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Adding a source for business conditions or customer verification

Updated on March 16, 2021

The cyFetchDataEntities data transform contains the sources allowed in business conditions and customer verification. To add a new source, update this data transform.

Pega Customer Service Implementation Guide

The following figure shows an example of a new Business Unit source that can be selected, in addition to the default sources of Account and Contact:

New source for business conditions or customer verification
A new source appears for selection for a business condition or customer verification question

  1. In the header of Dev Studio, in the search box, search for and open the cyFetchDataEntities data transform in the @baseclass class.
  2. Click the Add a row icon.
  3. In the Action column, select Append and map to.Result: A child row is created.
  4. In the parent row, change the Target to .czDataEntities.
  5. In the child row, select .pyClassName as the Target.
  6. In the Source column, enter the source class name in quotation marks, for example, "PegaCA-Interface-BusinessUnit".
  7. Define a label for the source.
    The label identifies the source in business conditions and customer verification questions..
    1. Click the Add a row icon to add a child row.
    2. Select .pyLabel as the Target.
    3. In the Source column, enter the label in quotation marks, for example, "Business Unit".
  8. Define the internal property name to use for this source.
    1. Click the Add a row icon to add a child row.
    2. Select .pyEmbeddedPropertyName as the Target.
    3. In the Source column, enter the property name in quotation marks, for example, ".Bus unit".
      This internal property name must start with a period.

    The following figure shows a new source configured in the cyFetchDataEntities:

    Data transform for defining new sources
    Data transform for defining new sources

  9. Click Save.

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