I have a requirement to refresh the left pane of an Interaction case when a Service case is instantiated from it. This is needed to ensure that a conditionally visible tab in the Interaction case’s left pane is displayed immediately after the Service case is created. Do you have any suggestions on how I can achieve this refresh behavior? or Is there any option to manual refresh the left pane while working on a case? I tried using a local action, but I could not find a way to refresh the left pane. The only alternative ways I found to refresh the case are refreshing the browser or closing and reopening the case.
Screenshot showing an Interaction case and a Service case (e.g., Address Change) that has been instantiated from the Interaction case.
You can try invoking the RefreshComposite Data Transform when the Service case is created. Set Refresh Summary = true and reload any required data pages. This should refresh the parent Interaction context and re-evaluate the conditional visibility rules for the left-pane tab. Currently, there is no standard option to manually refresh only the left pane while remaining on the case.
Thanks for the response! I tried this approach to refresh the interaction when initiating a service case from the interaction. However, I’m still unable to see the refreshed left pane in the interaction. I also tried triggering the refresh from the same case level, but that didn’t work either.
One interesting observation I made while testing is that when the visibility condition on the left pane tab is configured using the “Custom Condition” option (instead of a When rule), the left pane gets refreshed automatically and displays correctly when the condition is met. But we cant use custom condition in some scenarios
