Question
Baxter
US
Last activity: 18 May 2017 17:00 EDT
delegation when rule
Hi
Is it possible to delegate when rule in 7.2? "Delegate" option does not exists in "Actions" menu.
Regards,
Adam
***Updated by moderator: Lochan to add Categories***
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Areteans Technologies
AU
You can add the rules to Favorites which will appear in Configuration Menu list in the left panel of screen.
Areteans Technologies
AU
If Configuration is not visible you can customize the left panel Menu rule and modify the visibility conditions
Baxter
US
Why is not possible to delegate when rule in the same why like for example Decision Table?
I prefer to avoid customization that you mentioned
Areteans Technologies
AU
Hello,
Did you recently upgrade to Pega 7.2 from an older version of Pega? Starting in Pega 7.1.8, we re-architected the concept of rule delegation. As part of this new architecture, rule delegation has been de-coupled from "Favoriting" a rule. Adding something as a "Favorite", which you correctly describe, was the previous mechanism for rule delegation in the past. A developer could "favorite" a rule, assign it to an access group, and then members of that group could interact with the rule from the case manager portal via the "My Rules" menu option. The version of pyCaseManager Navigation rule which ships with 7.2 no longer has the "My Rules" link in it, but you can certainly add that into your menu if you wish. The click action just launched the pyCMDelegatedRules harness, which is still in the platform.
Hello,
Did you recently upgrade to Pega 7.2 from an older version of Pega? Starting in Pega 7.1.8, we re-architected the concept of rule delegation. As part of this new architecture, rule delegation has been de-coupled from "Favoriting" a rule. Adding something as a "Favorite", which you correctly describe, was the previous mechanism for rule delegation in the past. A developer could "favorite" a rule, assign it to an access group, and then members of that group could interact with the rule from the case manager portal via the "My Rules" menu option. The version of pyCaseManager Navigation rule which ships with 7.2 no longer has the "My Rules" link in it, but you can certainly add that into your menu if you wish. The click action just launched the pyCMDelegatedRules harness, which is still in the platform.
Why did we redesign the delegation feature? There are several reasons. Even though the old 'Favorites' model of 'delegation' supported any rule type, it came with a host of problems that caused confusion to many users. Opening a 'delegated favorite' using "My Rules" opened the rule in it's entirety, and customers rightfully complained that their business users had the ability to change anything they wished - including things like rule availability, ruleset, ruleset version, etc. The new delegation model solves these issues by presenting a business-friendly facade in front of each delegated item. (Try delegating a new decision table and you will see what I mean).
The new delegation model supports data types, decision tables, paragraphs, map values, and correspondence records. We add support for additional rule types in each release, based on customer feedback. You can use the Actions > Delegate action from the rule header to delegate the item to a particular access group. The System-User-MyRules class is still used to store these delegations, but they are tracked via "DelegateAG", as you've already discovered.
Now, to address your specific question about Data Type delegation. It looks like you've already delegated this using Actions > Delegate from the data type screen. Members of your target access group will find the delegated data type, (as well as all other delegated items), listed under the Configuration navigation item in the Case Manager portal. Users whose access group do not have any delegations assigned to them will not see the Configuration nav item.
So, to summarize:
1. Several ruletypes, as well as data types are now delegated to a target access is group via Actions > Delegate in the Designer Studio.
2. The concept of "Favorites" is still in the system, and you can use it for bookmarking rules. "Favorited" rules appear in in Favorite Explorer in Designer Studio
3. Rule instances previously marked as a favorite as a means of "delegation" should be re-delegated using the new Actions > Delegate construct, if possible
4. "My Rules" is no longer displayed in the Case Manager menu, although you can add it back in if you wish to continue using old 'favorites'
5. Delegated rules, including data types, can be accessed under the new "Configuration" nav item in the Case Manager portal.
Areteans Technologies
AU
The above is the answer from Pega
Baxter
US
Thats correct. I know how delegation works in 7.1. But I still dont know how to delegate when rule. I can delegate Decision Table by Actions > Delegate without any problem.
It's confusing.
Baxter
US
any idea?
Pegasystems Inc.
US
Following.... I don't see delegate as an option from the action menu. It used to be there. I'm trying to delegate a when rule.
synechron
US
i have delegated the data class to business, now how should i revert back the delegated rule?