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Adding custom attributes to treatment form

Updated on September 15, 2022

You can add custom attributes to treatment form to describe additional characteristics of the treatment.

Note: Custom attributes cannot be added to Internal Email and Internal SMS treatments.
Pega Customer Decision Hub
  1. Log in to Customer Decision Hub portal.
  2. Add new custom property to the Next-Best-Action Designer taxonomy.
  3. Update the Treatment decision data rule (DDR):
    1. Click ContentTreatments.
    2. Click Manage treatments.
      Note: This option is available only in the Web, Push, Agent assisted, Mobile and Other tabs.
    3. Click the Check out button to make changes to the Decision Data rule.
    4. On the treatment rule form, click the Form tab.
    5. In the Form fields section, review the list of properties which are available as fields on the treatment form.
    6. To add a field, click the Add field button.
    7. Enter the name of the field.
      Tip: Any new properties that you add to the form are automatically available for all previously created treatments.
    8. Optional: To remove a field, click the Delete icon next to the field you want to remove.
    9. Click Check in.
  4. Switch to Dev Studio.
  5. Add the property to the Treatment section:
    1. Search and open the custom extension section corresponding to the channel of the treatment to which you want to add the custom properties to. The name of custom extension section is of the format Custom<Channel>TreatmentElement, for example CustomWebTreatmentElement.
    2. Save the section into your implementation ruleset by clicking Save as.
    3. On the Design tab of the new section, add the property that you created.
  6. Update the <Web/Mobile/Assisted/Other>TreatmentStrategy or <Email/SMS/Push>TreatmentStrategy:
    1. Search for and open the <Web/Mobile/Assisted/Other>TreatmentStrategy or <Email/SMS/Push>TreatmentStrategy.
    2. Save the strategy into your implementation ruleset.
    3. In the Top Level SR class field, select the SR class for your implementation application.
    4. On the Strategy tab, open the <Channel> Treatment Library component.
    5. In the Decision data > Import section, clear the Decision Data field, and then re-select the <Channel>Treatments decision data rule.

      This updates the value of the Results in class field to your top-level SR class, for example, <Application>-SR class.

    6. On the Mapping tab of the component, click Remap properties, and then click Submit.
    7. Open the Join Treatment Library component.
    8. On the Properties mapping tab of the component, click Add item to add the property that you created, and then click Submit
      Tip: If the property is not visible, switch to another component, and then switch back to the Join Treatment Library component.
  7. Configure the custom property in the real-time container response. Follow step 2 onwards as described in Setting the custom property in a real-time container response.

Tags

Pega Customer Decision Hub 8.7 Decision Management

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