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Circumstancing Rules on a single variable

2 Tasks

10 mins

Visible to: All users Applies to: Pega Platform '25
Intermediate
Enterprise Application Development
Dev/Designer Studio
Low-Code App Development
User Experience
Constellation
English

Scenario

TGB sends an email to a candidate to extend an offer of employment. TGB company policy gives the candidate 72 hours to respond to the offer. However, Canadian regulations require that a company allow five business days for a resident of Canada to respond to an offer.

Customize a version of the offer letter email to send to Canadian candidates to inform the candidate about the response time frame of five business days.

Note: The five-day Canadian regulation is included for challenge purposes only.

The table below provides the credentials you need to complete the challenge.

Role User name Password
Senior System Architect SSA@TGB pega123!
Note: This challenge does not have a demo video. Please refer to the Detailed Tasks for step-by-step instructions to complete the challenge.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Create a circumstanced version of the Offer Letter correspondence Rule

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter SSA@TGB.
    2. In the Password field, enter pega123!.
  2. In Dev Studio, open the Candidate Case Type.
  3. Select the Send Offer Letter Step.
  4. Select and open the Offer Letter Correspondence template.
  5. In the pop-up, select the OfferLetterEmail Rule.
  6. Click Save as > Specialize by circumstance.
  7. Configure the circumstancing Rule as seen in the following image.
    Circumstanced Property
  8. Create and open the Correspondence: Offer letter Rule form to edit the text.

2 Define the behavior for the circumstance

  1. Update the text of the email to read as follows:

    Dear <<.Candidate.pyFullName>> ,

    We are pleased to offer you the position <<.Position.JobTitle>>, reporting to <<.Position.Manager>>, at a starting salary of <<.OfferedSalary>>.

    Please inform us of your intention to either accept or reject this offer within five business days.

    We are excited to have you join our organization and look forward to working with you. If you have any further queries, please do not hesitate to contact us.

    Regards,

    <<.Position.Recruiter>>

  2. Save your changes to the circumstanced Rule.


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