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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with the new architecture, Pega Customer Service has updated over 300 rules to mark them as final, deprecated, and withdrawn.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.

pyClasspyRuleNamepyClassNameAvailableChanges madeChanges to be made if overridden
Rule-Obj-ActivityAppendLogEntryChannelServices-Device-ChatYes  
Rule-Obj-ActivityCAGenerateReviewTasksPegaCA-Work-InteractionYesThe references of the old data pages have been replaced with D_CSRecents.Update the references of older data pages to D_CSRecents.
Rule-Obj-ActivityCAGetSvcCaseAssignmentsByInteractionPegaCA-WorkYes  
Rule-Obj-ActivityCPMEvaluateIntentTaskRule-PegaCA-Intent-TaskYesThe 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-ActivityCPMGetSuggestedIntentsEmbed-PegaCA-IntentCategoryYesThe 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-ActivityCPMLoadInteractionIntentsCode-Pega-ListYesThe 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-ActivityCPMNewDefaultsPegaCA-Work-InteractionFinal  
Rule-Obj-ActivityCPMNewDefaultsWork-Final  
Rule-Obj-ActivityCPMNewDefaultsInternalPegaCA-WorkFinalThe 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-ActivityCPMOnChangeGetBusinessUnitDataPegaCA-WorkYes  
Rule-Obj-ActivityCPMOnChangeGetContactDataPegaCA-WorkYes  
Rule-Obj-ActivityCPMOpenDefaultsPegaCA-Work-InteractionFinalThe 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-ActivityCPMOpenDefaultsWork-FinalThis has been marked as Final and converted the existing Java step to "Call"Not applicable.
Rule-Obj-ActivityCPMOpenDefaultsInternalPegaCA-WorkFinalThe 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-ActivityCPMPerformDefaultsPegaCA-Work-InteractionFinalThe 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-ActivityCPMPerformDefaultsWork-FinalThis has been marked as Final and converted the existing Java step to "Call".Not applicable.
Rule-Obj-ActivityCPMPerformDefaultsInternalPegaCA-WorkFinalThe 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-ActivityCPMPreCloseWork-FinalThis has been marked as Final and converted the existing Java step to "Call".Not applicable.
Rule-Obj-ActivityCPMPreCloseInternalPegaCA-WorkFinalThe 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-ActivityCPMSetChildInteractionDefaultsPegaCA-Work-Interaction-SubYes  
Rule-Obj-ActivityCPMStartRecentContextSwitchSystem-User-RecentsWithdrawn  
Rule-Obj-ActivityCSClearRecents@baseclassWithdrawnWithdrawn to support the CS recents design. 
Rule-Obj-ActivityCSCurrentOfferInt-PegaCDH-ContainerYes  
Rule-Obj-ActivityCSLoadInteractionHistory@baseclassYes  
Rule-Obj-ActivityCSOpenDefaultExtWork-YesExtension for performing any implementation specific task while opening a case.Not applicable.
Rule-Obj-ActivityCSPerformDefaultsExtWork-YesExtension for performing any implementation specific task while creating a case. 
Rule-Obj-ActivityCSPopulateInteractionIntentsPegaCA-Work-InteractionFinalThis is a new activity written to populate completed intents to pyWorkPage when interaction is opened.Not applicable.
Rule-Obj-ActivityCSQueueTasksPegaCA-Work-InteractionFinalThe 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-ActivityCSRecentContextSwitchSystem-User-RecentsFinalThis is a new activity written to update the status of driver recents.Not applicable.
Rule-Obj-ActivityCSSendFeedbackToNLPWork-Yes  
Rule-Obj-ActivityGetEmailSuggestedIntentsPegaCA-Work-Interaction-InCorrYesUpdated to populate D_CSRecents and removed references to older data pages.Update the references of older data pages to D_CSRecents.
