How to find and understand sibling rules

Sibling rules are rules with the same name (key parts), but different RuleSets or versions.

When the workspace contains a rule form, the toolbar includes the Related Rules button (). Use this button to search the entire PegaRULES database for rules that share a second key part with the currently displayed rule. (A separate facility allows you to search for overridden rules within specific RuleSets. See How to find overridden and sibling rules.)

Procedure

1. Click the Related Rules toolbar button ().

2. Select the Siblings... item from the resulting menu to obtain a display of all the rules that share the same second key part as the current rule. (Not all of these are true siblings. This report is most useful for rule types with two key parts that have an Applies To class as the first key part.)

The system searches all the rules in the PegaRULES database. The resulting display may include rules in RuleSets you can not access, rules that are unavailable, and rules that have time-based or circumstance qualifications.

Top area

Rows of the top area report correspond to Applies To values. Numbers in brackets show how many distinct rules (counting siblings, versions, circumstances, and so on) are in each class. Hold the mouse pointer over a number to see or open that rule.

Columns of the top area report identify RuleSets and versions. Each cell of the report containing an icon indicates that a rule of that name and Applies To class exists, with availability based on the icon:

• — Available
• — Blocked
• — Final
• — No/Draft

A icon identifies a rule containing a circumstance. An orange background identifies the cell corresponding to the currently open rule.

You may change the Applies To value and click Get Related Rules   to view rules with the same second key part in other classes.

Middle area

Click the expand button to view a legend for this window.

Bottom area

Click the expand button to list the rules found. Columns identify the Applies To class, the RuleSet and Version, availability, and qualifications if any.

available rule, sibling

Developer portal — Using the developer toolbar