Support Article
Pega CRM - Refresh Issue with PegaCRM-SFA Product
Summary
In Pega CRM, after creation, the record does not automatically refresh. User has to manually refresh the record.
Steps to Reproduce
1. In Pega CRM - Go to Lead, Create task and come back to Task tab. One cannot see the record until you click on refresh button.
2. Create a related item, and refresh to see the change.
Root Cause
The reported behavior is an intended design in SFA application. Refresh buttons are provided for all such usecases.
Resolution
If any user wants to auto-refresh the task-list, they can perform the below local-change :
Register and throw an event once we click on any of the links and consequently refresh the intended section.
Place the below code in available HTML Fragment UserWorkForm:
<script>
registerEventListener("EVENTNAME",functionToBeInvoked, null);
function functionToBeInvoked ()
{
pega.u.d.refreshSection("SectionToBeRefreshed",'','');
}
function runScriptFunction()
{
sendEvent("EVENTNAME ", functionToBeInvoked);
}
</script>
In addition, add the runScript event in the link configuration and call function “runScriptFunction”.
Published August 31, 2015 - Updated December 2, 2021
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