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Enhancing case searches

Updated on June 7, 2021

Onboarding activities can create large volumes of work that multiple groups commonly carry out within the organization.

Pega Client Lifecycle Management for Financial Services Implementation Guide Pega Client Lifecycle Management for Financial Services Implementation Guide Pega Client Lifecycle Management for Financial Services Implementation Guide Pega Client Lifecycle Management for Financial Services Implementation Guide Pega Client Lifecycle Management for Financial Services Implementation Guide Pega Client Lifecycle Management for Financial Services Implementation Guide

You can use the Relationship Manager Portal to perform searches on cases in your environment. You can add fields to the search results to help refine your search.

For information about how case searches are implemented, see Case searches.

To extend the functionality, complete the following steps.

Adding the custom property to the report definition

Add the custom property to the report definition.

  1. In the header of Dev Studio, in the search text field, enter pyWorkSearch and select the Work- report definition rule.
  2. Save the rule into your implementation layer by clicking Save as.
    For more information, see Copying rule or data instance.
  3. Click Add column, and enter the name of a custom property that you want to add, for example, pyCustomerName.
  4. Click Save.

Enabling the custom property to appear in searches

Enable the custom property to be included in search results.

  1. In the header of Dev Studio, in the search text field, enter pysearch and select the Work- custom search properties rule.
  2. Save the rule into your implementation layer by clicking Save as.
    For more information, see Copying rule or data instance.
  3. Select the custom property that you added, for the pyCustomerName instance, to include it in the search results.
  4. Click Save.

Including the custom property column in the results

Include the custom property column in the results grid in section pyWorkSearchResults as required to show in the search results screen.

  1. In the header of Dev Studio, in the search text field, enter pyWorkSearchResults and select the section rule.
  2. Save the rule into your implementation layer by clicking Save as.
    For more information, see Copying rule or data instance.
  3. Add columns for your custom property in the grid layouts.
  4. Click Save.

Configuring the data indexer

Configure the data indexer.

  1. In the header of Dev Studio, in the search text field, enter useDataInstances and select the Pega-Searchengine Indexing/usedatainstances dynamic system settings rule.
  2. Save the rule into your implementation layer by clicking Save as.
    For more information, see Copying rule or data instance.
  3. Enter the true value in the Value field.
  4. Click Save.

Re-indexing the application

You must re-index all work in order to see the new search fields.

  1. In the header of Dev Studio, click ConfigureSystemSettingsSearch.
  2. Click the Re-index button for All work.
    For more information about re-indexing, see Rebuilding a search index.

Tags

Pega Client Lifecycle Management for Financial Services 8.7

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