|
As a developer, you can review or update rules and data instances. The toolbar in the Developer portal lets you find, create, change, or delete rules and data instances.
The tools and selection boxes on the toolbar vary depending on your role, the type of workspace, and the contents of the form and list area. If a button does not appear or is unavailable (gray), the corresponding function is not available to you in the current context.
Horizontal scroll controls (
or
) appear at the
ends of the toolbar when your workspace is not wide enough to
display all the buttons that you can use. Click to scroll left,
or to scroll right if necessary.
Click an image to learn about its function:
 New
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Type picker and Scope selection boxes appear when the workspace contains a list. These two tools work with Explorers to determine the contents of a workspace list view.
Use the Type Picker () after
selecting a single class with the front-most Explorer tool. Use
the Type Picker to list either of the following:
Click the Type Picker link to choose a rule type or data class. Select a category, then a type within the category.
The Scope box () shows the
value All unless the Type Picker is set to a rule
type. You can see lists for one Applies To
class, or for the Applies To class plus its
parent classes.
The toolbar contains only buttons both relevant to the open object and available to you.
For many toolbar buttons, you can type a keyboard shortcut rather than click the button. The help system documents the default keyboard shortcuts; you can change the shortcut keys by selecting Edit > Preferences.
This table describes all the buttons:
Option |
Context |
Results |
|
Availability |
Rule |
Opens the Availability dialog to change the
availability of this rule. Select |
|
Check in |
Rule |
For a checked-out rule in your private
RuleSet, copies the modified instance over the
original instance in the public RuleSet. |
|
Check out |
Rule |
Creates a copy of a rule in your private
RuleSet, and marks the original rule as checked out
with a padlock (
Shortcut: Checkout is not possible for a few rule types, such as class rules. Also, you can't check out a rule that belongs to an override RuleSet.  top
|
|
Close |
All |
Closes the current form. Changes if any that you made to the form since you last saved it are lost. Shortcut: |
|
Draft Mode |
Flow rule |
Indicates that task shapes in this flow rule may reference activities, flow actions, or other objects not yet defined. Click this button to turn on draft mode. Click again to remove draft mode. |
|
Delete |
Rule or Data |
Deletes a rule or data instance. See Understanding the toolbar Delete operation. Shortcut: |
| Delete Checked Out |
Rule |
Deletes a checked-out rule from your personal RuleSet.
The original, unchecked-out rule is not affected. See
Understanding the
toolbar Delete operation. Shortcut: CTRL
+ D |
|
Favorites |
Rule |
Delegates a rule using the My Rules gadget. This
button is visible to developers who hold the privilege
@baseclass.ToolbarFull. See
How
to delegate a rule and favorite. |
|
Flow Editor |
Flow rule |
Starts Visio to edit the flow. When you finish editing
in Visio editing, click the Return button ( |
|
Help |
All |
Accesses a topic in this help system relevant to the currently displayed rule or data form. Shortcut: |
|
Launch |
Rule or Data |
Moves the current rule or data form into a separate, floating Internet Explorer window with a copy of its toolbar. This action lets you compare two forms, or work with a source of information or values in the main portal window and paste them into another window. The toolbar button changes to Reattach ( This button is visible to developers who hold the privilege @baseclass.ToolbarFull. The Preview button is not available in the toolbar of a window opened with the Launch button. |
|
New |
Rule or data |
Creates a new rule or data instance. Click This button is visible to developers who hold the privilege @baseclass.ToolbarFull or @baseclass.ToolbarNew. |
|
Next view |
All |
Displays the next item in the Views display —
open forms, most recent list, home slice, and wizards.
