Pega Marketing Portal, revision management and creating rules outside revision
Hi,
When using revision management in Pega Marketing, a tab is added in the Marketing portal. From the Marketing Portal, you can use revisions perfectly fine :)
I am wondering why it is still possible to add strategies via the menu "Intelligence - Strategies". These strategies will end up in the artifacts ruleset, outside of the revision.
My questions are:
Is this intended?
Should we configure something to let the menu options disappear?
How does the creation of a strategy during the creation of a campaign relate to this?
I added a screenshot showing context for the questions, red circles indicate the questions :)
This is in Pega Marketing 7.22
Regards,
Rex
***Moderator Edit: Vidyaranjan | Added additional content shared by user as a comment, to issue description***
Pegasystems Inc.
GB
Hi,
What version of the platform are you running on?
If Pega Marketing 7.22 on platform 7.2.2 any new rule creation (so a new strategy from the intelligence panel) should be created within a revision context.
If Pega Marketing 7.22 on platform 7.2.1 any new rule creation (so a new strategy from the intelligence panel) should be prevented if check in / check out enabled.
So if you can confirm version I should be able to help you better.
Cheers, Alex
Achmea
NL
It's Pega Marketing 7.22 on Pega 7.2.2.