SR Properties
Strategies & Classes
Engagement Policies
Best Practices
100

Custom Attributes (SR properties) on Action forms are built in this class

What is the DX-SR class

100

Trigger_NBA_TopLevel should be modified for this use case

What is 'never'

100

This is the primary purpose of the work on the Action's Engagement policy tab

What is 'to qualify the customer for the action'

100

this best practice is that of leaving notes on a strategy canvas to guide a (future viewer) through the workings of your strategy.

What is 'annotation'

200

Custom Attributes (SR properties) on Treatment forms are built in this class

What is Data-pxStrategyResults

200

The point in Trigger_NBA_TopLevel where customer data from the CIC is mapped.

What is 'as it enters the customer embedded strategy'

200

This method of creating engagement policies is preferred to the use of WHEN rules.

What is 'directly referencing a property and its target value on the UI'

200

This practice refers to a method that should be used only when necessary when creating a WHEN rule.

What is 'using the Advanced tab'

300

SR Properties in the DX-SR class are created here

What is NBAD, Taxonomy tab

300

I have a customer with five policies.  I have one secondary context action.

The is the number of SRs I will evaluate in the embedded Product strategy on Trigger_NBA_TopLevel.

What is 'five'

300

This rule, created on the engagement policy tab in an action, allows the user to evaluate criteria over multiple records in a page list.

What is 'a conditional statement'

300

Per Pega, this is NOT an appropriate use of Treatment Eligiblity.

What is 'putting additional exclusions in treatment eligibility'

400

SR Properties in the Data-pxStrategyResults class are created here

What is Dev Studio

400

This reason is why Extension Points are no longer delivered OOTB empty, but rather contain pre-configured code

What is 'to support Customer Profile Viewer test mode'

400

When creating WHEN rules, putting the criteria on this tab is recommended to improve transparency to the Citizen Developer.

What is 'the conditions tab'

400

This practice of updating should be avoided for rules or other content that were created via CDH or Ops Mgr UI

What is 'updating the rule in the background'

500

This setting, when creating a property in the DX-SR class, means that its value will be set on the action form

What is Static

500

The class in which strategies using IH summary data for engagement policies is mapped.

What is 'CNO-DX-Data-Customer class'

500

WHEN rules were traditionally used to apply the same policy across actions.  This feature has a similar affect when the taxonomy is properly aligned.

What is 'placing conditions at the issue/group level'

500

This practice happens when you put work into a previously unused extension strategy for the first time, to make the strategy multi-app compliant.

What is 'if there is no DDRC_DX version, save as and create it.  Put your work in the DDRC_DX version'