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Connect File rules - Completing the Create, Save As, or Specialization form

Connect File rules are no longer being actively developed and will be deprecated in Pega Platform 8.7. After an upgrade to Pega Platform 8.7 and later, you cannot create new Connect File rules. However, existing Connect File rules will continue to function. Instead, for on-premises systems, use the D_pxNewFile landing page with the defaultstore repository. For Pega Cloud systems, use the D_pxNewFile landing page with the pegacloudfilestorage repository. For more information, see Repository APIs.

Records can be created in various ways. You can add a new record to your application or copy an existing one. You can specialize existing rules by creating a copy in a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. You can copy data instances but they do not support specialization because they are not versioned.

Based on your use case, you use the Create, Save As, or Specialization form to create the record. The number of fields and available options varies by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields using the following Developer Help topicsusing the following Developer Help topics:

This information identifies the key parts and options that apply to the record type that you are creating.

To create a Connect File instance:

  1. In the header of Dev Studio, click Create Integration-Connectors Connect File .

  2. On the Create form, enter values in the fields to define the context of the rule.

    1. In the Label field, enter text that describes the purpose of the circumstance definition.

    2. Optional:

      To change the default identifier for the circumstance definition, click Edit, and then provide a unique value in the Identifier field.

    3. Select the Context.

    4. In the Apply to field, press the Down Arrow key and select the class that defines the scope of the circumstance definition.

    5. In the Add to ruleset field, select the name and version of a ruleset that stores the circumstance definition.

  3. Click Create and open.

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