Migrating data table values to field values
In Pega Sales Automation for Insurance 8.6, rules using the D_TaskCategories and D_ManageLossReasons data pages are changed to use field values to display Type on the Task screen, and Loss Reason on the Opportunity close screen.
Pega Customer Relationship Management for Insurance 8.6 Post-update Tasks for Pega Cloud services
Environments
Modify the overridden rules in your implementation layer
that are using the D_TaskCategories and
D_ManageLossReasons data pages to display their values in the
UI by performing the following steps:
- Log in to Dev Studio as an administrator for your implementation layer.
- In the navigation pane of Dev Studio, click .
- Search for and open the CreateFieldValuesFromDataTable activity.
- Edit this activity by entering the following values:
- In the FieldName field, enter TaskType.
- In the FVAppliesToClass field, enter PegaCRM-Work-Task.
- In the DataTableDP field, enter D_TaskCategories.
- In the PropertyToCompare field, enter Name.
- Click Save.
- Run the activity by clicking .
- Search for and open the CreateFieldValuesFromDataTable activity.
- Edit this activity by entering the following values:
- In the FieldName field, enter LossReason.
- In the FVAppliesToClass field, enter PegaCRM-.
- In the DataTableDP field, enter D_ManageLossReasons.
- In the PropertyToCompare field, enter Name.
- Click Save.
- Run the activity by clicking .
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