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The use of a refresh strategy is optional but strongly recommended for data pages to prevent users from viewing
and acting upon stale data.
Refresh strategies
The refresh strategy for a data page defines one or more conditions for testing whether the contents of a data
page are considered stale and need to be reloaded. When a user accesses a data page, Pega Platform checks
the refresh conditions configured for the data page. If a page meets at least one of the conditions, Pega Platform
reloads the page contents from the specified data source.
Designing a data page refresh strategy requires balancing processing effort against the chance that a data
page contains stale data, especially for a page with the scope set to Thread. Always consult with project
stakeholders to determine acceptable limits on performance impacts and stale data before configuring a refresh
strategy.
In a data page record, the Load management tab provides developers with three options for configuring a refresh
strategy for a read-only data page.
For example, travel reservation populates a data page with seating information for the flight selected by a
customer. Select Reload once per interaction to update the data page every time the customer accesses the page,
to ensure that the seating information is as current as possible.
For example, a data page contains pricing and volume information for a specified security. After the trading day
ends, the price and volume remain constant until trading resumes on the next business day. To prevent unneeded
refreshing of the data page, configure a condition to prevent Pega Platform from reloading the page after the
trading day ends and before the next trading day begins.
For example, an employee onboarding case allows a manager to assign a seating location to a new employee.
An inventory of seating locations with the status of each location is stored in a database table and filtered to
populate a data page with available seating locations at the branch office specified in the onboarding case. The
data page is parameterized to maintain an instance for each branch office. Stakeholders are confident that
refreshing the page every minute is enough to avoid duplicate selections by managers.
Consider the frequency of data changes to design a refresh strategy that minimizes the processing burden due to
reloading data pages. A data page containing pricing data, such as an ecommerce online shopping company,
must be refreshed every second of the day to reflect a change in price. A data page listing automobile makes and
models may only need to be refreshed every 30-60 days.
Pega Platform never refreshes a data page more than one time per interaction, regardless of how the data page
refresh options are configured.
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Refresh strategies for data pages -- Thu, 06/04/2020 - 09:42
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