Question

CPMFS 7.4 Dialogs and coaching tips missing 'ruleset' dropdown and 'remove association' features.

i TEam,
We had recently upgraded to 7.4 ( PEga,CPMFS ).
In the 7.2 version before upgraded,
1. we used to have a dropdown to select ruleset and version to save dialogs and coaching tips.
2. Button to remove 'Association' to dialog and coaching tips.
In the upgraded 7.4 , we no longer see all these features available.

Are these features no longer available or this is a upgraded product defect? Refer to screen shots for more details.

Steps to Reproduce

Login in to CPM portal using 'CPMFSSYSADMIN' user ID.
Launch the 'configuration' tools to display the DIalog and coaching tips pop-up.

Error Message

Features missing in upgraded 7.4 environment

Attempted Solutions

Not Applicable

***Edited by Moderator Marissa to update platform capability tags; update SR Details****

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Correct Answer
September 17, 2018 - 3:58pm

Hi, the answer to your question "Are these features no longer available or this is a upgraded product defect? " is that this is neither. The dialog ruleset specification has been moved from the Config tools into a dedicated property of the application settings. The reasoning behind this is that the dialogs and coaching tips are meant to be managed by a business architect or a manager. That persona may or may not know about the application and may select an incorrect ruleset. That makes migration and maintenance difficult. By setting the DialogCoachingTipRS property in the application settings, an admin can control where the dialogs and coaching tips are saved. The manager or business user can then update the dialogs without having to worry about the appropriate ruleset. Please refer to Configuring dialogs and coaching tips section of the Implementation Guide. 

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Pega
September 17, 2018 - 3:58pm

Hi, the answer to your question "Are these features no longer available or this is a upgraded product defect? " is that this is neither. The dialog ruleset specification has been moved from the Config tools into a dedicated property of the application settings. The reasoning behind this is that the dialogs and coaching tips are meant to be managed by a business architect or a manager. That persona may or may not know about the application and may select an incorrect ruleset. That makes migration and maintenance difficult. By setting the DialogCoachingTipRS property in the application settings, an admin can control where the dialogs and coaching tips are saved. The manager or business user can then update the dialogs without having to worry about the appropriate ruleset. Please refer to Configuring dialogs and coaching tips section of the Implementation Guide.