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Showing only relevant fields for interaction features

Updated on March 16, 2021

To ensure that only appropriate fields can be selected for business conditions, customer composites, and customer verification, modify the appropriate data class to identify fields that should be hidden.

Pega Customer Service Implementation Guide
  1. In the header of Dev Studio, click ConfigureApplicationInventoryRelevant Records.
  2. In the Class Name field, select the class of the data source that you want to modify.
    For example: For example, if you added a source for business unit, you might select the PegaCA-Interface-BusinessUnit class.
  3. In the Type column, filter the page to show Properties only.
  4. Click the Actions menu icon to the right of the new view, and then select Mark as inactive.
    Fields marked inactive in Relevant records
    Mark fields as inactive to hide them from selection in sources
    Result: The legend to the left of the field updates to show that the field is inactive and will not appear for selection for the feature, for example, for business conditions.

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