Rule-Obj-ActivityLoadWrapupTimelinePegaCA-Work-InteractionFinalUpdated to populate D_CSRecents and removed references to older data pages.Update the references of the older data pages to D_CSRecents.
Rule-Obj-ActivityOpenDefaultsPegaCA-WorkYes  
Rule-Obj-ActivityPerformDefaultsPegaCA-WorkYesExtension given.Not applicable.
Rule-Obj-ActivityPerformDefaultsPegaCA-Work-InteractionFinalMarked as Final and added extension CSPerformDefaultsExt for implementation of specific functionality to be added.Not applicable.
Rule-Obj-ActivityPerformDefaultsPegaCA-Work-Interaction-SocialYesExtension given. 
Rule-Obj-ActivityPreClosePegaCA-WorkYesMarked as Final and added extension CPMPreCloseExtension for implementation-specific functionality to be added.Not applicable.
Rule-Obj-ActivityPreClosePegaCA-Work-InteractionFinalMarked as Final and added extension CPMPreCloseExtension for implementation-specific functionality to be added.Not applicable.
Rule-Obj-ActivitypyInitAssociateRequestorData-PortalYes  
Rule-File-Binarywebwb pegaca_work_interaction_callcpminteraction20180524t070349_088_gmt jpg Yes  
Rule-File-Binarywebwb pegaca_work_interaction_callcpminteraction20180706t074437_965_gmt jpg Yes  
Rule-File-Binarywebwb pegaca_work_interaction_chatcpminteraction20180523t120124_205_gmt jpg Yes  
Rule-File-Binarywebwb pegaca_work_interaction_chatcpminteraction20180706t093817_690_gmt jpg Yes  
Rule-File-Binarywebwb pegaca_work_interaction_incorrcpminteraction20180706t094011_491_gmt jpg Yes  
Rule-File-Binarywebwb pegaca_work_interaction_incorrcpminteraction20180711t204143_399_gmt jpg Yes  
Rule-File-Binarywebwb pegaca_work_interaction_incorrcpminteraction20180725t195239_083_gmt jpg Yes  
Rule-File-Binarywebwb pegaca_work_interaction_mobilecpminteraction20180709t082929_749_gmt jpg Yes  
Rule-File-Binarywebwb pegaca_work_interaction_outbound_callcpminteraction20180706t095323_013_gmt jpg Yes  
Rule-File-Binarywebwb pegaca_work_outboundcpminteraction20180716t125101_269_gmt jpg Yes  
Rule-Declare-PagesD_CSRecentsRule-PegaCA-Intent-TaskYesNew data page to hold all cases opened in an interaction context. 
Rule-Obj-ModelCPMAddCompletedIntentsPegaCA-Work-InteractionYesUpdated to populate D_CSRecents and removed references to older data pages.Update the references of the older data pages to D_CSRecents.
Rule-Obj-ModelCPMCleanInteractionPages@baseclassFinalUpdated to populate D_CSRecents and removed references to older data pages.Update the references of older data pages to D_CSRecents.
Rule-Obj-ModelCPMClearSCRecentSelectionPegaCA-Work-InteractionYesUpdated to populate D_CSRecents and removed references to older data pages.Update the references of older data pages to D_CSRecents.
Rule-Obj-ModelCPMLoadOpenServiceCasesCode-Pega-ListYes  
Rule-Obj-ModelCPMRemoveSCPortalRecent@baseclassWithdrawn  
Rule-Obj-ModelCPMSetDefaultsWork-FinalUpdated to set CurrentInteractionID on pyWorkPage when launching a case.Backport the same changes done by Pega Customer Service.
Rule-Obj-ModelCSAddIntentToDriverRecents@baseclassFinal  
Rule-Obj-ModelCSAddIntentToDriverRecentsExt@baseclassYes  
Rule-Obj-ModelCSAddToCoverPegaCA-Work-DisputeTransactionYesUpdated to set CurrentInteractionID on pyWorkPage when launching a case.Backport the same changes done by Pega Customer Service.
