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Support Article

CLMSSPortalBody drag and drop refresh issue



When using the drag and drop assignments feature in the Sales Manager portal of the Onboarding for Financial Services (OBFS) Framework, the worklists are not updated until after manually refreshing the browser.

Error Messages

Not applicable

Steps to Reproduce

  1. Launch CLMSales Support Manager Portal as Manager role.
  2. Assign a work item from the Urgent Work to Agent1 (currently has 5 work items assigned).
  3. Drag the work item and drops it on Agent1. The count of work item assigned to Agent1 is still 5. 
  4. Press F5 (browser refresh) and the count of work item of Agent1 is now 6.

Root Cause

A defect in Pegasystems’ code or rules where the Portal names were not referenced correctly in the Drag and Drop Control configuration.


Apply HFix-31120.

Published January 13, 2017 - Updated December 2, 2021

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