View source for Intent Task, Category, Data Source and Driver

{{Design pattern|Title=Intent Task, Category, Data Source and Interaction Driver|Description=Relationships between rule types in Pega Customer Service|Version=8.5|Applications=Pega Customer Service|Capability Area=Interaction Management|Owner=Keshavan, archana}}

This article describes the relationship between the following rule types in Pega Customer Service: Intent Task, Category, Data Source and Interaction Driver.

Intent Task rules are custom rules in Pega Customer Service that are used to configure the launch of a service process. Intent Tasks are associated with a Category, and a Category is the grouping for Intent Tasks. 

Categories are associated with a Data Source. The mapping between a Category and a Data Source is done in the Interaction Driver rule. The Interaction Driver defines the relationship between the Category and the Data Source, along with the When condition that determines when the Category will be displayed and the behavior of the Category.

A Data Source is a placeholder that points to a source of data. A Data Source can either be a data page or a clipboard page. The class in which an intent task is created is the class to which the Data Source points. 

The following figure shows an example of the relationship between these rule types based on the Interaction Driver rule in ''PegaCA-Work-Interaction'': 

[[File:InteractionDriver1.png|frameless|609x609px]] 

Account Category is associated with the ''account'' data source. The ''account'' data source is sourced from a page that belongs to the ''PegaCA-Interface-Account'' class . 

[[File:Datasource1.png|frameless|974x974px]] 

An intent task that is created in the ''PegaCA-Interface-Account'' class gets associated with the category to which the ''account'' Data Source is mapped in the Interaction Driver rule, which in this case is Account Category. 

''CAMakePayment'' is an intent task created in the class ''PegaCA-Interface-Account'', as shown in the following figure: 
[[File:IntentTask1.png|none|thumb|760x760px]]

When we click '''Add Task''' in the Interaction Portal, we see the Intent Task for '''Make Payment''' in the '''Account''' category:

[[File:AddTask1.png|frameless|725x725px]]

For more information, see "Interaction types, driver categories, and tasks" in [https://community.pega.com/knowledgebase/articles/pega-customer-service-implementation-guide/85/interaction-channels Interaction channels].