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Support Article

FCM - Properly configuring the remote worklist.

SA-17554

Summary



Trying to configure a federated worklist and we are not sure where to put it. We have added pyFCMRFederatedWorklist7 section but it doesn't correctly display and nothing happens when we click on remote cases to open.

We are following the PDN arcticle: https://pdn.pega.com/setting-and-configuring-federated-case-management

This only tells us what section to include but nothing really about how to include it properly.
 

Error Messages



No error messages. Display looks wrong even though a list of work objects is displayed. Nothing happens when cllicking on a remote case.

Steps to Reproduce



Include @baseclass.pyFCMRFederatedWorkList7 in a Harness/Portal rule and then try clicking on any of the ID list in the worklist. System should open the remote case in the current portal.


Root Cause



The federated worklist should be added to the end user portal like other worklists are. This insures that the worklist displays and functions properly.
 

Resolution



To properly add the federated worklist to the Case Manager portal follow these steps:


1) Create a new harness rule in Data-Portal, name it MyFederatedWorkList for example. 
2) Add the @baseclass.pyFCMRFederatedWorkList7 to the new harness, should be the only section in the harness. 


The Navigation rule pyCaseManagerLinks provides Case Manager portal left side links that change the main work area. These links include Dashboard, My Worklist, Calendar, Reports, etc. 

3) Copy Data-Portal.pyCaseMangerLinks into your application ruleset
4) Add a "My Federated" item using the "My Worklist" item as an example.


 

 

Published January 31, 2016 - Updated December 2, 2021

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