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Table of Contents


About Pega 7 forms

Forms have been completely redesigned in Pega 7, making it easier than ever to configure the elements needed to meet your design requirements. New click-to-edit fields and interactive links allow record updates directly in the form header. Standard record management tasks have been reconfigured into a suite of buttons that change state as you work in the Designer Studio. Tools and menus have been enhanced to put information at your fingertips without having to stray away from the Work Area.

Use this article to learn more about the various parts of a Pega 7 form and our form conversion initiative.

About the form header

All records display a header at the top of the form: Actions, Details, Warnings, and Errors.

Understanding form details

The left side of the form header conveys record information using a standardized design. When an item is not applicable to a specific record type, it is omitted.

Using form actions

The right side of the form header displays actions to help you manage and update your records. Lock status, operator privilege(s), and application configuration determine the presence, position, and available menu options for each action.

Reviewing Warnings

Warnings display in the form header with a condensed format.

Resolving errors

Errors represent issues with validation, incomplete fields, or unsupported configurations. You must resolve all errors before a rule or data instance can save successfully. Use the information displayed in the error section of the header to understand what the issue is and how to resolve it. Use the indicator icons to quickly see which tab has an issue and what field(s) on that tab are involved in the error condition.

Form conversion

Starting with Pega 7, all rule forms are converted from Form to Harness. This product-wide initiative brings the following benefits:

  • Functionality that builds on standards compliant, auto-generated features
  • Accessibility from a variety of supported browsers
  • Consistent styling and appearance

To see a full list of record types that have not yet been converted, please refer to the rule form topic in the Pega 7 Help System (an online version of the Help System is also available on the PDN).

Form based rules are only accessible using supported versions of Microsoft Internet Explorer. Until this form conversion initiative concludes (expected during the next major release), Form-based rules open in a new browser window. If you attempt to open a Form-based rule in a browser other than Internet Explorer, a warning displays.


Published October 7, 2013 — Updated February 18, 2015

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