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Enabling settings for business conditions (Pega Customer Service)

Updated on March 14, 2022

To ensure that business conditions are created for relevant categories and that they are applied to the suggested cases, enable the settings for the RelevantRecordCategories and EnableBusinessConditionsToConfigureSuggestedCases rules. These settings are disabled by default when you upgrade your application.

For more information about business conditions, see Business conditions.

Pega CRM for Communications 8.7 Feature Adoption for Pega Cloud
If you are using an industry application, complete this procedure in the industry implementation application.
  1. In the header of Dev Studio, click ConfigureSystemReleaseToggles.
  2. To ensure that the business conditions are created, follow these steps:
    1. On the Toggle Management page, in the Identifier column, search for RelevantRecordCategories.
    2. In the When rule column, click pzToggle-RelevantRecordCategories.
    3. On the When rule page, ensure that the Is Toggle Enabled using field has a value of PegaRULES and in the drop-down list, you select RelevantRecordCategories.
    4. Click Save.
  3. To ensure that business condition are applied to the suggested cases, follow these steps:
    1. On the Toggle Management page, in the Identifier column, search for EnableBusinessConditionsToConfigureSuggestedCases.
    2. In the When rule column, click Toggle_EnableBusinessConditionsToConfigureSuggestedCases.
    3. On the When rule page, ensure that the Is Toggle Enabled using field has a value of Customer Service and in the drop-down list, you select EnableBusinessConditionsToConfigureSuggestedCases.
    4. Click Save.
  • Previous topic Adopting customer search (Pega Customer Service)
  • Next topic Adopting customer verification (Pega Customer Service)

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