Update template files on PEGA without having to edit in the dev environment

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Hi,

Currently, when needing to update template files (word, excel) we must be updated in the development environment.
So, Is there a way to directly update the template file without having to go into the development environment to edit it ?

Because the number of template files is large and the end user wants to be able to edit it without having to rely on the developer

My idea is to have a function on the screen to select the template need to update and upload it directly.

Please reply to this.

Thanks

2

@PhongH25 you can update the template files without going into the development environment. You can create a new ruleset in which you save the Word or Excel template rule. This ruleset should be unlocked, and you can modify the template rules in the unlocked ruleset. However, please note that the Word Template rule (Rule-Template-Word) is locked in the Production Environment and cannot be delegated. You can create a function on the screen to select the template that needs to be updated and upload it directly.

:warning: This is a GenAI-powered tool. All generated answers require validation against the provided references.

How to customize Word Template rule in User Portal.