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Support Article

Recent Item list is not populated

SA-24455

Summary



'Patient' item does not show up in the recents list when user peforms a patient search in Care Management portal.


Error Messages



Not Applicable.


Steps to Reproduce



1. Log into Care Management application.
2. Launch Cm Care Manager portal.
3. Search patient, list appears in below grid.
4. Click and Open a patient.
5. Observe that Recent item in Left Navigation Panel is not updated.


Root Cause



The reported behavior is expected as per the design. When search is performed for Patient and clicked on any patient ID, it does a show harness.

By default, for Show-Harness, it will not be added to the Recents Out-of-the-box (OOTB). This is as per the design, as harnesses will be launched at many places throughout the product or application.

Hence, in user case, the patient item added to the recents are not visible.

Resolution



If user wishes to add a harness to the recent list, one must customize the OOTB behavior by setting @baseclass.pxTrackThisDocument property to True in harness primary page. 

Refer to the PDN article : https://pdn.pega.com/displaying-list-recent-items-your-application

There is a note given in the article regarding the behavior mentioned above.

Note : By default, rules, work items and landing pages are captured in the recent item list. Wizards are also tracked for the current session, but tracking does not persist across logins. Other harnesses are not tracked. However, one can enable recent list tracking of other harnesses by setting the @baseclass.pxTrackThisDocument property to true in a harness' primary page. One might choose to do this using a pre-activity.

Developers must customize the OOTB behavior by setting the necessary parameters as explained in the PDN article mentioned, and by taking care of few aspects below, related to recents functionality.

1) While opening a Patient using ShowHarness, call a PreActivity/DataTransform that sets the pxTrackThisDocument to true in harness primary page.
2) In @baseclass.pyAddRecentListItem, add pyRecordID that shows in Recents section. Now, it will be added in clipboard recents. 
3) The recents section in the portal is filtered with a When rule, so one must update pyShowRecents When rule that qualifies patient. 
4) Change pyRecentWorkContent, that accepts RecordId for patient harness.

Published June 22, 2016 - Updated October 8, 2020

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