Question
WorldPay
US
Last activity: 23 Apr 2025 6:16 EDT
Unable to save insight
Hello,
Within app studio, I am trying to create my first insight, and when I try to save it I get the following error message... "Insight failed to save. Check console for more details." I checked my browser's console log and I didn't see any clarification on the issue there. Is there a console within Pega that I should be looking at instead? Also, is there some sort of access that I need in order save insights? If so, what access would it be, and how would I (or someone else) check to see if I have it?
Updated: 14 Apr 2025 1:59 EDT
Accenture
IN
@DavidR17297230 Hey I had a similar issue where I was doing branch development but unlocked a ruleset and tried to create a new insight. After locking the ruleset, I was able to save the insight successfully.
Updated: 23 Apr 2025 6:16 EDT
Pegasystems Inc.
GB
@DavidR17297230 please can you respond to @Arun Venkat 's suggestion?
What Pega release are you on?
What troubleshooting have you carried out?
Did you check our documentation?
Troubleshooting Insights issues
Below a GenAI-based repsonse. Sometimes error messages might not appear clearly in the console, especially if they're related to permissions rather than technical errors.
Access Requirements for Saving Insights
There are specific access permissions required to create and save insights in App Studio:
- User Role Requirements: You need to be logged in as an author or administrator.
- Rule Check Out Permission: The "Allow rule check out" toggle must be enabled in the security settings of your operator record.
- Branch Development: In some cases, you may need to have a branch created in Dev Studio with branch development enabled for that branch.
How to Check Your Access Permissions
To verify if you have the necessary permissions:
@DavidR17297230 please can you respond to @Arun Venkat 's suggestion?
What Pega release are you on?
What troubleshooting have you carried out?
Did you check our documentation?
Troubleshooting Insights issues
Below a GenAI-based repsonse. Sometimes error messages might not appear clearly in the console, especially if they're related to permissions rather than technical errors.
Access Requirements for Saving Insights
There are specific access permissions required to create and save insights in App Studio:
- User Role Requirements: You need to be logged in as an author or administrator.
- Rule Check Out Permission: The "Allow rule check out" toggle must be enabled in the security settings of your operator record.
- Branch Development: In some cases, you may need to have a branch created in Dev Studio with branch development enabled for that branch.
How to Check Your Access Permissions
To verify if you have the necessary permissions:
- Check Your Access Group:
- In App Studio, navigate to the User Management section
- Look for your operator record to see which access group you belong to
- Verify that your access group has the appropriate roles assigned (author or administrator)
- Verify Rule Check Out Permission:
- Ask your system administrator to check if the "Allow rule check out" toggle is enabled in your operator record's security settings
- This setting is crucial for saving insights as they are treated as rules in the system
- Branch Development Check:
- If you have access to Dev Studio, check if there's an active branch available for development
- If not, you might need to create one or have an administrator create one for you
Common Troubleshooting Steps
If checking permissions doesn't resolve the issue, here are some additional troubleshooting steps:
- Data Validation: Ensure that all required fields in your insight are properly filled out and formatted correctly.
- Browser Cache: Try clearing your browser cache and cookies, then log out and log back in.
- Different Browser: Attempt to create and save the insight using a different web browser to rule out browser-specific issues.
- System Administrator: If the issue persists, you may need to contact your system administrator to investigate further, as there could be system-level configurations affecting your ability to save insights.