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Circumstancing Rules

1 Task

10 mins
Pega Platform '26
Visibile a: All users Applies to: Pega Platform '26
Intermediate
Enterprise Application Development
Dev/Designer Studio
Low-Code App Development
User Experience
Constellation
Inglese

Scenario

You are a Solution Builder at TGB responsible for configuring correspondence rules that adapt to different business contexts. TGB sends key communications, offer letters to candidates and onboarding welcome emails to new employees, that must be tailored based on regulatory and HR requirements.

TGB normally gives candidates 72 hours to respond to an employment offer. Canadian regulations require a longer window of five business days. You will create a circumstanced version of the offer letter correspondence rule that applies specifically to Canadian candidates and reflects this extended timeframe.

In addition, TGB sends onboarding welcome emails that include start dates and required paperwork reminders. HR requires these emails to reference the correct tax document based on the country and contractor status of each employee. You will build a circumstance template, define circumstance definitions for each combination, and specialize the Welcome email accordingly. 

Note: This challenge has been configured with Single sign-on (SSO) using your Pega Academy credentials. If you are not automatically signed in to the challenge environment after initializing the instance, you may use the credentials provided.

The following table provides the credentials you need to complete the challenge:

Role User name Password
Solution Builder SSA@TGB pega123!

After completing this challenge, you should be able to: 

  • Circumstance a correspondence rule on a single property.
  • Create a circumstance template using multiple properties.
  • Define circumstance definitions using a circumstance template.
  • Specialize a correspondence rule for multiple circumstance conditions.

Per completare questa operazione, è necessario avviare la propria istanza PegaChallenge.

L'inizializzazione può richiedere fino a 5 minuti, ti preghiamo di pazientare.

Detailed Tasks

1 Circumstancing Rules

Solution Builder Advanced circumstancing rules doc journey

Use the technical documentation linked in the Journey map above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.

Acceptance criteria

Task 1: Create a circumstanced version of the offer letter correspondence rule

  • The OfferLetter correspondence rule under Candidate case type is circumstanced using the property .Candidate.pyCountryCode with value CAN.
  • The circumstanced OfferLetter rule contains the following email body verbatim:

    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>>

Task 2: Create a circumstance template

  • A circumstance template named ContractorStatusAndCountry exists, applied to the TGB-HRApps-Work-Onboarding class.
  • The template includes the following properties:
    Property Label
    .Employee.Contractor Contractor
    .Employee.pyCountryCode Country by Code

Task 3: Create circumstance definitions

  • Three circumstance definitions are configured using the ContractorStatusAndCountry template, applied to TGB-HRApps-Work-Onboarding:
    Label Contractor Country
    USContractor true USA
    USEmployee false USA
    GBEmployee false GBR

Task 4: Circumstance the Welcome email

  • The WelcomeEmail correspondence rule under Onboarding case type is circumstanced three times, once per definition, associated with the Send Welcome Packet Step of the Onboarding Case Type.
  • Each circumstanced version references the correct tax document along with Passport:
    Circumstance Tax document referenced
    USEmployee W-4
    USContractor 1099
    GBEmployee P45

Directions

  1. In the Pega Platform 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. Navigate to the Send Offer Letter Step in the Candidate Case Type and open the OfferLetter correspondence rule.
  3. Use Save as > Specialize by circumstance to create a circumstanced version based on .Candidate.pyCountryCode with value CAN.
  4. Save your changes.
  5. Open the circumstanced OfferLetter rule and update the email body as detailed in the Acceptance criteria.
  6. Save your changes.
  7. Create a new Circumstance Template labeled ContractorStatusAndCountry, applied to the TGB-HRApps-Work-Onboarding class, with the properties defined in the Acceptance criteria.
  8. Save your changes.
  9. Using the ContractorStatusAndCountry template, create the three circumstance definitions as detailed in the Acceptance criteria.
  10. Save your changes.
  11. Navigate to the Send Welcome Packet Step in the Onboarding Case Type and open the WelcomeEmail correspondence rule.
  12. Use Save as > Specialize by circumstance three times, once per circumstance definition, and update each version with the correct tax document as detailed in the Acceptance criteria.
  13. Save your changes.

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