Technical considerations for configuration sets
Configuration sets provide tools for run-time users to flexibly adjust application behavior in a no-code way. When you create configuration sets, considering crucial technical aspects can help you deliver an application that precisely targets business objectives. Additionally, configuration sets minimize custom rule overrides, so that maintaining and upgrading your application is more convenient.
When you create a configuration, in the background the system creates a property whose value users can adjust at run time. You can also create a decision table to calculate the value automatically. When you move your application to the production environment, ensure that the rules that include configuration sets and decision tables are final. As a result, you ensure that users cannot edit the rules, and avoid future upgrade issues caused by custom rule overrides. For more information, see Setting rule status and availability.
One configuration set per feature
For efficient and transparent organization of resources, ensure that one configuration set includes configurations that define one feature. For example, in a financial application, you can create a configuration set that gathers configurations that define the application UI, and another set for configurations related to account policies and limits. At run time, an application displays each configuration set on a separate tab. By collecting related configurations in one set, you help users quickly find the configuration that they need to edit, as in the following example:
Impact of access groups on the run-time experience
An application user's access group defines the actions that the user can perform on configurations at run time in the following ways:
- Users with the ApplicationName:Administrators access group can view, edit, and delete values for configurations.
- Users with the ApplicationName:Managers access group can view and edit values for configurations.
- Users with the ApplicationName:Users access group can view values for configurations.
The user access group also impacts the editing of decision tables at run time. Only users with the ApplicationName:Administrators access group can view and edit decision tables in the configuration sets. For users with other access roles, you must first edit their access groups by adding the PegaRULES:ViewConfigTable privilege to view decision tables, and the PegaRULES:EditConfigTable privilege to edit decision tables. For more information, see Adding a role to an access group.