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Modifying existing customer inquiry properties

In addition to configuring parameters and adding new properties, you can also change the label or source of a customer inquiry property, remove a property, or change the location of a property.

  1. In App Studio, open the Customer Inquiry section in Design mode:

    1. In the header of App Studio, click Preview to launch the Interaction Portal.

    2. In the header of App Studio, click New Demo Screen Pops Demo Pop - Connor , and then click Accept.

      When modifying interaction rules from App Studio, remember that the changes apply only to the currently open interaction type. In this case, the demo pop is a phone interaction, and the changes that you make will be saved to the rule for the phone channel only, for example, PegaCA-Work-Interaction-Call. To modify the Customer Inquiry for other channels, start an interaction of that type in the Interaction Portal, and then switch to Design mode.
    3. On the Account tab of the Customer composite, click the Customer Inquiry toggle to turn on the feature.

    4. In the header of App Studio, click Design to start design mode.

  2. To change a property source or label, complete the following steps:

    1. Hover the cursor over the section that contains the property that you want to edit, and then click the Edit this section icon.

    2. On the General tab, modify the Property or Label value.

    3. Click Apply.

  3. To remove a property from the Customer Inquiry section, complete the following steps:

    1. Hover the cursor over the entire Customer inquiry section, and then click the Edit this section icon, as shown in the previous steps.

    2. In the right pane, locate the section that contains the property that you want to delete.

    3. Hover the cursor over the property that you want to remove, and then click More Options icon () Delete .

  4. To change the sequence of properties in the Customer Inquiry section, complete the following steps:

    1. Hover the cursor over the entire Customer inquiry section, and then click the Edit this section icon, as shown in the previous steps.

    2. In the right pane, hover the cursor over a property that you want to move, and then drag the Reorder icon () to change the location of the property in that section.

  5. Click Exit preview.

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