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Defining drag and drop

Updated on April 22, 2022

CSRs can drag and drop the call control panel to any location on the Pega desktop during a call interaction. The default mechanism of the drag-and-drop feature is HTML drag. If you want to use jQuery drag instead of HTML drag, you can override the default settings of the HTMLDrag and JQueryDrag when rules in your application layer.

HTML drag is the drag-and-drop functionality for HTML 5. In jQuery drag, you use a third-party jQuery to move the position of the call control panel. HTML drag is for use in development and staging environments because it is faster than jQuery drag. jQuery drag is for use in production environments because it provides an improved user experience during the drag-and-drop process. Depending on your business requirements, enable the appropriate drag type.
Note: Ensure that you enable only one of the drag types and disable the other. If both drag types are enabled or disabled, CSRs can expand and collapse the call control panel but cannot move its position on the Pega desktop.
  1. In the navigation pane of Dev Studio, click RecordsDecisionWhen.
  2. To enable or disable HTML drag, in the Name column, click the Filter icon, and then, depending on the drag type that you want to enable or disable, in the Search Text field, enter HTMLDrag.
    Result: The rules list displays the HTMLDrag rule.
  3. Click HTMLDrag.
  4. On the Advanced tab for the rule, specify whether you want to enable to disable the HTML drag type:
    • To disable HTML drag, set the rule to evaluate to false.
    • To enable HTML drag (if you have disabled it previously), set the rule to evaluate to true.
    For more information about the configuration of when rules, see Creating a when rule.
  5. To enable or disable jQuery drag, in the Name column, click the Filter icon, and then, depending on the drag type that you want to enable or disable, in the Search Text field, enter jQueryDrag.
    Result: The rules list displays the jQueryDrag rule.
  6. Click jQueryDrag.
  7. On the Advanced tab for the rule, specify whether you want to enable to disable the jQuery drag type:
    • To disable jQuery drag, set the rule to evaluate to false.
    • To enable jQuery drag (if you have disabled it previously), set the rule to evaluate to true.
    For more information about the configuration of when rules, see Creating a when rule.
  8. Confirm your updates by clicking Save.

Tags

Pega Call 8.6

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