Question

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

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Pega
May 24, 2017 - 7:17am

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

 

May 29, 2017 - 6:40am
Response to BURTA

It's Pega Marketing 7.22 on Pega 7.2.2.