Can someone explain the exact difference (with scenarios if possible) between the options 'Copy from data page' and 'Refer to data page' while using a page list property.

  • mahi
    Thanks for your compliment.
    We feel, Copy from a data page would be a perfect choice in your scenario. our suggestions would be,

    1) From application I want to update this customer1 to customer2 can I do that? if yes then using what option. - Yes, you can do this with normal data transform, activity, etc.

    2) How to capture additional data. - This required fields can be configured as an additional field in UI and can be mapped to our page property using data transform, activity, etc.

    3) I am using the copy data page, then what if at a later stage I might require update data, how do I do that? It's not always that data might get changed, but if that is changed anytime, then how to get updated data in case? can this be done by removing the property and referring it again? - _If you remove your property and refer again, you will end up losing all your custom information. You can use extension points in Pega to achieve this. For eg: you can specialize OpenDefaults in your work class and can include logic to check if the actual data has any updated information than our case information. If yes, then copy the required info else skip.__
    You can explore about OpenDefaults in our post on extension points.

    If we use Refer to a data page, it always keeps overriding the information which we will not have any option to control.
    Let us know if this answers your question.

mahi
We have explained the exact difference between Copy from data page and Refer to the data page in this article with real-time examples.

Please go through the article and let us know if you need any further information on this.

    Thanks, OSP team, it was a nice post. Below are some queries which I have:

    1) I populate a page property using below data:
    Property A (page) - refer to data page
    Property B(page) - copy to data page

    From the case, i want to update the data on the property which is embedded in any of the pages? Can i do that?

    e.g
    CustomerInfo(OSP-Data-Customer)
    .FirstName - Customer1

    From application i want to update this customer1 to customer2 can i do that? if yes then using what option.


    2) There are additional fields which i want to set on the page property:
    e.g
    CustomerInfo(OSP-Data-Customer)
    .FirstName - Customer1
    .Availability - (Text field which will be input from case representative)
    How to capture additional data.


    3) If am using the copy data page, then what if at later stage i might require update data, how do i do that? It's not always that data might get changed, but if that is changed anytime, then how to get updated data in case? can this be done by removing the property and referring it again?

    Thanks, awaiting your reply.

      mahi
      Thanks for your compliment.
      We feel, Copy from a data page would be a perfect choice in your scenario. our suggestions would be,

      1) From application I want to update this customer1 to customer2 can I do that? if yes then using what option. - Yes, you can do this with normal data transform, activity, etc.

      2) How to capture additional data. - This required fields can be configured as an additional field in UI and can be mapped to our page property using data transform, activity, etc.

      3) I am using the copy data page, then what if at a later stage I might require update data, how do I do that? It's not always that data might get changed, but if that is changed anytime, then how to get updated data in case? can this be done by removing the property and referring it again? - _If you remove your property and refer again, you will end up losing all your custom information. You can use extension points in Pega to achieve this. For eg: you can specialize OpenDefaults in your work class and can include logic to check if the actual data has any updated information than our case information. If yes, then copy the required info else skip.__
      You can explore about OpenDefaults in our post on extension points.

      If we use Refer to a data page, it always keeps overriding the information which we will not have any option to control.
      Let us know if this answers your question.

        Got it..thanks 🙂

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