Rule-Obj-ModelCSDeleteFromDriverRecents@baseclassFinal  
Rule-Obj-ModelCSDeleteFromDriverRecentsExt@baseclassYes  
Rule-Obj-ModelCSDeleteNonInteractionContextRecents@baseclassYes  
Rule-Obj-ModelCSLookUpIntentTaskFromCache@baseclassFinal  
Rule-Obj-ModelCSLookUpIntentTaskFromCacheExt@baseclassYes  
Rule-Obj-ModelCSLookUpIntentTaskFromDriver@baseclassFinal  
Rule-Obj-ModelCSLookUpIntentTaskFromRecents@baseclassFinal  
Rule-Obj-ModelCSReloadLinkIDPegaCA-WorkWithdrawnUpdated to populate D_CSRecents and removed references to older data pages.Update the references of the older data pages to D_CSRecents.
Rule-Obj-ModelCSReloadLinkIDWork-YesUpdated to populate D_CSRecents and removed references to older data pages.Update the references of the older data pages to D_CSRecents.
Rule-Obj-ModelCSSearchIntents@baseclassYes  
Rule-Obj-ModelCSSetCaseProrityStylerWork-Yes  
Rule-Obj-ModelCSSetCaseProrityStylerExtWork-Yes  
Rule-Obj-ModelCSSetCaseStatusStylerWork-Yes  
Rule-Obj-ModelCSSetCaseStatusStylerExtWork-Yes  
Rule-Obj-ModelCSUpdateDriverCaseRecents@baseclassFinal  
Rule-Obj-ModelCSUpdateDriverCaseRecentsExt@baseclassYes  
Rule-Obj-ModelCSUpdateDriverRecentsStatusSystem-User-RecentsFinal  
Rule-Obj-ModelSearchDefaultPegaCA-Work-PortalSearchYes  
Rule-Obj-ModelSendFeedbackToNLPWork-Yes  
Rule-Obj-ModelSetCaseProrityStylerCode-Pega-ListWithdrawn  
Rule-Obj-ModelSetCaseStatusStylerCode-Pega-ListWithdrawn  
Rule-Obj-ModelSetContactIDForProspectsPegaCA-Work-Interaction-ResearchYes  
Rule-Obj-ModelSetInteractionDetailsPegaCA-WorkYes  
Rule-Obj-ModelSetInteractionDetailsPegaCA-Work-InteractionYes  
Rule-Obj-ModelSetInteractionDetailsPegaCA-Work-Interaction-CallYes  
Rule-Obj-ModelSetInteractionDetailsPegaCA-Work-Interaction-ChatYes  
Rule-Obj-ModelSetInteractionDetailsPegaCA-Work-Interaction-InCorrYes  
Rule-Obj-ModelSetInteractionDetailsPegaCA-Work-Interaction-MobileYes  
Rule-Obj-ModelSetInteractionDetailsPegaCA-Work-Interaction-Outbound-CallYes  
Rule-Obj-ModelSetInteractionDetailsPegaCA-Work-Interaction-ResearchYes  
Rule-Obj-ModelSetInteractionDetailsPegaCA-Work-Interaction-SocialYes  
Rule-Obj-ModelSetInteractionDetailsPegaCA-Work-Interaction-SubYes  
Rule-Obj-ModelSetInteractionDetailsPegaCA-Work-OutboundYes  
Rule-Obj-ModelSetInteractionDetailsWork-Yes  
Rule-Obj-ModelSetInteractionDetailsExtnPegaCA-WorkYes  
Rule-Obj-ModelSetInteractionDetailsExtnPegaCA-Work-InteractionYes  
Rule-Obj-ModelSetInteractionDetailsExtnPegaCA-Work-Interaction-CallYes  
Rule-Obj-ModelSetInteractionDetailsExtnPegaCA-Work-Interaction-ChatYes  
Rule-Obj-ModelSetInteractionDetailsExtnPegaCA-Work-Interaction-InCorrYes  
Rule-Obj-ModelSetInteractionDetailsExtnPegaCA-Work-Interaction-MobileYes  
Rule-Obj-ModelSetInteractionDetailsExtnPegaCA-Work-Interaction-Outbound-CallYes  
Rule-Obj-ModelSetInteractionDetailsExtnPegaCA-Work-Interaction-ResearchYes  
Rule-Obj-ModelSetInteractionDetailsExtnPegaCA-Work-Interaction-SocialYes  
