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Configuring Interaction Portal tabs

Updated on March 25, 2020

When creating a Pega Customer Service application, you can add or modify the tabs located in the composite. The composite uses standard Pega Platform user interface elements. To create a new tab, create a section containing the information that you want to see. Once you create a section, add it to the composite.

  1. In the Interaction Portal, click Live UI and determine the section used to display composites.
  2. Click the Open rule in Dev Studio icon to open that rule in Dev Studio.
  3. In the Application Explorer, locate the section that you want to add.
  4. Drag the section into the section where you want it to appear.
  5. Click Save as.
  6. Save the rule to the default Applies to class and ensure that the ruleset is for your application.
  7. Click Create and open.
  8. Click Save.

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