How to enter rule keys using Save As

Depending on the type of the rule that you are creating, this process has up to nine steps:

1. Selecting an Applies To class filter.
2. Entering one or more key parts that name the new rule.
3. Associating the rule with a RuleSet and, usually, a version.
4. Determining the availability of the new rule.
5. Entering optional circumstance and as-of date restrictions.
6. Entering optional starting or ending dates and times.
7. Completing an optional rule status value.
8. Entering project management details, when enabled.
9. Clicking the  Save As   button at the bottom of the form to complete the copy operation.

Select a filter to restrict the SmartPrompt list of Applies To classes to a smaller, more relevant subset of classes. This avoids searching long lists of classes that are not part of your implementation or framework and eliminates validation errors caused by creating instances in the wrong RuleSets.

The filter appears only when you create a rule that requires an Applies To class as part of its key structure, such as a property or activity rule.

1. Click the Filter By link to display a pop-up window and select a filtering option.

• Implementation — Displays classes that belong to the Application RuleSets list in your Operator profile
• Framework — Displays classes that belong to any RuleSet version in the RuleSet list in your Operator profile and not included in the Application RuleSet list (omitting the Pega- classes)
• All — Displays classes that belong to both the Application RuleSet and RuleSets lists in your Operator profile and Pega- classes

2. Select the Include Index/History classes checkbox to include internal Index- and History- classes in the SmartPrompt list.

The distinction between implementation classes and framework classes becomes more meaningful when your applications are built and extended using the Application Accelerator. For implementation classes, the second segment of the class name is a division name, for example MyCo-Treasury-Payables. For framework classes, the second segment is the placeholder FW, indicating a framework; for example MyCo-FW-Payables.

The form lists the name or key part fields for the rule type, with values from the original rules.

For many rule types, the new rule can retain the same key parts as the original rule, but belong to a different version, different RuleSet, or become circumstance-qualified or time-qualified.

Many standard rules have Work- as the Applies To key part, but you cannot create additional rules with Work- as the Applies To key part. When you're copying such a rule, the Save As form defaults the name of the container class for the current work pool as the Applies To class.

A blue triangle () at the right end of a field indicates that SmartPrompt is available. Press the Down Arrow key to access a list of choices, as an alternative to typing a value.

For help on choosing names, see Choosing rule and data instance names. Some key parts are restricted to be Java identifiers, which start with a letter and meet additional restrictions. See How to enter a Java identifier.

If the original rule you are copying has the Available field set to Final, enter at least one key part that differs from the keys of the original, or choose the same RuleSet and a higher version number. By definition, you cannot override a final rule with another rule in a different RuleSet.

When creating a circumstance-qualified or time-based rule by copying the original rule, don't alter the name (final) key parts. However, you can change the Applies To class to another class that is derived from the Applies To class of the original rule.

Select a RuleSet and version. The lists identify unlocked RuleSets and versions that you can access.

Field	Description
RuleSet Name	Select a RuleSet name for the new rule. If the original rule belongs to a RuleSet that has a version that is not locked, the original RuleSet appears here. Otherwise, the system supplies a default RuleSet using information in the Settings tab of your access group, or based on the current work pool as noted above. If no Local Customization RuleSet appears in your access group, the system defaults the RuleSet of the original rule, or a RuleSet that you can use that has an unlocked version. To override this default, select a RuleSet from the list. If your Operator ID allows you to check out rules, and the RuleSet you identify in the Name field supports check-out, and the Auto-Checkout preference is selected, the Save As operation creates the new rule and immediately checks it out to you. To review or modify this preference, select Preferences from the Designer Studio Profile menu and open the Edit preferences panel. If your Operator ID allows you to check out rules, then you have a personal RuleSet, named the same as your Operator ID. However, you can't enter the name of a personal RuleSet in this field to check a rule out. Use the Check-out toolbar button () or select another RuleSet.
Version	Select a RuleSet version from the version list. If the original rule belongs to a RuleSet that has a version that is not locked, the highest such version to which you have access appears here. If the RuleSet name field contains a Local Customization RuleSet from the Settings tab of your access group, the corresponding version from the access group typically appears here. You can select another version from the list. By definition, you can't save a new rule into a locked RuleSet version.