Rule-Obj-ModelSetInteractionDetailsExtnPegaCA-Work-Interaction-SubYes  
Rule-Obj-ModelSetInteractionDetailsExtnPegaCA-Work-OutboundYes  
Rule-Obj-ModelSetInteractionDetailsExtnWork-Yes  
Rule-Obj-ModelSetNPSScoreStyler@baseclassYes  
Rule-Obj-ModelSetNPSScoreStylerPegaCA-Work-InteractionYes  
Rule-Obj-ModelSetWrapUpTimelineCaseStatusStylerWork-Yes  
Rule-Obj-ModelTriggerHeaderRefreshWork-Yes  
Rule-Obj-ModelpyAddRecentListItemPegaCA-WorkWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-InteractionWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-Interaction-CallWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-Interaction-ChatWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-Interaction-InCorrWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-Interaction-MobileWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-Interaction-Outbound-CallWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-Interaction-ResearchWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-Interaction-Research-AccountWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-Interaction-Research-BusinessUnitWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-Interaction-Research-ContactWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-Interaction-SocialWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-Interaction-SubWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-OutboundWithdrawn  
Rule-Obj-ModelpyAddRecentListItemPegaCA-Work-PortalSearchWithdrawn  
Rule-Declare-OnChangeCPMPortalRecentContext_ChangesSystem-User-RecentsWithdrawn  
Rule-Obj-FieldValuepyActionPrompt Close this tab@baseclassYes  
Rule-Obj-FlowCPMInteractionPegaCA-Work-Interaction-CallYes  
Rule-Obj-FlowCPMInteractionPegaCA-Work-Interaction-ChatYes  
Rule-Obj-FlowCPMInteractionPegaCA-Work-Interaction-InCorrYes  
Rule-Obj-FlowCPMInteractionPegaCA-Work-Interaction-MobileYes  
Rule-Obj-FlowCPMInteractionPegaCA-Work-Interaction-Outbound-CallYes  
Rule-Obj-FlowCPMInteractionPegaCA-Work-OutboundYes  
Rule-Obj-FlowActionAppUpdateContactNamePegaCA-Work-UpdateContactNameYes  
Rule-HTML-HarnessConfirmPegaCA-WorkYes  
Rule-HTML-HarnessPerformPegaCA-WorkYes  
Rule-HTML-HarnessPerformPegaCA-WorkYes  
Rule-HTML-HarnessPerformPegaCA-Work-InteractionYes  
Rule-HTML-HarnessPerformPegaCA-Work-Interaction-CallYes  
Rule-HTML-HarnessPerformPegaCA-Work-Interaction-ChatYes  
Rule-HTML-HarnessPerformPegaCA-Work-Interaction-InCorrYes  
Rule-HTML-HarnessPerformPegaCA-Work-Interaction-Outbound-CallYes  
Rule-HTML-HarnessPerformPegaCA-Work-Interaction-SocialYes  
Rule-HTML-HarnessReviewPegaCA-WorkYes  
Rule-HTML-HarnessReviewPegaCA-Work-InteractionYes  
Rule-HTML-HarnessSearchNewPegaCA-WorkYes  
Rule-Obj-PropertyAjaxContainerID@baseclassYes  
Rule-Obj-PropertyAuthorName@baseclassYes  
Rule-Obj-PropertyCSCurrentCaseClassWork-Yes  
Rule-Obj-PropertyCSCurrentCaseFAWork-Yes  
Rule-Obj-PropertyCSIntentFoundWork-Yes  
