Developer portal — Using the Find facility

To list all the rules checked out to you, grouped by type, click the check icon . No search parameters are needed.

• Click a row to open a checked-out rule.
• Click the My Recent Checkins link to see all the rules you have recently checked in.
• Click the Actions link to perform bulk actions such as check in, open, or delete through the Bulk Check-in display. See Working with the Checked Out by Me report.
• Click the Preferences link to review or modify search preferences.  

Don't confuse the My Checked Out pop-up display with the Checked Out by Me report, which lists the same rules alphabetically.

Four types of searches are available from the search box. An icon indicates which of these four is the default:

• Most recent rules — List rules matching an optional name (key part) or name fragment, selecting the 20 rules saved most recently, sorted by descending last update date.
• My most recent rules — List rules matching an optional name (key part) or name fragment and most recently saved by yourself, sorted by descending last update date.
• Rule content — Search for a word or words in the value of a property of a rule.
• Work — Open a work object based upon a work object  ID.

2. Enter a search term or statement, appropriate for the type:

• For the Most Recent Rules or My Most Recent Rules, the search term is optional. To restrict the search, type a rule name (key part) or a portion of a key part. For example, type blu to see recently saved rules containing the characters blu as all or a portion of a key. Case is not significant. Optionally, enter a single exclamation point to between two terms to indicate that two key parts (or portions of two key parts) are specified. For example, enter mort!green to search for recently saved rules that contain mort in one key part and green in the next key part.
• For Rule Content, enter a sequence of two or more alphabetic characters that matches a word found within a single property of a rule or work object. (A word contains only the letters A to Z plus underscore and dash characters. Case is not significant.) For more advanced searches, use double quotes to search for a phrase, or the operators AND and OR. Certain common words are ignored and result in no hits. For more information, see Search syntax and stop word list. (These facilities work only if rule searches and work searches are enabled and operating.)
• For Work, enter a work object ID, which searches the PegaRULES database. This is not a text search used for rules.

3. To start the search, press the Enter key, select an icon, or click .

The pop-up window indicates a count of search results presented. As many as 50 results can appear, or a lower value determined through personal preferences settings. (Set a lower value for faster response.)

The search type and a result count appear at the top. After you choose most actions, the window closes. These actions are available:

• Click the Preferences link to adjust the number of search results initially displayed by each of the four parts of this facility. See Setting preferences.
• Click the more... link to repeat the search ignoring the limit in your preferences setting. The extended report presents up to 2,500 search results.
• Click the Advanced search link to access the Advanced Search tool, which allows you to perform narrower searches. See About the Advanced Search tool.

If you searched for rules, these additional options are available:

• The types of matching rules (Flow, Property, and so on) appear as links at the left; rules names for rules of that type appear at the right. Each rule name may identify one or more related rules with that name. Click a rule name to open the highest-version rule with that name available to you based on resolution.
• Click a type link (such as Flow, Property, or Activity) to refresh the display with only rules of that type. Click Back>> to return to the display of all rule types.
• Click the expand button () to drill down to see the rule instances with that name. For each Related Rule, the name, RuleSet, Version, and availability is shown.
• Hold the mouse pointer over a name to see the Short Description text in a ToolTip. For a time-qualified rule, hold the mouse pointer over the clock icon () to see the starting and ending times in a ToolTip. A two-headed arrow icon () indicates a circumstance-qualified rule. A check in a box () indicates a checked out rule or a private RuleSet copy.
• Click a rule name to open that rule.
• For a binary file rule containing an image, click the button () to preview the image in reduced format.

Operation of the Recently Saved Rules and My Recently Saved rules searches depends on the PegaRULES database view pr4_rule_vw, linked to the Data-Rule-Summary class.

Operation of the Rule Content and Work searches depends on indexes created with the System Management application plus ongoing updates that occur during the system pulse. See Understanding the Find Content Search facility.

After you save a rule or work object, indexes supporting the Rule Content and Work Object searches may not be created for a minute or more, depending on the system pulse interval and processing backlogs. During that period, searching for these recently saved objects produces incomplete results.