Creating an Access Group:

On Selecting Access Group from Security, a new Pop-Up will be displayed.

Provide a new Access Group Name,

An Access Group is created like the one below.

Creating an Application

On Selecting Application from Application Definition, the below screen will be Popped Up.

Provide a Name and Version for the Application

Click on Create

The Application Created will be as below,

Specify all the Application Rule Sets that will be used in the Application.

Rule-Obj-FieldValue

Field Values rules (Rule-Obj-FieldValue) are mainly used for supporting localization by overriding an english word or a sentence in other supported languages.

Provide a value in the Localized Label field ( No data available as above). This is the value that will be changed to other languages as required.

References:

1)      Referenced in Property rules as below,

Some of the standard Field Value rules:

pyStatusCustomerStat à Localizes customer satisfaction status. (Used mainly for frameworks like CPM)

pyActionPrompt à Localizes the Flow Action names.

pyCountry à Localizes Country names.

Standard Library functions for localization:

getLocalizedValue() àReturns the localized value of the property.

getLocalizedText() à Get the localized text for the proeprty specified.

Other standard PEGA rules for Localization:

GetLocalizedTextForString à Activity

GetLocalizedValue à HTML rule to return the Localized value for display purpose.

Rule-Declare-DecisionTable (Part 2)

Show Conflict:

Conflicts in the decision table will be shown with a warning message along the row.

This means that the row in unreachable. ( Can never be reached )

In the above example, always the steps either 1 or 2 will return the result. This leaves the Step 3 always unreachable. Such rows will be displayed with a warning message when the Decision Table rule is saved.

Show Completeness:

Automatically displays all the possible combination of values, thereby reducing the chances of situations that could result in returning the default/ otherwise return value.

Heading Row:

Each column except the “Return” column corresponds to a property.

Click on the cell to open up a pop-up like this.

Property à refers to a single value property

Label à Label displayed in the decision table rule

Use Operator has the below list of options
=
<
<=
>
>=
!=

Check the Use Range check box to provide Starting and Ending range value for the property.

Rule-Declare-DecisionTable (Part 1)

Decision Table is used to provide an output from one of the several possible outcomes.

Each possible outcome is based on a certain condition/ value of a property or a set of properties.

Can be referenced from one of the several possible PEGA rules:

1.       Flow à Rule-Obj-Flow

2.       Activity à Rule-Obj-Activity

3.       Declare Expression à Rule-Declare-Expressions

Various buttons to add/delete a row/column in the Decision Table.

When we have multiple columns, then each column’s value will be evaluated before returning the value from the RETURN column.

Each row in the decision table acts as an if condition. When one if fails, then the next else if row, with multiple/single column condition will evaluated before giving the result.

Rule-Obj-When

When rule is used to evaluate a logical statement involving comparisons among values of properties.

Conditions Tab:

Value of the properties can be evaluated against any of the comparison operators, like
=
>
<
>=
<=
!=

Advanced Tab:

This functions similar to the Conditions tab with below comparison expressions, like
Equal
Greater
Less
Not Equal
Greater/Equal
Less/Equal

Only difference between specifying conditions in the above 2 tabs is that,

With conditions tab, properties can be evaluated against only similar logical conditions.

(ex: we A and B and C, we cannot have A and B or C )

Whereas with Advanced Tab, any kind of logical expression can be implemented.

Create a new Rule Set Version

Steps to Create a new Rule Set Version:

1. Go To Application
2. Select New
3. Select Rule
4. Select SysAdmin
5. Select Rule Set Version

On Selecting Rule Set Version, a new Pop-Up will be opened.

Select the Rule Set name created, in RuleSet Name field and provide a version number in the format

xx-yy-zz and click on Create.

