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Configuring properties for use in engagement policies and proposition filters

Suggest edit Updated on November 16, 2021

To make a property or When rule available for use in an engagement policy or proposition filter, define it as a Relevant Record for your primary context class, which by default is your Customer class.

  1. Log in to your application as a user with the your application:CDHAdmins access group.
  2. Click ConfigureApplicationInventoryRelevant Records.
  3. Specify your customer class and click Add records.
  4. Add all properties which should be available for use as eligibility criteria.
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