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Creating a new ruleset for the self-service application

Updated on July 14, 2020

Create a custom ruleset for the Pega Customer Service self-service application to customize your self-service application to meet your business needs.

To create the Self-Service application on top of the Customer Service Self-Service application, perform the following steps:
  1. Log in to your Pega Customer Service application with administrator credentials.
  2. To create a new ruleset for the self-service application, complete the following steps:
    1. In the navigation pane of Dev Studio, click Records > SysAdmin > RuleSet.
    2. Click Create.
    3. In the Create Ruleset Version page, enter an appropriate ruleset name in the Ruleset Name field.
      The Version and Description fields are auto-populated with default values, which you can edit if necessary.
    4. Click Create and open.
    5. Click Save.

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