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Reviewing and running activities for the deprecated SubReasonCode rule

Updated on January 18, 2022

In Pega Sales Automation for Financial Services 8.7, the SubReasonCode property rule is now deprecated. Instead, the LossReason and SuspendedReason properties are available in the PegaCRM-Work-SFA-Opportunity class. These properties use field values instead of data tables for list values.

Pega CRM for Financial Services 8.7 Feature Adoption for Pega Cloud
To align with the functionality changes, perform the following steps:
  1. Log in to your application as an administrator.
  2. In the navigation pane of Dev Studio, click Records SysAdminDynamic System Settings.
    1. Search for and open the EnableReasonCodesHZ dynamic system setting.
    2. Set this dynamic system setting to true.
  3. In the navigation pane of Dev Studio, click RecordsTechnical Activities.
  4. Search for and open the CreateFieldForUpdatingReasonCodes activity.
    This activity creates field value rules for values in the pr_PegaSAFS_Data_ReasonCode table.
  5. Review the activity, and then click ActionsRun.
  6. Search for and open the MigrationActivityForUpdatingReasonCodes activity.
    This activity opens closed opportunities in the implementation layer and re-saves these opportunities back after mapping them to the newly introduced property.
  7. Review the activity, and then click ActionsRun.
  • Previous topic Checking your Pega Sales Automation access roles for the required privileges
  • Next topic Adopting the opportunity splits feature

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