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Updating the Recent Interactions widget

Updated on March 15, 2022

After upgrading, the Recent Interactions widget in the Account composite does not show the Web Chat Bot, Outbound Email, and Outbound SMS interactions that were created before the upgrade.

Pega CRM for Financial Services Update Guide

To insert the missing entries for the interactions into the index table that displays the Interaction history, run the following query on your database:

INSERT INTO "pegadata"."pca_index_ interactions" (accountnumber, createdatetime, interactiontype, itemid, workstatus, pxindexpurpose, pxinsindexedclass, pxinsindexedkey, pxobjclass, pylabel, pzinskey) SELECT accountnumber, pxcreatedatetime, interactiontype, pyid, pystatuswork, 'CAInteractionsByAccount', pxobjclass, pzinskey, 'Index-PegaCA-AccountInteractions', 'Interaction Account Index', pzinskey FROM <work table name> WHERE interactiontype IN ('outbound email', 'outbound SMS', 'Web Chatbot');
Note: <work table name> is the work table that corresponds to the class that inherits from PegaCPMFS-Work-Interaction in the implementation application.

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