In the above expression, xx-yy-zz represents

XX à Major Version

YY à Minor Version

ZZ à Patch Version

A new Rule Set Version will be created like this,

Creating a new Rule Set

Steps to Create a new Rule Set:

1. Go To Application
2. Select New
3. Select Rule
4. Select SysAdmin
5. Select Rule Set

On Selecting Rule Set, a new Pop-Up will be opened.

Provide a new Rule Set name and Click Create.

A new Rule Set will be created like this [RULE SET à HomeWork]

Property Mode Explained

       TYPES OF PROPERTY MODES

1   Single Value:

To create a property that stores a single value.

Example : Name property to hold the name of the person.

2       Value List:

To create a property that holds an ordered list of single values.

Example : Subject(1), Subject(2), Subject(x)

3       Value Group:

To create a property that holds an unordered list of single values.

Example : MarksIn(Physics), MarksIn(English), MarksIn(Maths)

4       Page:

To create a property of mode Page that contains a list of values associated with thepage.

Example :  A Page “UserDetails” can conatin informations like Name, DateOfBirth, Address, Phone, etc,

5       Page List :

To create a porpety of mode Page List that contains an ordered list of values associated with the page.

Example : List of pages UserDetails(1), UserDetails(2) , UserDetails(x) can conatin information listed above.

6       Page Group :

To create a property of mode Page Group that conatins an unordered list of values associated with the page.

Example : pyworkParty(Originator), pyWorkParty(Insured)

There are other modes as well like Java Object, Java Object List, Java Object Group and Java Property which are very rarely used. We will cover these in detail later.

Most widely used property modes are the ones described above.

Rule-Obj-Property - Part 2

TABS EXPLAINED

You can find the Property Name, Rule Set and its Version, Class Name (Applies To) and the date of creation at the top.

Property rule has 4 tabs.

A)     General :

A.1) Property Mode :

Will be explained later in detail.

A.2) Property Type :

As specified earlier it can be of any of the following types,

Text, Integer, Password, Date, DateTime, TrueFalse, Identifier, Double, Decimal, TimeOfDay, TextEncrypted.

A.3) HTML Property :

This is another PEGA rule of type Rule-Obj-HTML,  which can be referred in this property rule. It is used to manage the way in which the property value can be displayed in the screen.

A.4) Table Type :

It can be of any of the following types,

Local List, Field Value, Class Key Value, Remote List and Prompt List.

We wil explore each of these in detail later in a separate topic.

B)       Associations :

This tab shows the list of other rules in PEGA that are associated with this property rule.

C)      Advanced :

Max Length : Maximum length of characters that this property can hold.

Expected Length : Minimum length of characters that this property must have.

        Both of these are for propeties of type Password, Identifier and Text.

Override Sort Function : To sort the values in the property if the property mode is of type Single Value.

Access When : Specify a PEGA rule of type WHEN to satisfy conditions to display the property. We will explore the WHEN rule in detail in later posts.

Edit Input : This is also a PEGA rule which is used to convert the value entered in the screen for this property  to a different format. Again this will be explored in detail later.

Validate : Another PEGA rule which will be discussed in detail later.

D)     History :

 It is always necessary to fill the History tab with useful information about the rule. This is used for the documenting purpose.

Rule-Obj-Property - Part 1

BASICS:

Property is a simplest rule that can be created with PEGA.

They contain data and values.

Creating a Property:

There are several property types under the property category. They are,

Property, Edit Input, Edit Validate, Field Value, HTML Property, Property Alias and Propety Qualifier.

All these can be created by selecting,

Application à New à Rule à Property à (Any of the Property Types specified above)

We will look into each of these in detail,

1.       Property:

Created by selecting,

a.       Application à New à Rule à Property à Property

b.      Right the class where you want to create the property and select New à Property

Property Creation Window will be displayed

Provide Property Name.

Select the rule set and its version.

Select the Property Type à Most widely used are Text, Integer, Date, TrueFalse.

Select the Availability  à Set it to Yes by now. We will explore this later in a separate topic.

Click on Create.