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Extending custom action attributes

Updated on August 3, 2022

To enable additional Action properties in Pega 1:1 Operations Manager, extend the underlying Pega 1:1 Operations Manager implementation application.

  1. Optional: If the decision data rule that corresponds to the issue and group where you want to add a custom attribute is not included in a revision, do the following steps:
    1. Log in to your Pega Customer Decision Hub application as an operator with access to Dev Studio.
    2. In Dev Studio, click ConfigureDecisioningInfrastructureRevision ManagementApplication Overlays.
    3. Click on the overlay application to view it.
    4. In the Rules available for revision management section, click Edit available rules.
    5. Select one of the following rules:
      • If you want to add a custom attribute for all issues and groups, select the top-level rule of the type Next-best-Action Model.
      • If you want to add a custom attribute for a specific issue and group, select the Decision Data rule that corresponds to the issue and group.
    6. Click Include for revision management, and then click Save.
    7. In the Pega Customer Decision Hub portal, on the Revision Management landing page, create a new change request, and include the rule that you enabled for revision management in step 1f.
    8. Click Next, and then submit the change request.
    9. Open the change request that you created, and then do the following steps:
      • If you want to add a custom attribute for all issues and groups, open the included Next-best-Action Model rule, and then click TaxonomyPropertyAdd propertyStatic.
      • If you want to add a custom attribute for a specific issue and group, open the included Decision Data rule that corresponds to the issue and group, and then click Form fieldsAdd field.
    10. Define the property according to your requirements.
    11. Complete the change request and package the revision.
  2. Log in to the Pega 1:1 Operations Manager application.
  3. Open the CustomAttributesPresent When rule and click Save as to save the rule into your Pega 1:1 Operations Manager implementation layer.
  4. Set the condition for the CustomAttributesPresent rule to true.
  5. If the custom SR property is at the top-level SR class level or at group level, save the property into the Pega 1:1 Operations Manager implementation layer and set the Applies-to class to Data-pxStrategyResult.
  6. Save the ActionCustomAttributes and NBA_ConfigurationExtAttribute sections into Pega 1:1 Operations Manager implementation layer and edit them to include additional custom attributes.
  7. To display custom attributes in the Details tab of a Pega 1:1 Operations Manager change request, save the AttributesTabInner section into your Pega 1:1 Operations Manager implementation layer with a new name for both the classes PegaMKT-Work-Ops-ChangeRequest and PegaMKT-Work-Ops-CreateOffer, and then edit it to include custom attributes on the Details tab.
  • Previous topic Extending the change request approval process
  • Next topic Extending the treatment sections in Pega 1:1 Operations Manager

Tags

Pega Customer Decision Hub 8.6 Decision Management

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