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Securing relevant records

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You can define a list of relevant records against one or more case or data types defined in your application before shipping your application to customers or downstream development teams. The .pzEditRelevantRecords when rule manages whether users are permitted to add or remove relevant record entries from a class.

This rule comprises the following when rules:

  • .pxEditRelevantRecords, which restricts changes to relevant records entries associated with classes defined in Pega- rulesets. End users cannot change the relevant records that ship with Pega classes, such as Work-.
  • .pyEditRelevantRecords, which is an extension point that you can override in your applications to define custom logic for securing the relevant records that ship with your applications.
  • Managing relevant records

    Manage your relevant records to consolidate records that are specific to your cases and data types. Marking records as relevant can reduce time-consuming searching through unrelated records in your cases.

  • Marking records as relevant records

    Promote reuse in data types and case types by marking a rule as a relevant record on its rule form. For example, you can mark a property as a relevant record to reuse it as an inherited record in child classes.

  • Understanding relevant records

    Relevant records describe the rules that refine the behavior, presentation, and definition of a case type or data type. They commonly designate records from an inherited class as important or reusable in a child class, and control the majority of the prompting and filtering in the settings for case types and data types. Relevant records are also used to build conditions, for example, to determine whether a customer should receive a particular proposition.

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