule-Obj-When HasInProgressTasks PegaCA-Work Withdrawn    
Rule-Obj-When HasInProgressTasks Work- Yes Updated to suit the new Ajax container infra by removing the references to older data pages and D_CPMPortalCOntext.pyID and replacing it with CurrentInteractionID. Remove the references to the old data pages and update D_CPMPortalContext.pyID to point to Primary.CurrentInteractionID.
Rule-Obj-When HasQueuedTasks PegaCA-Work-Interaction Yes Updated to suit the new Ajax container infra by removing the references to the older data pages and D_CPMPortalCOntext.pyID and replacing it with CurrentInteractionID. Remove the references to the old data pages and update D_CPMPortalContext.pyID to point to Primary.CurrentInteractionID.
Rule-Obj-When HasServiceCaseRecents PegaCA-Work Withdrawn    
Rule-Obj-When HasServiceCaseRecents PegaCA-Work-Interaction Yes Updated to suit the new Ajax container infra by removing the references to the older data pages and D_CPMPortalCOntext.pyID and replacing it with CurrentInteractionID. Remove the references to the old data pages and update D_CPMPortalContext.pyID to point to Primary.CurrentInteractionID.
Rule-Obj-When HasServiceCaseRecents Work- Yes Updated to suit the new Ajax container infra by removing the references to the older data pages and D_CPMPortalCOntext.pyID and replacing it with CurrentInteractionID. Remove the references to old data pages and update D_CPMPortalContext.pyID to point to Primary.CurrentInteractionID.
Rule-Obj-When HasSuggestedTasks PegaCA-Work-Interaction Yes Updated to suit the new Ajax container infra by removing the references to the older data pages and D_CPMPortalCOntext.pyID and replacing it with CurrentInteractionID. Remove the references to the old data pages and update D_CPMPortalContext.pyID to point to Primary.CurrentInteractionID.
Rule-Obj-When HasSuggestedTasks Work- Yes Updated to suit the new Ajax container infra by removing the references to the older data pages and D_CPMPortalCOntext.pyID and replacing it with CurrentInteractionID. Remove the references to the old data pages and update D_CPMPortalContext.pyID to point to Primary.CurrentInteractionID.
Rule-Obj-When IsExpressHistoryVisible PegaCA-Work Yes Updated to suit the new Ajax container infra by removing the references to the older data pages and D_CPMPortalCOntext.pyID and replacing it with CurrentInteractionID. Remove the references to the old data pages and update D_CPMPortalContext.pyID to point to Primary.CurrentInteractionID.
Rule-Obj-When IsInteractionThreadInInteractionDriverFlow Work- Yes Updated to suit the new Ajax container infra by removing the references to the older data pages and D_CPMPortalCOntext.pyID and replacing it with CurrentInteractionID. Remove the references to old data pages and update D_CPMPortalContext.pyID to point to Primary.CurrentInteractionID.
Rule-Obj-When hasRightPane PegaCA-Work Yes    
Rule-Obj-When pyEnableCustomTabHeaders @baseclass Yes    
Rule-File-Text webwb ChatAgentEventHandler js   Final    
Rule-File-Text webwb ChatConnection js   Final    
Rule-File-Text webwb Pega_chat_agentConnection js   Final    
Rule-File-Text webwb pega_chat_chatEventHandler js   Final    
Rule-File-Text webwb pega_chat_chatEventHandlerXMPP js   Final    
Rule-File-Text webwb • cpmchatsendevents • js   Final    
Rule-File-Text webwb • strophe • js   Final    
Rule-File-Text webwb • ChatEventHandlerForDC • js   Final    
Rule-PortalSkin CSEndUser   Final All customers must point their application to this skin or any skin that inherits from this skin.
Rule-File-Text cs-icons   Final If a customer has any CSS override, it has to be kept inside an application-custom.css rule that will be shipped as an empty file from Pega Customer Service and pre-tagged to the CSEndUser skin.
Rule-File-Text CS-icon-fonts-helper-classes   Final If a customer has any CSS override, it has to be kept inside an application-custom.css rule that will be shipped as an empty file from Pega Customer Service and pre-tagged to the CSEndUser skin.
Rule-File-Text Cs-style-helper   Final If a customer has any CSS override, it has to be kept inside an application-custom.css rule that will be shipped as an empty file from Pega Customer Service and pre-tagged to the CSEndUser skin.
Rule-File-Text CTIEndUser-Delta   Final If a customer has any CSS override, it has to be kept inside an application-custom.css rule that will be shipped as an empty file from Pega Customer Service and pre-tagged to the CSEndUser skin.
Rule-PortalSkin crmSkin   Final All CRM Applications must inherit their skin from crmSkin.   
Rule-File-Text CRM-UI-Container-Helper   Final This is a utility helper CSS file and should remain final. If a customer wants to add more helper classes, they have to be attached to the application-custom.css file that is present inside the CSEndUser skin.
Rule-File-Text CRM-UI-Box-Model-Helper   Final This is a utility helper CSS file and should remain final. If a customer wants to add more helper classes, they have to be attached to the application-custom.css file that is present inside the CSEndUser skin.
Rule-File-Text CRM-UI-DL-Helper   Final This is a utility helper CSS file and should remain final. If a customer wants to add more helper classes, they have to be attached to the application-custom.css file that is present inside the CSEndUser skin.
Rule-File-Text CRM-UI-Grid-Helper   Final This is a utility helper CSS file and should remain final. If a customer wants to add more helper classes, they have to be attached to the application-custom.css file that is present inside the CSEndUser skin.
Rule-File-Text CRM-UI-Icon-Helper   Final This is a utility helper CSS file and should remain final. If a customer wants to add more helper classes, they have to be attached to the application-custom.css file that is present inside the CSEndUser skin.
Rule-File-Text CRM-UI-Control-Helper   Final This is a utility helper CSS file and should remain final. If a customer wants to add more helper classes, they have to be attached to the application-custom.css file that is present inside the CSEndUser skin.
Rule-File-Text CRM-UI-Style-Helper   Final This is a utility helper CSS file and should remain final. If a customer wants to add more helper classes, they have to be attached to the application-custom.css file that is present inside the CSEndUser skin.
Rule-File-Text CRM-UI-Font-Icons   Final This is a utility helper CSS file and should remain final. If a customer wants to add more helper classes, they have to be attached to the application-custom.css file that is present inside the CSEndUser skin.
Rule-File-Text CRM-UI-Templates-Helper   Final This is a utility helper CSS file and should remain final. If a customer wants to add more helper classes, they have to be attached to the application-custom.css file that is present inside the CSEndUser skin.
Rule-File-Text Pega_interaction_commonUtil   Final    
Rule-File-Text pega_cpm_IP_EventManager   Final    
Rule-HTML-Section CSWorkAreaController   Final This section is newly added in version 8.1. This takes care of making the UI responsive across the portal. 
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