Editing data source rules
Personalize and edit the dialogs and common phrases for the data source rules and their related fields during a customer interaction. Based on the object that you select, you might also specify the fields to be used for the summary composite.
Pega Customer Service
Implementation Guide
- In the navigation pane of App Studio, click Data to view the list of current data objects in your application.
- Click a data object for which you want to edit a data source.
- On the Settings tab, in the Data source options section, in the Data source category field, select a data source category to edit.
- In the Enable the following fields to be referenced in section,
specify whether you want the fields to be available for use in the options listed by
selecting any of the following check boxes:
- To use the fields on this page in a dialog, select
Dialog.
For more information, see Creating or editing dialogs in Configuring dialogs and coaching tips.
- To use fields listed on this page as common phrases, select Common
phrases.
For more information, see Common phrases.
- To use the fields on this page in a dialog, select
Dialog.
- Optional: To remove a pre-configured field name from the list of fields that you want to make available for common phrases or dialogs, click Delete next to any item.
- To add a field, click Add new and enter a field name from the list.
- Click Save.
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