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Creating an implementation application without a framework application

Updated on March 25, 2020

If your organization does not require a framework application, complete this procedure to create the implementation application. Otherwise, follow the instructions in Creating the framework application and implementation applications.

  1. To create a new operator ID for running the New Application wizard, complete the following steps:
    1. Log in to Dev Studio by using the operator ID [email protected] and the password that you specified for that operator.
    2. Save a copy of the existing [email protected] operator, and give it a name that identifies it as an Application Setup operator.
    3. Add the PegaCS:AppSetup access group to the new operator record, and then click the radio button to the left of the access group to select it as the default access group.
      When this access group is selected as the default access group for an operator, the New Application wizard opens when the operator logs in.
    4. Save the new operator.
  2. Log in as the Application Setup operator.
  3. Follow the steps in the New Application wizard to create the new implementation application:
    1. On the Are you ready to build a new application page, the built-on application is selected for you, based on the operator access group. Click Continue
    2. On the Select service request bundles page, select your lines of business, and then click Continue.
      Each bundle includes service request types and data types related to that line of business.
    3. On the Service requests page, select the service request types required for your business, and then click Continue.
      The New Application wizard automatically selects the service request types associated with the selected bundles.
    4. On the Data types page, select the data types required for your business, and then click Continue.
      The New Application wizard automatically selects the data types associated with the selected bundles.
    5. On the Select interaction channels page, select the interaction channels that your business supports, and then click Continue.
      For each selected channel, the New Application wizard creates the relevant interaction classes and drivers in the new implementation application. To edit the interaction classes and drivers after you create the implementation application, see Configure interactions settings.
    6. On the Customer Decision Hub page, select Enable Customer Decision Hub if your organization uses Customer Decision Hub features for next best action suggestions and suggested replies.
    7. On the Name your application page, enter the name of the application, and then click Advanced configuration.
    8. In the Organization settings section, enter the Organization name, Division name, and Unit name for this application.

      The New Application wizard creates the application class structure for you based on the organization settings that you enter. For more information, see Class layers and class hierarchy and inheritance.

      If you have not already defined the organization entities (for example, if you have not already defined the division), type the name of the new entity in the appropriate field. The application saves the new values when you create the new application.

    9. Click Save, and then click Create application.
      Result: The New Application wizard creates the application.
  4. Optionally, create operators for the new application:
    1. Select a user and their role.
      Each role corresponds to an access group that is part of the new application.
    2. Click Add.
  5. To open the new implementation application, click Go to app.
    The new implementation application opens in App Studio.
What to do next: After you create your implementation application, enable and extend configurable functionality and features to meet your business needs.
  • Previous topic Creating an implementation application on top of a framework application
  • Next topic Configuring application settings

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