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Adding shared rulesets

Updated on March 25, 2020

To enable sharing of data between your Pega Customer Service and Pega Sales Automation applications, add the implementation rulesets from one application to the other. The implementation rulesets are created by the New Application wizard for a new application.

This procedure is required only if you are sharing data and service requests between two or more applications in the Pega Customer Relationship Management suite.

Add only the rulesets that you want to expose in the other application. The lead system architect (LSA) or project architect can provide guidance on what functionality is included in each ruleset.

Add these rulesets at the bottom of the ruleset stack so that you do not override your application's implementation rulesets. When you want to overwrite your application's rulesets, use an integration ruleset as described in Creating integration rulesets.

  1. View the implementation rulesets created for each of your applications.
    1. Log in to each of your applications in Dev Studio.
    2. Click Application menuDefinition.
    3. In the Application rulesets section, note the implementation rulesets created for each application.
  2. Add the implementation rulesets from your Pega Sales Automation application to the bottom of the ruleset stack for your Pega Customer Service application.
    1. Log in to your Pega Customer Service application in Dev Studio.
    2. Click Application menuDefinition.
    3. In the Application rulesets section, click Add ruleset to add Pega Sales Automation rulesets to the bottom of the ruleset stack, and then click Save.
  3. Add the implementation rulesets from your Pega Customer Service application to the bottom of the ruleset stack for the Pega Sales Automation application.
    1. Log in to the Pega Sales Automation implementation application in Dev Studio.
    2. Click Application menuDefinition.
    3. In the Application rulesets section, click Add ruleset to add Pega Customer Service rulesets to the bottom of the ruleset stack, and then click Save.

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