Skip to main content

Create new contact and new BU technical configuration

Suggest edit Updated on May 17, 2021

When a search has no results, create a new customer by clicking Create new and completing the fields on the Create New Customer screen.

The Create new button launches a CreateNewContact local action to collect details about the new individual customer. This rule has been specialized (using circumstancing) to support the customer as a business rather than as an individual. To view details about this flow action, in the Dev Studio header search text field, search for and select CreateNewContact.

Similarly, you can search for a Business on the Customer search screen. If the search has no results, create a new business unit by clicking Create new and completing the fields on the Create New Business Unit screen.

Use the Dev Studio header search text field to search for and select the CustomerSearchBusinessGrid section rule of the PegaIns-Work-ManageCustomerAccount class. On the section page, you can view the technical configuration of the Create new button. An OnClick event is defined to launch the CreateNewContact flow action.

Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us