Question
Plexus Tech
ES
Last activity: 6 Feb 2021 13:16 EST
Pega Marketing. Segment Rule. Add the reference to a new entity of the data model
Hi, Someone can help me.
I don't know how to include the reference to a new Entity from my data model in the Entities list that is displayed when you add a new criteria for segmenting the audience into a Segment Rule.
In the attached image you can see what I need to do.
Pegasystems Inc.
US
In order to access this new entity in your Segments you'll need to configure an association to it from the Bookings entity. Based on the screen shot it looks like this has been done for the Segments and Passenger entities on your system.
Here is a document with information on how to configure this association: https://community.pega.com/knowledgebase/articles/pega-customer-decision-hub-implementation-guide/85/adding-associated-customer-entities
Thanks,
Updated: 31 Jan 2021 4:05 EST
Plexus Tech
ES
Hi @AmyRohe
I created the Association as you told me from the Booking Entity, but the data fields of the new Entity do not appear. Do I have to run any refresh somewhere?
In the Association Booking: the Customer and Booking Entities are related by the CustomerID field.
In the Association SurveyCustomerJwt: the Booking and SurveyCustomerJwt Entities are related by the CustomerID field.
What else do I need to do to have surveyCustomerJwt Entity data fields displayed in the list of Criteria Condition Data Fields in the Segment Rule?
In the attached images you can see the development and all the information about the feature class that I need to relate.
thank you very much for the help
Pegasystems Inc.
US
Could you please explain a bit further what you are trying to achieve and what is not working? I'm not sure I'm following the issue as you've described it.
I see you have a Bookings entity and it has two associations that are displayed in the tree. Are the fields for these entities (Segments and Passengers) displayed when the entity name is selected? Or are you trying to add a third entity that is a sibling to Segments and Passengers and having an issue with that?
If you could illustrate what you are expecting that would be helpful.
Thanks,
Updated: 3 Feb 2021 3:57 EST
Plexus Tech
ES
Hi @ROHEA,
sorry, I think that I've explained myself very badly. I'll tell you what I have and what I want to achieve.
I created a new data Class rule named "AE-MKT-Data-Surveys" which is linked to a table from the data model (bbdd) and it contains the following list of properties or data fields: CampaignName, Version, Active, CreateOn, CustomerID, SegmentID, DeadlineDays, and JwtData.
I want to be able to use the data fields of the "AE-MKT-Data-Surveys" Entity in a Segment Rule when I use the "Add Criteria" functionality to filter the Customers (CustomerID) of a Campaign Audience.
Right now in a Segment Rule I can only use the data fields of the Entities: Customer, History, Bookings, Segments and Passengers, (view the attached image "list of data fields displayed in AddCriteria functionality") because they are the entities listed in the pop-up of the "Add Criteria" functionality.
The "AE-MKT-Data-Surveys" Entity can be related to the Customer Entity by the "CustomerID" data field. The "AE-MKT-Data-Surveys" Entity can be related to the Bookings Entity by the "CustomerID" data field. And also, the "AE-MKT-Data-Surveys" Entity can be related to the Segments Entity by the "SegmentID" data field.
Hi @ROHEA,
sorry, I think that I've explained myself very badly. I'll tell you what I have and what I want to achieve.
I created a new data Class rule named "AE-MKT-Data-Surveys" which is linked to a table from the data model (bbdd) and it contains the following list of properties or data fields: CampaignName, Version, Active, CreateOn, CustomerID, SegmentID, DeadlineDays, and JwtData.
I want to be able to use the data fields of the "AE-MKT-Data-Surveys" Entity in a Segment Rule when I use the "Add Criteria" functionality to filter the Customers (CustomerID) of a Campaign Audience.
Right now in a Segment Rule I can only use the data fields of the Entities: Customer, History, Bookings, Segments and Passengers, (view the attached image "list of data fields displayed in AddCriteria functionality") because they are the entities listed in the pop-up of the "Add Criteria" functionality.
The "AE-MKT-Data-Surveys" Entity can be related to the Customer Entity by the "CustomerID" data field. The "AE-MKT-Data-Surveys" Entity can be related to the Bookings Entity by the "CustomerID" data field. And also, the "AE-MKT-Data-Surveys" Entity can be related to the Segments Entity by the "SegmentID" data field.
So my question is: which Rule do I need to create in order to display the "AE-MKT-Data-Surveys" Entity and its data fields in the list displayed in the pop-up of the "Add Criteria" functionality?
you can check what I want to get in the attached image "I want to achieve".
thank you for your help and patience
Pegasystems Inc.
US
Thank you for providing more information and screen shots. Based on the 'I want to achieve' screen shot, I think you should follow the same pattern used to configure the Bookings association and the user guide information I provided above. In one of the screen shots you provided earlier it looks like the association rule for the Surveys data has a different applies to class.
Also, please be aware that in order for the data fields to be displayed for selection each property should have an entry on the External Mapping tab of the class definition.
If after reviewing the configuration of the association rule and adding the external mapping configuration you are still not seeing the Survey entity, please reach out to Pega support.
Thanks,
Plexus Tech
ES
Hi @AmyRohe
do I have to make any changes to the Context Dictionary by accessing with an application user with CDHAdmins access group?, after I have created the Association.
thank you for the help.