Rule-Obj-PropertyCSTabTitle@baseclassYes  
Rule-Obj-PropertyCasePriorityStylerWork-Yes  
Rule-Obj-PropertyCaseStatusStylerWork-Yes  
Rule-Obj-PropertyCompletedIntentsPegaCA-WorkYes  
Rule-Obj-PropertyContextRefreshDateTimeWork-Yes  
Rule-Obj-PropertyDashboardRefreshDateTime@baseclassYes  
Rule-Obj-PropertyHelpSearchStringWork-Yes  
Rule-Obj-PropertyIntentEvaluatedPegaCA-Work-InteractionYes  
Rule-Obj-PropertyIntentOrder@baseclassYes  
Rule-Obj-PropertyIntentTypeActualRule-PegaCA-Intent-Yes  
Rule-Obj-PropertyInteractionTabIcon@baseclassYes  
Rule-Obj-PropertyIsInReview@baseclassYes  
Rule-Obj-PropertyIsTaskOrderSet@baseclassYes  
Rule-Obj-PropertyNpsScoreStylerPegaCA-WorkYes  
Rule-Obj-PropertyParentID@baseclassYes  
Rule-Obj-PropertyServicecasestatusstyle@baseclassYes  
Rule-Obj-PropertyShouldCreateAssociateRequestor@baseclassYes  
Rule-Obj-PropertySocialMediaSource@baseclassYes  
Rule-Obj-PropertyToolTipText@baseclassYes  
Rule-Obj-PropertyWrapUpCaseStatusStylerWork-Yes  
Rule-Obj-PropertyWrapUpStatusWork-Yes  
Rule-HTML-SectionAccountInfoPegaCA-WorkYes  
Rule-HTML-SectionAjaxContainerWelcomeScreenPegaCA-Work-InteractionYes  
Rule-HTML-SectionAutoCloseWork-YesUpdated script to support latest DC.Similar script changes need to be done.
Rule-HTML-SectionCPMAutoLauchServiceProcessPegaCA-WorkYesUpdated 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-SectionCPMBusyIndicatorCPM-PortalFinal  
Rule-HTML-SectionCPMConfirmDriverWrapperWork-Yes  
Rule-HTML-SectionCPMConfirmIncludesWork-Yes  
Rule-HTML-SectionCPMDashboardCPM-PortalYes  
Rule-HTML-SectionCPMDisplayCompletedTaskRule-PegaCA-Intent-Yes  
Rule-HTML-SectionCPMDisplaySalesActivityPegaCRM-Work-Task-CustActYes  
Rule-HTML-SectionCPMDisplaySalesActivityWork-Yes  
Rule-HTML-SectionCPMDisplaySuggestedTaskRule-PegaCA-Intent-TaskYesUpdated 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-SectionCPMDisplayTaskInMenuRule-PegaCA-Intent-TaskYes  
Rule-HTML-SectionCPMInteractionDriverPegaCA-Work-InteractionYesUpdated 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-SectionCPMInteractionDriverPegaCA-Work-Interaction-Outbound-CallYesUpdated 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-SectionCPMInteractionDriverPegaCA-Work-Interaction-ResearchYesUpdated 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-SectionCPMInteractionDriverIncludesPegaCA-Work-InteractionFinalUpdated the references to D_CPMPortalContext to use CurrentInteractionID.Similar changes need to be done, replace D_CPMPortalContext.pyiD with .CurrentInteractionID/.pyID.
Rule-HTML-SectionCPMInteractionDriverIncludesWrapperWork-YesUpdated 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-SectionCPMInteractionDriverWrapperPegaCA-Work-InteractionYesUpdated the visibility conditons by removing references to D_CPMPortalContext.Similar changes need to be done, replace D_CPMPortalContext.pyiD with .CurrentInteractionID/.pyID.