The RuleSet and version you choose has prerequisites, identified in the Rule-RuleSet-Version instance. The RuleSet associated with the class instance (Rule-Obj-Class) must be among the prerequisites of the RuleSet and version you choose.

Select an initial availability value for the new rule. You can change this value anytime later using the Availability toolbar button (). Select one of five values:

Value	Select ...
Yes	To make this rule instance available, so that it can be found by rule resolution processing.
No/Draft Mode	To make this rule unavailable to everyone — never selected by rule resolution — regardless of other rule settings.
Blocked	To make this version and lower versions invisible and never found during rule resolution to all users seeking this version, regardless of other rule settings. (Users requesting a higher-numbered version or a specific lower number version may find those versions.)
Final	To make this rule available and also prevent this rule from being overridden, in any RuleSet.
Withdrawn	To make this rule never selected by rule resolution (like No/Draft) but also to hide other rules from rule resolution that share the same RuleSet, visible key, and qualifications (if any) but have a lower version. This allows you to effectively delete a rule in a locked RuleSet Version, by masking it from rule resolution.

After you save this rule instance, you can change the Availability value with the Availability () or Save As () buttons (and only for rules belonging to unlocked RuleSet versions).

Status field

The system clears the Status field in the Save As form for the new rule. If you want the copy to have the same setting for the Status field as the original rule has, set the Status field to the same setting as the original rule.

In general, leave the Status field blank except in special situations. Select:

• API — To associate this rule with one of PRPC's interfaces. Select an interface. (Traditionally, this designation indicates an intent not to change the functionality of the rule in future releases.)
• Template — To mark this rule as a template, to appear in the Template field. Useful for harness and flows. (See step 4 above)
• Extension — To mark this rule as an extension point of a framework, to be overridden in each implementation of the framework. Extensions are specified by framework developers for rules that are intended to be overwritten or copied down to the implementation class.  (If the current application was developed using the Application Accelerator, select > Applications > Tools > Extensions to list rules with this status.)  

The value you select for this property (Rule-.pyMethodStatus) does not affect validation, execution, rule resolution, or migration of the rule. The value does not appear on the rule form. You can change this value anytime later by clicking the Availability button () to open a window in which to update the Status value.

This area enables you to specify the following qualifications for a rule:

• Single-property
• Multiple-property
• As-of date property

The Circumstance area appears only for rules of rule types with the Allow Selection based on Property Rules? box selected on the Class form defining the rule type. You can specify either a single-property circumstance or a multiple-property circumstance.

As a best practice, use the Specialization item on the Case Designer's Details tab to qualify case type rules ( > Process & Rules > Case Management > Case Designer). Case types should only be qualified by a single property.

Don't complete circumstance fields for a rule unless another, base rule exists with these fields blank. The base rule can have the same Applies To key part as the Applies To key part of the circumstance-qualified rule, or a parent or ancestor class of the Applies To key part of the circumstance-qualified rule.

Select the appropriate type of circumstance in the Use drop-down list as follows:

• Property to specify a single-property circumstances
• Template to specify multiple-property circumstances
  

Single-property and as-of date property circumstances

If you select Property, four additional fields appear. The property fields in this section are optional. If you enter a property name in the Property field, also enter a property value. If you enter a date property name, also enter a date (and optionally, a time).

Field	Description
Property	Optional. Enter the property name for the Circumstance property (for example,   .pyStateName).  This property can be an absolute or a relative reference, and must hold only one value at a time. You cannot use aggregate properties or use symbolic page names such as Primary or Parent in this reference. If a Circumstance Property is already identified for this rule in another, existing circumstance-qualified rule, use the same property again. For multiple properties, select Template (see below). You can't use two different properties for qualification of a single base rule.
Value	If you entered a property name, enter a literal value for that property to further restrict operation of rule resolution. You cannot use blank or the null value as the circumstance property value.
Date Property	Optional. Identify a property of type DateTime to hold the name of the property on the clipboard that contains the date and time to which the circumstance date value is compared (.StartDate for example). This property can be an absolute or a relative reference, and must hold only one value at a time. You cannot use aggregate properties. See As-Of Date processing.
Date Value	Click the calendar button () to choose the as-of date, and optional as-of time for this rule.

