How Circumstancing rules Works in Pega 8

Today you will learn about How Circumstancing rules works in Pega 8.

Applications often need to customize behavior to match the needs of a specific situation or circumstance.

You learn how to specialize case behavior through the use of circumstanced rules and how circumstancing impacts rule resolution.


In Pega applications, you model exceptions through circumstancing. Circumstancing allows you to describe exception behavior with a set of targeted rules rather than one complex rule.

Each targeted rule configures behavior to address a specific exception. Since each rule focuses on a specific exception, application maintenance and updates are easier and can delegate to business users.

Circumstance Rule:

To circumstance a rule, you start by creating a base rule to define the expected behavior. Pega uses the base rule unless a circumstanced version is more appropriate.

  • On the base rule, in the header tab, select Save as > Specialize by circumstance.
  • The New Record form opens with two circumstancing options: Template and Property and Date.

circumstancing rules pega

Circumstance Types:

You can circumstance a rule according to the value of one or more conditions. If one the circumstancing conditions is satisfied, the application uses the corresponding rule variant. Otherwise, the application uses the base rule.

Single value: (Property and Date)
  • You specify the property to evaluate a comparison value when circumstancing a rule.
  • If the value of the property matches the specified value for a case, the application applies the circumstanced variant of the rule, rather than the base rule.

single variable circumstancing

Note: The Value must be entered within quotation marks.

Multiple value: (Template)

Multiple value circumstances are based on a circumstance template and circumstance definition.

  • Circumstance template: It defines the properties on which to circumstance a rule.
  • Circumstance definition: It defines the combination of conditions in which a property uses a variant of a rule.

Navigation: Records > Technical > Circumstance Template / Circumstance Definition

Circumstancing template pega

pega circumstancing template

circumstancing definition rule

circumstancing definition logic

In the Template filed, select the appropriate circumstance template.

In the Definition filed, select the appropriate circumstance definition.

circumstancing multi variate

Date property:

The value of the date property satisfies the circumstancing condition. if the value of the property is later than the specified date or falls within the range of dates.

circumstancing date pega

To circumstance by date, use the following table to configure the circumstancing condition to meet various business requirements.

Business requirementSpecify date propertySpecify start dateSpecify end date
Rule to be effective only if the value of the specified date property occurs within a date rangeYesYesYes
Rule to be effective only if the value of the specified date property occurs after a certain dateYesYesNo
Ruuuuule to be effective only with a date rangeNoYesYes
Rule to be effective only after a certain dateNoYesNo

To view the circumstancing condition for a rule, locate the rule in the Application Explorer.

circumstancing rue navigation in pega app explorer

You can also review the circumstancing condition for a rule by clicking the Circumstanced link in the rule header.

circumstancing condition view in the link header

Hope you will learn something about How Circumstancing rules works in Pega 8.

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