Rule-HTML-SectionCPMInteractionHeaderWrapperPegaCA-WorkYes  
Rule-HTML-SectionCPMInteractionHeaderWrapperWork-Yes  
Rule-HTML-SectionCPMInteractionIntentsPegaCA-WorkYesUpdated 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-SectionCPMInteractionPortalHeaderCPM-PortalYes  
Rule-HTML-SectionCPMInteractionPortalWorkAreaCPM-PortalYes  
Rule-HTML-SectionCPMInteractionPortalWorkAreaWrapperCPM-PortalYes  
Rule-HTML-SectionCPMInteractionTasksPegaCA-Work-InteractionYesRemoved 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-SectionCPMInteractionTasksPegaCA-Work-Interaction-ResearchYesRemoved 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-SectionCPMInteractionTasksWrapperPegaCA-Work-InteractionYesUpdated 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-SectionCPMNewIncludesWork-Yes  
Rule-HTML-SectionCPMOpenSalesLeadInfoByContactPegaCRM-Work-SFA-LeadYes  
Rule-HTML-SectionCPMOpenSalesLeadInfoByContactWork-Yes  
Rule-HTML-SectionCPMOpenSalesLeadInfoByOrgPegaCRM-Work-SFA-LeadYes  
Rule-HTML-SectionCPMOpenSalesLeadInfoByOrgWork-Yes  
Rule-HTML-SectionCPMOpenSalesOpportunityByContactPegaCRM-Work-SFA-OpportunityYes  
Rule-HTML-SectionCPMOpenSalesOpportunityByContactWork-Yes  
Rule-HTML-SectionCPMOpenServiceCaseItemsPegaCA-WorkYes  
Rule-HTML-SectionCPMOpenServiceCaseItemsByAccountWork-Yes  
Rule-HTML-SectionCPMOpenServiceCaseItemsByBUPegaCA-WorkYes  
Rule-HTML-SectionCPMOpenServiceCaseItemsHeaderWork-Yes  
Rule-HTML-SectionCPMOpenServiceItemInfoWork-Yes  
Rule-HTML-SectionCPMOpenServiceItemInfoByBUWork-Yes  
Rule-HTML-SectionCPMOpenServiceItemInfoByContactWork-Yes  
Rule-HTML-SectionCPMPerformIncludesPegaCA-Work-CobrowsingSessionYes  
Rule-HTML-SectionCPMPerformIncludesPegaCA-Work-InteractionYes  
Rule-HTML-SectionCPMPerformIncludesPegaCA-Work-Interaction-ChatYes  
Rule-HTML-SectionCPMPerformIncludesPegaCA-Work-Interaction-InCorrYes  
Rule-HTML-SectionCPMPerformIncludesWork-Yes  
Rule-HTML-SectionCPMPerformIncludesTasksPegaCA-Work-InteractionYes  
Rule-HTML-SectionCPMRecentInteractionInfoWithTypePegaCA-Work-InteractionYes  
Rule-HTML-SectionCPMRecentInteractionsByAccountPegaCA-WorkYes  
Rule-HTML-SectionCPMRecentInteractionsByBUPegaCA-WorkYes  
Rule-HTML-SectionCPMRecentInteractionsByContactPegaCA-WorkYes  
Rule-HTML-SectionCPMRestoreServiceCasesPegaCA-Work-InteractionFinal  
Rule-HTML-SectionCPMReviewDriverWrapperWork-Yes  
Rule-HTML-SectionCPMReviewIncludesPegaCA-Work-InteractionYes  
Rule-HTML-SectionCPMReviewIncludesWork-Yes  
Rule-HTML-SectionCPMShowGeneralModeTasksPegaCA-Work-InteractionYes  
Rule-HTML-SectionCPMTakeActionMenu_GridLayoutOuterPegaCA-Work-InteractionYesCSDisplayCompletedTasks.CSDisplayCompletedTasks.