See Working with
the Views display. Shortcut: |
|
Preview |
Rule |
Splits the workspace to present a partial preview of the runtime appearance of a rule in the bottom half of the workspace. You can previews harness, section, HTML Property,
activity, flow action, HTML, edit input, edit validate,
property rules (
The Preview capability is not available on a window
opened with the Launch button ( Shortcut: |
|
Previous view |
All |
Displays the previous item in the Views display — open forms, most recent list, home slice, and wizards. See Working with the Views display. Shortcut: |
|
Print |
All |
Prints all tabs of the topmost form. |
| Reattach |
After Launch |
After Launch only. Closes the launched window and consolidates any open forms in the launched window with the main window. |
|
Recover |
After delete |
Recovers the most recent version of a deleted rule, if the RuleSet and version is unlocked. See How to recover (undelete) a deleted rule. |
|
Refresh |
All |
Refreshes the browser display from the latest data in the Process Commander server, ensuring that the display has the most current data. Any inputs you have entered but not sent are lost.
Shortcut: |
| Related Rules |
Rule |
Lists rules related to the current rule. Click to display a menu that lists lower-numbered versions of the currently open rule, circumstance-qualified and circumstance-date qualified versions, and additional menu items. This button is visible to developers who hold the privilege @baseclass.ToolbarFull. See Using the Related Rules menu. |
|
Restore |
Rule History |
Lets you replace the current copy of a rule with an older, previously checked-in copy of that rule. This button provides is a form of "undo", because it lets you back out changes. Restore is available only for rules in RuleSets with check-in. This button is visible to developers who hold the privilege @baseclass.ToolbarFull. See How to restore the earlier state of a rule. |
|
Return |
Flow rule |
Exits Visio and returns to normal editing mode. Click
Save |
|
RuleData |
Rule or Data |
Shows the XML document that makes up the form displaying this instance. This is primarily a debugging aid. Use to identify the property names (and the handle) for each property referenced in the form. This button is visible to developers who hold the privilege @baseclass.ToolbarFull.
Shortcut: |
|
Run |
Rule |
Starts execution or testing of the current rule, in
the current context. See Unit testing with the
Run toolbar button. Shortcut: This button is visible to developers who hold the privilege @baseclass.ToolbarFull or @baseclass.ToolbarRun. |
|
Save |
Rule or Data |
Saves the instance to the persistent PegaRULES database. Enabled only when you can save. Shortcut: |
|
Save As |
Rule or Data |
Saves a copy of the instance with a different key, or with the same key but different rule-resolution values. This button is visible to developers who hold the privilege @baseclass.ToolbarFull or @baseclass.ToolbarSaveAs. See How to enter rule keys using Save As. For many types of rules, you can complete the circumstance fields and the time-qualified fields in the Save As dialog box. Circumstance and time-qualified capabilities don't apply to data instances.
Shortcut: |
|
Show Java |
Rule |
After a rule is saved, presents in a new window an approximation of the generated Java to be created by this rule instance. You cannot alter this Java code. This button appears for developers who hold the privilege @baseclass.ToolbarFull. Available for activities, when condition rules, and stream rules, among others. See Process Commander for Java developers. |
| Undo |
Flow |
Undoes the most recent Visio operation; equivalent to
|
| Views |
All |
Displays a pop-up window listing currently open or recently opened forms by type. The window also lists wizards in process. See Working with the Views display. |
| Visio Tools |
Visio |
Displays or hides Visio toolbars during Visio editing. |
| Zoom In |
Flow |
Zooms in on the Visio diagram, to make the diagram larger. |
| Zoom Out |
Flow |
Zooms out from the Visio diagram, to make the diagram
smaller. |
|
Troubleshooting — Cannot update rule |
Using the
developer toolbar
). No one else can check out a rule
while it is checked out. The Check-out toolbar button
appears when all of the following conditions are
true:
)
Using
the Preview function for a harness, section, flow action,
activity, or HTML rule creates a clipboard page and
initializes properties on that page. In turn, the
initialized properties may start declarative processing.
Accordingly, use caution before implementing any
on-change declarative processing that updates a database.
)
to
save your changes to the flow rule.
If you
have modified and saved the rule or data form, this
information may be out of date. To see updated
information, close the form, open the same rule or data
object again, and click the RuleData button again.
) rather than Save As, because some fields on
the Class and Property forms can't be altered after
you save the form.