Multivariate circumstancing

If you select Template, two additional fields appear. The Template field is optional. If you select a template, enter a value in the Definition field.

Field	Description
Template	Optional. Enter or select a Rule-Circumstance-Template instance.
Definition	Enter or select a Rule-Circumstance-Definition instance created for the circumstance template you entered above.

Like circumstance-qualified rules, time-qualified rules require a preexisting sibling rule instance (of any RuleSet and version) with unspecified (blank) Date Range fields. These fields are optional. Don't complete date range fields for a rule unless the system contains another, existing rule with these fields blank. (The base rule must have the same name but may have a parent or ancestor Applies To class of the time-based rule.)

After you save the rule, the rule is active during the specified time interval. At all other times, the base rule is active.

The Date Range area appears only for rule types that have the Allow rules that are valid only for a certain period of time? box selected on the Class form for the rule type.

Field	Description
Start	Optional. Click the calendar button () to choose the start date, and time (optional) for this rule.
End	Optional. Click the calendar button to choose the end date, and time (optional) for this rule.

Two or more time-qualified rules (for the same base rule) may have overlapping time intervals. During rule resolution, if two or more time-qualified rules are both candidates at the current time and date, the system selects the ones with the nearest end date. Of these, if multiple remaining candidate rules have the same end date, the system picks the candidate with the most recent start date.

The system clears the Status field in the Save As form for the new rule. If you want the copy to have the same setting for the Status field as the original rule has, set the Status field to the same setting as the original rule.

In general, leave the Status field blank except in special situations. Select:

• API — To associate this rule with one of PRPC's interfaces. Select an interface. (Traditionally, this designation indicates an intent not to change the functionality of the rule in future releases.)
• Template — To mark this rule as a template, to appear in the Template field. Useful for harnesses and flows. (See step 4 above)
• Extension — To mark this rule as an extension point of a framework, to be overridden in each implementation of the framework. Extensions are specified by framework developers for rules that are intended to be overwritten or copied down to the implementation class.  (If the current application was developed using the Application Accelerator, selectApplications > Tools > Extensions to list rules with this status.)

The value you select for this property (Rule-.pyMethodStatus) does not affect validation, execution, rule resolution, or migration of the rule. The value does not appear on the rule form. You can change this value anytime later by clicking the Availability button () to open a window in which to update the Status value.

If Project Management is enabled for your application, additional fields display in the Project Management section in the SaveAs window that allow you to link your development changes to project items assigned to you. Depending on the type of project item (user story, bug, task or issue) some or all of the information entered here is transferred via the Project Management communication link to the item in the Project Management Framework.

If you want to record and track rule changes related to a project item on your Project Worklist:

1. Select the Project Item you want to link to this rule. The list defaults from your Project Worklist.
2. The Description field defaults to the description of the project item you select.
3. If you select a bug or a task item the following two fields display.
   In the Additional Worked field, enter the amount of time you have spent working on this item since the last time you recorded effort. The time you add is added to the Actual Hours of the item.
   In the Remaining Hours field, enter the amount of time you think remains until the work on the item is completed. This time updates the Remaining Hours of the item.
4. In the Note field, add a development note. Adds the note to the Notes tab of the item.

You can view a list of the rule changes in a separate window when you click the View Changes link from the worklist. You can choose display a list of your changes from the My Changes tab or all rule changes in the application from the All Changes tab.

For more information about the framework and tracking development progress, see the PDN publicationProject Management Framework User Guide.

Click Save As to save the rule.

The Available field is not present on a few rule forms. For example, class rules (Rule-Obj-Class rule type) and library rules (Rule-Utility-Library rule type) are always available.

The rule resolution algorithm operates differently on different rule types. See the help topics Completing the New form for each rule type to understand specifics of rule resolution for that type.

The Save As toolbar tool is restricted to those users who hold the privilege @baseclass.ToolbarFull or @baseclass.ToolbarSaveAs.