Rule in pega

Rule in pega DEFAULT

Creating a rule

  • In the Label field, enter a short description in the form of a sentence that describes the purpose of the record.

    As a best practice, use up to 30 characters. Pega Platform appends rule information to the rule name you enter to create the fully-qualified name.

  • Optional:

    To manually set the name key part of your record to a value that is different from the default, in the Identifier field, click Edit, and then update the name.

    The default value of this field is To be determined. The system automatically populates this field with a read-only value based on the sentence that you enter in the Label field. The system ignores spaces and special characters.

    If you manually change the Identifier value, the system no longer autopopulates this field after you provide a new value in the Label field.

  • In the remaining fields, specify additional key parts for your record.

    The number of key parts, types, and restrictions varies by record type. As a best practice, start each key part with a letter and use only letters, numbers, and hyphens.

  • Optional:

    To include all other configuration options supported by this record type, click View additional configuration options.

    These options vary by record type and only appear for records that support Quick Create options. By using the Quick Create option for certain rule types, you can create rules directly in the Create dialog without having to open the rule form. Rule types with this option include properties, field values, when conditions, flows, and activities.

  • Sours:

    Common rule types and their neighbors


    Choosing the right rule type makes your application smaller, easier to learn, and easier to maintain. This article introduces some less familiar rule types that you may find valuable but might have overlooked.

    Suggested Approach

    Which rule types do you use most?

    Process Commander contains more than 80 rule types (like Rule-Obj-Flow) and 20 administrative data classes (like Data-Admin-Organization).

    Some of these rule types, classes, properties, RuleSet names, activities and flows, for examples, are used in every application I've seen built. Others rule types have a special, narrow function and are useful only in settings that match that function. Most developers will never need Rule-Service-COM, but it is there when we do.

    This article suggests some "neighbors" of familiar rule types and data classes that you may not use often, but which might offer just the right capability for your need. Choosing the most appropriate rule can:

    • Make your application smaller (requiring fewer rules) - even elegant
    • Make your application easier to learn and maintain
    • Allow you to delegate more responsibility to business users
    What's in a Category?
    Relationships come in four kinds

    Rules that reference other rules are everywhere. Flows reference decision rules, decision rules reference properties, properties reference HTML property rules, and so on. At runtime, the elaborate and sophisticated rule resolution algorithm looks up the referenced rule dynamically, based on the user's RuleSets, inheritance, and so on.

    Likewise, data objects can reference other data objects. Every operator belongs to an organization. In contrast to rules, such static relationships work like ordinary foreign keys in a relational database. If Operator Patricia is linked to the work group named Research, that fact will be true for every application at all times (until she tires of Research and moves to another work group).

    Two thought exercises: Can rules reference data objects? Can data objects reference rules? Yes and Yes, but not very commonly. For example, a router activity (rule) typically references a workbasket (data object). A database table instance (Data-Admin-DB-Table) indicates the location of instances of a class (Rule-Obj-Class).

    Skill rules - a neighbor of flow rules

    It's easy to overlook Skill rules when designing flows. A neighbor of flow rules in the Process category, skill rules (the Rule-Admin-Skill rule type) just define the name of a skill and a numeric range of allowed proficiency levels. The skill Conversational French might support ratings from 1 to 5, but other skills may be just binary - can you touch your toes, or not?

    Triggers - An alternative to expressions

    Many Declare Expressions rules are evaluated "whenever inputs change." That's great if your application needs to present totals or other derived data to a user for her confirmation or decision.

    But depending on how often the inputs change, Declare Expressions rules may do and redo computations that aren't actually needed. Consider Declare Trigger rules to lower the computation-intensity.

    Function aliases can simplify decisions

    Most rule types in the Technical category require a programming perspective. For example, function rules (Rule-Utility-Function rule type) are very helpful in activities and expressions, but choosing and completing a function call may be challenging for business users. While a developer can easily learn this syntax

    =Lib(PegaRULES_ExpressionEvaluators)CompareTwoDateTimes(d1, comparator,d2);

    Alias Function rules are visible in various rule types that are often delegated, including decision tree, decision table, map value, constraints, and expression rules.

    "Thou shall not..." rules

    When is it easier to list the DON'Ts than the DOs?

    So if users in your application with Access Role ALPHA:INTAKE can create work objects but not update them, and users with access role ALPHA:WORKOUT can update and resolve work objects but not enter new ones... you can use DON'T and DOs.

    Declare Index rules are not in the Decision category because..

    Field Value Rules Support Data Entry of Property Values

    A neighbor of property rules in the Property category, field value rules look simple, having three key parts and a few text fields. The key parts are familiar:

    • Applies To class
    • Property name
    • Value

    Field value rules are important for applications that are to be localized, presenting the user interface in multiple languages.

    1. Sams tire sale
    2. Rock out woop
    3. Cheap wooden vases
    4. Ibanez guitar price
    5. Synonym for accompanied

    Rule creation

    Rule creation in Dev Studio

    If you need more control over how a rule is created and reused, you can create the rule in Dev Studio. When you create a rule in Dev Studio, the New Record form prompts you to provide four pieces of information: rule type, identifier, class, and ruleset. This information is used to identify the rule uniquely within your application. This combination allows an application to call the correct rule during case processing, through a process called rule resolution. With rule resolution, Pega Platform™ determines the appropriate rule to run when an application calls a rule.

    Note: Dev Studio uses the term records to refer to rules, properties, and other objects in Pega Platform™. You can access rules from the Dev Studio navigation menu by clicking Records and selecting a rule type to display a list of rules of that rule type. To learn more about searching for rules in Dev Studio, see the help topic Find Rules landing page.

    In the following image, click the + icons to learn more about the flow record configuration sections.


    Rules and rule types

    Rules and rule types

    When you play a game of chess, you and your opponent agree to follow a specific set of instructions. These instructions govern gameplay, such as how each piece moves on the game board. For example, on its first move, the pawn can move one or two spaces forward. These basic instructions are the rules of chess.

    When you model a case type in a Pega Platform™ application, you configure the application with instructions to create, process, and resolve a case. These instructions are rules. Rules describe the behavior for individual cases, such as how the user interface is displayed and when work urgency increases. Pega Platform uses the rules you create to generate application code in the background.

    Each rule is an instance of a rule type. Pega Platform provides many rule types to use as templates for creating a rule. The rule type determines the type of behavior modeled by the rule. Each rule type models a specific type of behavior, such as automated decisions or UI design. For example, to model a process you use a specific type of rule called a flow rule.


    Pega rule in

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    9. PegaPortal - Decision Rules In Pega - Pega 8.3 - Online Pega Training - HD

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