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RexDeJong Member since 2011 5 posts
Achmea
Posted: 3 years ago
Last activity: 3 years 3 months ago
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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***

Decision Management
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Posted: 3 years ago

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


 

Posted: 3 years ago

It's Pega Marketing 7.22 on Pega 7.2.2.
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