Rule-HTML-SectionCPMTransactionsPegaCA-WorkYes  
Rule-HTML-SectionCPMUserWorkListCPM-PortalYes  
Rule-HTML-SectionCSDisplayCompletedTasksRule-PegaCA-Intent-TaskYesCSDisplayInProgressCases.CSDisplayInProgressCases.
Rule-HTML-SectionCSDisplayInProgressCasesRule-PegaCA-Intent-TaskYesThis replaces the older section "CPMCompletedTasks" to display completed tasks. 
Rule-HTML-SectionCSDisplayQueuedTasksEmbed-PegaCA-IntentCategoryYesThis replaces the older section "CPMCompletedTasks" to display completed tasks. 
Rule-HTML-SectionCSDisplayQueuedTasksRule-PegaCA-Intent-TaskYesThis replaces the older section "CPMServiceCaseRecents" to display completed tasks. 
Rule-HTML-SectionCSFetchCurrentInteractionID@baseclassYes  
Rule-HTML-SectionCSInteractionCaseRecentsPegaCA-Work-InteractionYesA new section to hold all recents in the driver area of an interaction. 
Rule-HTML-SectionCSOfferInt-PegaCDH-Container-OfferYesUpdated 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-SectionCSRightPaneController@baseclassYes  
Rule-HTML-SectionCSSuggestionsWrapperPegaCA-Work-InteractionYesThis holds the suggestions. 
Rule-HTML-SectionCSWorkAreaController@baseclassYes  
Rule-HTML-SectionCorrCaseFeedWrapperWork-Channel-TriageYes  
Rule-HTML-SectionCreateWorkUnderInteractionContextPegaCA-Work-InteractionYes  
Rule-HTML-SectionInteractionPortalRightPaneWrapperPegaCA-WorkYes  
Rule-HTML-SectionInteractionTasksScrollerPegaCA-Work-InteractionYes  
Rule-HTML-SectionSearchHeaderPegaCA-WorkYes  
Rule-HTML-SectionSocialLogWrapperPegaCA-Work-Interaction-SocialYes  
Rule-HTML-SectionSocialResponseActionsPegaFW-Data-SocialYes  
Rule-HTML-SectionSocialResponseAreaPegaFW-Data-SocialYes  
Rule-HTML-SectionSocialResponseTextAreaPegaFW-Data-SocialYes  
Rule-HTML-SectionWrapupTimelineRowItemWork-Yes  
Rule-HTML-SectionpyCaseActionAreaPegaCA-Work-InteractionYes  
Rule-HTML-SectionpyCustomDCTabSection@baseclassWithdrawn  
Rule-File-Textwebwb Cs-style-helper css Yes  
Rule-File-Textwebwb Pega_interaction_commonUtil js Yes  
Rule-File-Textwebwb pega_cpm_IP_EventManager js FinalModified by removing the busy indicator scripts and also added functions that trigger the Ajax container request handling. 
Rule-Obj-WhenCPMDialogsEnabled@baseclassYes  
Rule-Obj-WhenCPMDriverDialogsEnabledWork-Yes  
Rule-Obj-WhenCPMInInteractionContext@baseclassYesUpdated 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-WhenCPMIsHeadLessWrapUpPegaCA-Work-InteractionYesUpdated references to D_CPMPortalContext.pyID to point to .pyID/CurrentInteractionID.Update references to D_CPMPortalContext.pyID to point to .pyID/CurrentInteractionID.
Rule-Obj-WhenCPMIsWrapUpClickedPegaCA-Work-InteractionYesUpdated references to D_CPMPortalContext.pyID to point to .pyID/CurrentInteractionID.Update references of D_CPMPortalContext.pyID to point to .pyID/CurrentInteractionID.
