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Creating file templates

Updated on September 15, 2022

To create a new template for file exports, complete the following steps:

Pega Customer Decision Hub
  1. In the Pega Customer Decision Hub portal, click ContentTreatments.
  2. On the Treatments landing page, click CreateFile.
  3. Enter a description of the template.
  4. Select the issue and group for storing the output template rule.
    To create the rule at the top level of your next-best-action business structure, leave the Issue and Group fields empty. The level at which you create the template determines the attributes (action details) that are available for use within the template.
  5. Click Create and open.
  6. Provide the following information:
    1. In the Repository name field, enter the name of the repository where you want to store the file.
    2. In the File path field, enter the path on the repository where you want to store the output file, and the name of the file where you want to store the output content.
      The format for the file path and name is /folder/filename. The file name that you provide is automatically extended with a unique identifier.
      For example: actions/output/mailing-list-kjssbwuamqoo91335643959855560.csv.
      Note: If you configure multiple output templates, each file should have a unique name.
  7. Specify whether you want to finalize the template after action initiation.
    By finalizing a template after the action initiation phase of an outbound run, you ensure that all data in the file is the result of a single run. If you want the data from multiple runs to be written to the same file, leave this option unselected.
  8. If you chose to finalize the template after action initiation, select Include run ID in the file name if you want the file name to include the run ID for easier identification.
    For example: actions/output/mailing-list_PR1-kjssbwuamqoo91335643959855560.csv.
  9. Specify whether you want to include the date and time in the file name when you finalize the template.
    When the template is finalized, the name of the output file includes the date and time configured in the MKTFileNameDateMask dynamic system setting. By default, the format is YYYY-MM-DD-hhmmss
    For example: actions/output/mailing-list_PR1_2020-02-03-111609-kjssbwuamqoo91335643959855560.csv.
  10. In the Delimiter type field, select the delimiter for the output CSV file.
    Use a delimiter which is recognized by the target repository for the file. Common delimiters include commas (,) and semicolons (;).
  11. Optional: If you want to encrypt the target file, in the Advanced section, select Enable data protection, and then provide the required public key.
    File encryption uses the Global Resource Settings feature to reference secrets from an external system. For more information, see Configuring dynamic references to external systems by using the Global Resource Settings feature.
  • Previous topic Configuring an action flow to write information to an external system
  • Next topic Creating database templates

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