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Question

 BALASUBRAMANIAM S (Balasubramaniam)
HCL Technologies Limited
Senior Consultant
HCL Technologies Limited
IN
Balasubramaniam Member since 2015 11 posts
HCL Technologies Limited
Posted: Oct 25, 2018
Last activity: Nov 19, 2018
Posted: 25 Oct 2018 7:11 EDT
Last activity: 19 Nov 2018 14:35 EST
Closed
Solved

creating or adding rule category in record explorer in designer studio

Hi ,

In the designer studio, we have records explorer where we find different types of rule category like data model,user interface,process,techincal etc. Now, i would like to create new rule category and add it to the records explorer. how this can be done? Is this possible in pega irrespective of pega versions?

Thanks,

Bala

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Pega Platform
Low-Code App Development
Dev/Designer Studio

Accepted Solution

Posted: 6 years ago
Posted: 30 Oct 2018 13:06 EDT
Kurt Waltz (KurtW_GCS)
PEGA
Senior Principal Engineer, Technical Support, Industry Apps
Pegasystems Inc.
US

Hi Bala,

I took the following steps:

  1. Created the new category (See the 'Creating New Field Value" screenshot).
  2. Listed the new category on the class ruleform (see the "NewCategoryOnClassRuleForm" screenshot).
  3. Saved the class ruleform.
  4. Logged out and then back in.
  5. Switched to the records explorer and saw the category (see the "NewCategoryInExplorer" screenshot).

Hope this helps!

-Kurt

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Posted: 6 years ago
Posted: 25 Oct 2018 11:57 EDT
Kurt Waltz (KurtW_GCS)
PEGA
Senior Principal Engineer, Technical Support, Industry Apps
Pegasystems Inc.
US

Hi,

This can be done, via the Category setting on the Advanced Tab of a class' ruleform.  The below help articles have some additional information on this:

https://community.pega.com/sites/default/files/help_v731/procomhelpmain.htm#tools/explorer/rulesexplorer.htm%3FTocPath%3DDesigner%2520Studio%7CExplorers%7C_____4

https://community.pega.com/sites/default/files/help_v731/rule-/rule-obj-/rule-obj-class/advanced.htm

Hope this helps!

-Kurt

 

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Posted: 6 years ago
Posted: 26 Oct 2018 3:33 EDT
BALASUBRAMANIAM S (Balasubramaniam)
HCL Technologies Limited
Senior Consultant
HCL Technologies Limited
IN

Thanks Kurt. Here,when we open the class form and navigate to advanced tab, category is listing out all the existing rule category. I wanted to create new category and should be visible in records explorer.

FYI. I tried the above in 7.2v.

Thanks,

Bala

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Posted: 6 years ago
Posted: 29 Oct 2018 12:57 EDT
Kurt Waltz (KurtW_GCS)
PEGA
Senior Principal Engineer, Technical Support, Industry Apps
Pegasystems Inc.
US

Hi Bala,

You can type the category name in and click the icon to open the associated rule for that category.  If it does not already exist, it creates a new category, which should then show up in the records explorer.

Hope this helps!

-Kurt

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Posted: 6 years ago
Posted: 29 Oct 2018 14:00 EDT
BALASUBRAMANIAM S (Balasubramaniam)
HCL Technologies Limited
Senior Consultant
HCL Technologies Limited
IN

Kurt,

Thanks for your help. I was able to add new category but the added category is not shown in record explorer still. If you could provide me step by step sample screenshot of its creation it would help me.

Thanks,

Bala

 

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Posted: 6 years ago
Posted: 29 Oct 2018 14:31 EDT
Anil Vanaparthi (vanaa)
PEGA
Senior Manager, Services Engineering, Case Management
Pegasystems Inc.
IN

once you type a new category name and click on open, it should open the field value ruleform. Once the field value is saved. once close and reopen the class ruleform, then check the category dropdown you will see the newly created category.

Categories are field values in class "Rule-Obj-Class" and field name "pyCategory"

 

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Posted: 6 years ago
Posted: 30 Oct 2018 3:50 EDT
BALASUBRAMANIAM S (Balasubramaniam)
HCL Technologies Limited
Senior Consultant
HCL Technologies Limited
IN

Vanaa,

you are right. I was able to do successfully all the above mentioned steps and i as able to see the newly created category in the drop down.My question is how that newly added category can be shown in record explorer along with other categories like data model,process etc.

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Posted: 6 years ago
Posted: 30 Oct 2018 14:37 EDT
Anil Vanaparthi (vanaa)
PEGA
Senior Manager, Services Engineering, Case Management
Pegasystems Inc.
IN

Steps provided by Kurt are correct. You should be able to see the new category in rules explorer after logout and login.

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Accepted Solution

Posted: 6 years ago
Posted: 30 Oct 2018 13:06 EDT
Kurt Waltz (KurtW_GCS)
PEGA
Senior Principal Engineer, Technical Support, Industry Apps
Pegasystems Inc.
US

Hi Bala,

I took the following steps:

  1. Created the new category (See the 'Creating New Field Value" screenshot).
  2. Listed the new category on the class ruleform (see the "NewCategoryOnClassRuleForm" screenshot).
  3. Saved the class ruleform.
  4. Logged out and then back in.
  5. Switched to the records explorer and saw the category (see the "NewCategoryInExplorer" screenshot).

Hope this helps!

-Kurt

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