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HTML rules -

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As a best practice, before creating a new HTML rule, it is strongly recommended that you investigate using an auto-generated section instead. The New form displays a message with information about that alternative.

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.

Create an HTML rule by selecting HTML from the Technical category.

Key parts:

An HTML rule has two key parts:

Field Description
Apply to Select the name of the class that this rule applies to, typically the default source of property values for the JSP tags or directives in the rule.

The list of available class names depends on the ruleset that you select. Each class can restrict applying rules to an explicit set of rulesets as specified on the Advanced tab of the class form.

In the unusual situation that this rule is to be referenced in an activity but without an associated clipboard page, enter @baseclass as the class name.

If this rule is to be referenced only with the <pega:include > JSP tag (or include directive) and has no associated page, do not create an HTML rule. For better performance, create an HTML fragment rule rather than an HTML rule.
Identifier Enter a name for this HTML rule. Begin the name with a letter and follow the rules for a Java identifier. See How to enter a Java identifier.

Rule resolution

When searching for instances of this rule type, the system uses full rule resolution which:

  • Filters candidate rules based on a requestor's ruleset list of rulesets and versions
  • Searches through ancestor classes in the class hierarchy for candidates when no matching rule is found in the starting class
  • Finds circumstance-qualified rules that override base rules
  • Finds time-qualified rules that override base rules

About HTML rules

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