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Extending and updating the CustomerSearchResultGrid section

Updated on May 30, 2022

After creating a custom customer class, you must extend the rules that are related to list segments. This is necessary so that your application can use customer data from your extended customer class.

CustomerSearchResultGrid is the default section that can be used to display a segment in a grid based on a segment identifier.
  1. In the Dev Studio header search text field, enter customersearchresultgrid, and then select the CustomerSearchResultGrid section from the search results.
  2. Click Save as.
  3. In the Apply to field, enter the custom customer class that you configured in Creating your customer class.
  4. In the Add to ruleset section, select your Rules ruleset.
  5. Click Create and open.
  6. Click Check out.
  7. On the Pages & Classes tab, in the Class column, replace the base customer class name with the customer class name that you configured in Creating your customer class.
  8. On the Design tab, on the Table Layout panel, click the Gear icon.
  9. Click Submit.
  10. Click Save.
    • Previous topic Defining customer contexts for multilevel decisioning in Pega Customer Decision Hub
    • Next topic Optimizing properties to speed up segment creation

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