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Create new contact and new BU technical configuration

Updated on January 18, 2022

When a search has no results, create a new customer by clicking Create new and completing the fields on the Create New Customer screen.

The Create new button launches a CreateNewContact local action to collect details about the new individual customer. This rule has been specialized (using circumstancing) to support the customer as a business rather than as an individual. To view details about this flow action, in the Dev Studio header search text field, search for and select CreateNewContact.

Similarly, you can search for a Business on the Customer search screen. If the search has no results, create a new business unit by clicking Create new and completing the fields on the Create New Business Unit screen.

Use the Dev Studio header search text field to search for and select the CustomerSearchBusinessGrid section rule of the PegaIns-Work-ManageCustomerAccount class. On the section page, you can view the technical configuration of the Create new button. An OnClick event is defined to launch the CreateNewContact flow action.

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