How do I create a circumstance template in Pega?

Circumstance in Pega

Creating a circumstance template in Pega involves defining a base rule and then setting up variations of that rule to handle different circumstances. A circumstance is a situation applied to rules. The problem is based on a condition. In each situation, rule behavior will be different.

Circumstance involves creating a required condition for applying the rule. Moreover, circumstancing involves applying specific conditions to the rule.

Pega Development Guide | Two Types of Circumstance in Pega

1.Single Property (with Optional Date Property)

2.Multiple Properties (Template and Definition)

Circumstance in Pega
Circumstance in Pega


Step 1: Create and develop the Base Rule

  • The base rule serves as the generic version without any specific circumstances being applied. It’s the default rule that will be used if no specific circumstances match.
  • Ensure the base rule is thoroughly tested however, functions correctly before creating circumstances.

Example: Specifically, Suppose you have a decision table for calculating discounts. The base rule might calculate a 5% discount for all customers.

  1. Log in to Pega Designer Studio.
  2. Navigate to the base rule that you want to create a circumstance template for. This could be a decision table, a decision tree, a rule, etc.
  3. Open the rule and save it to a new version if necessary. This will be your base rule that will not have any specific circumstances applied.

Step 2: Define the Circumstance in Pega

  • A circumstance template allows you to define the properties that determine the variations of the rule.
  • You can use single or multiple properties, such as date ranges, property values, or expressions.

1.Create a Circumstance Template:

  • In the navigation panel, go to Records > Decision > Circumstance Template.
  • Click on Create.
  • Fill in the required fields:
  • Label: Give your template a meaningful name.
  • Apply to: Select the class to which this template will apply.
  • Add a key: Define the properties that will be used for circumstancing.

2.Define the Circumstance Properties:

In the template, define the properties used to determine different circumstances. For example, you might use properties like. Country, product code, etc.

Step 3: Create Circumstance Rules

  • Additionally, Circumstance rules are specialized versions of the base rule that handle specific scenarios.
  • Each circumstance-specific rule should be tailored to its specific context.

1.Create a circumstantial rule:

  •  Navigate to the base rule you want to apply
  • Click on Save As, then select Specialize by circumstance.
  • Choose the circumstance template you created earlier.
  • Fill in specific values for the properties defined in the template. For example, if your template uses “Country,” specify the country for this particular circumstance.

2.Define the Circumstance Rule Logic:

  • Modify the rule logic to handle the specific circumstance.
  • Save the rule.

3.Repeat for additional circumstance in Pega:

Furthermore, repeat the process for each additional circumstance you need to handle, specifying different values for the template properties.

Step 4: Test Your Circumstance Rules
  • Additionally, testing ensures that the input properties correctly invoke the appropriate circumstance rule.
  • Use Pega tools like the Tracer to debug  however, verify rule resolution.

1.Test the circumstances:

  • Ensure that the correct rule is selected based on the properties defined in the circumstance template.
  • You can use the Tracer tool in Pega to see which rule is being invoked for a given set of input data.
  • Run test cases with different input values to verify the correct rule is selected.
  • For example, test with a customer from the USA and ensure the 10% discount rule is applied.

2.Refine and debug:

Furthermore, refine your circumstance definitions however, rule logic as needed based on your testing results.


Creating a circumstance in Pega involves the following steps.

  1.  Define a base rule.
  2. Create a circumstance template with the properties you intend to use for circumstancing.
  3. Additionally, create circumstance versions of the rule, where you specify values for the properties defined in the template.
  4. Test the circumstances to confirm their expected functionality.
Circumstance in Pega
Circumstance in Pega

Best Practices in Circumstance in Pega

1.Modular Design:

Keep base rules and circumstance rules modular  however, and well-organized.

Avoid complex logic within individual rules; instead, break them down into smaller, reusable components.


Moreover, document the purpose and logic of each circumstance rule.

Additionally, maintain a registry of all circumstances for easier management and auditing.

 3.Version Control:

Furthermore, utilize Pega’s versioning capabilities to manage changes to rules and circumstances.

 Moreover, clearly label and version each rule to track changes over time.


Monitor the performance of frequently invoked circumstance rules.

Additionally, optimize the rule resolution process to avoid unnecessary performance overhead.

5.Error Handling:

Furthermore, implement robust error handling within each rule.

Additionally, ensure fallback mechanisms are in place if no specific circumstance matches.


By following these steps, you can manage different variations of a rule based on specific circumstance template in Pega, making your Pega application more flexible however, robust.

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