Pega Marketing Portal, revision management and creating rules outside revision


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



***Moderator Edit: Vidyaranjan | Added additional content shared by user as a comment, to issue description***

**Moderation Team has archived post**

This post has been archived for educational purposes. Contents and links will no longer be updated. If you have the same/similar question, please write a new post.


Keep up to date on this post and subscribe to comments

May 24, 2017 - 7:17am


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.