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Support Article

Links to records on master profile do not display

SA-77231

Summary


 

Links to records on a master profile do not display when the master profile is present in the case context. Unable to quick open a master profile of any related party.


Error Messages


 

Not Applicable


Steps to Reproduce


 
  1. Use the out-of-the-box instance of Client Lifecycle Management (CLM) 8.1 
  2. Log in as CLMFSCIBSysAdmin
  3. Launch the CLM Relationship Manager web interface
  4. Search the Eurotech user
  5. Click the company name to open the master profile. Links for party names display in blue. Links allow the user to quick open a master profile of any related party
  6. Click the 'View controlling network' option. The controlling network diagram displays
  7. Select the 'Back to customer profile' option 
  8. Reopen the Related party tab for Eurotech. Links for party names are not present


Root Cause



This issue was determined to be a product enhancement request.
 

Resolution



An enhancement request, FDBK-31022 , is created for consideration by Pega Product Management. 

The option to view the profile instead of enabling the party name links is present while using the master profile through the case context.
 

  
The party name links must not be enabled in the case context as it changes the context. This is because it launches information in a separate harness that replaces the existing one. However, the harness reloads from a reusable section. However, links must be still enabled in a case context. The user must decide whether to use them or not though case context is lost.



 

 

Published May 1, 2019 - Updated December 2, 2021

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