Rule-Obj-WhenCPMNotInInteractionContext@baseclassYesUpdated 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-WhenCPMServiceCaseUrgencyIsHighCode-Pega-ListYes  
Rule-Obj-WhenCPMServiceCaseUrgencyIsLowCode-Pega-ListYes  
Rule-Obj-WhenCPMServiceCaseUrgencyIsMediumCode-Pega-ListYes  
Rule-Obj-WhenCSHasIntentSearchResultsPegaCA-Work-InteractionYesUpdated references to D_CPMPortalContext.pyID to point to .pyID/CurrentInteractionID.Update references of D_CPMPortalContext.pyID to point to .pyID/CurrentInteractionID.
Rule-Obj-WhenCompareIntentTaskPropertiesRule-PegaCA-Intent-TaskYes  
Rule-Obj-WhenCompareIntentTaskPropertiesForNewRule-PegaCA-Intent-TaskYes  
Rule-Obj-WhenCompareIntentTaskPropertiesForOpenRule-PegaCA-Intent-TaskYes  
Rule-Obj-WhenHasAutoLaunchForSPPegaCA-Work-InteractionYesUpdated 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-WhenHasCompletedTasksPegaCA-Work-InteractionYesUpdated 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-WhenHasInProgressTasksPegaCA-WorkWithdrawn  
Rule-Obj-WhenHasInProgressTasksWork-YesUpdated 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-WhenHasQueuedTasksPegaCA-Work-InteractionYesUpdated 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-WhenHasServiceCaseRecentsPegaCA-WorkWithdrawn  
Rule-Obj-WhenHasServiceCaseRecentsPegaCA-Work-InteractionYesUpdated 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-WhenHasServiceCaseRecentsWork-YesUpdated 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-WhenHasSuggestedTasksPegaCA-Work-InteractionYesUpdated 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-WhenHasSuggestedTasksWork-YesUpdated 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-WhenIsExpressHistoryVisiblePegaCA-WorkYesUpdated 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-WhenIsInteractionThreadInInteractionDriverFlowWork-YesUpdated 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-WhenhasRightPanePegaCA-WorkYes  
Rule-Obj-WhenpyEnableCustomTabHeaders@baseclassYes  
Rule-File-Textwebwb ChatAgentEventHandler js Final  
Rule-File-Textwebwb ChatConnection js Final  
Rule-File-Textwebwb Pega_chat_agentConnection js Final  
Rule-File-Textwebwb pega_chat_chatEventHandler js Final  
Rule-File-Textwebwb pega_chat_chatEventHandlerXMPP js Final  
Rule-File-Textwebwb • cpmchatsendevents • js Final  
Rule-File-Textwebwb • strophe • js Final  
Rule-File-Textwebwb • ChatEventHandlerForDC • js Final  
Rule-PortalSkinCSEndUser FinalAll customers must point their application to this skin or any skin that inherits from this skin.
Rule-File-Textcs-icons FinalIf 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-TextCS-icon-fonts-helper-classes FinalIf 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-TextCs-style-helper FinalIf 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-TextCTIEndUser-Delta FinalIf 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-PortalSkincrmSkin FinalAll CRM Applications must inherit their skin from crmSkin.  
Rule-File-TextCRM-UI-Container-Helper FinalThis 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-TextCRM-UI-Box-Model-Helper FinalThis 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-TextCRM-UI-DL-Helper FinalThis 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-TextCRM-UI-Grid-Helper FinalThis 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-TextCRM-UI-Icon-Helper FinalThis 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-TextCRM-UI-Control-Helper FinalThis 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-TextCRM-UI-Style-Helper FinalThis 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-TextCRM-UI-Font-Icons FinalThis 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-TextCRM-UI-Templates-Helper FinalThis 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-TextPega_interaction_commonUtil Final  
Rule-File-Textpega_cpm_IP_EventManager Final  
Rule-HTML-SectionCSWorkAreaController FinalThis section is newly added in version 8.1. This takes care of making the UI responsive across the portal. 

Published September 24, 2018 — Updated October 11, 2018

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