Application form
Completing the Advanced tab

Field

Description

Select if you want to protect this rule with a password.

If a password was assigned to this application rule when it was last saved, enter the password if you want to change the rule.

This field is enabled only when a password is assigned.

Type the password you want to assign to this application rule. This field is enabled only when the check box is selected.

Retype the password to verify your entry. This field is enabled only when the check box is selected.

Select to make the Project Management features visible for developers using this application. See About the Project Explorer and Project Management interface.

If selected, operators using this application see the Project Explorer tab in the Manage Rules panel, and specialized New, Save As, Check Out, and Check In dialogs which include a Project Management section.

Optionally click the Declare ProjectMgmt link to open the Rule-Declare-Pages instance Declare_ProjectMgmt. You modify this rule to customize the Project Management features. You can, for example, modify the standard Data-Project-Task.GetTaskList load activity to change the default properties used to identify tasks assigned to rules, or override the activity entirely to link the development process of this application with Pegasystems' Project Management Framework or another external project management tracking system.

See About the Project Explorer and the project management interface.

This setting determines where the system maintains certain application property information. By default, this setting is enabled for application rules created in V5.4 or later, and disabled for application rules created in V5.3 or earlier.

When checked, at runtime the system looks at the Thread level (pxThread page) for the current values of certain system-maintained properties, that in V5.3 and earlier were maintained only on the pxRequestor page. For a partial list, see Atlas — Standard properties in the pxThread page (Code-Pega-Thread class).

When blank, for backwards compatibility, the properties are maintained on both the pxRequestor page and one pxThread page. However, only the pxRequestor values are accurate; the system looks at the requestor level (pxRequestor page). Consult the Upgrade Guide V5.4 for more information.

In most cases, accept the default. Clear this box for RuleSets created in V5.3 or earlier where development is complete (and all RuleSet versions are locked) and you want to execute the rules in the RuleSet in V5.3 compatibility mode as far as the location of these properties.

Optional. Click Select Organizational Unit to record the organization, division, and unit of the application owner. In the pop-up window, select an organization, division, and unit.

Optional. Leave blank in most cases. For a Pegasystems solution framework, this field can identify a container class for the work pool. The Application Accelerator uses this field to identify solution frameworks. Click the pencil icon () to open a class rule.

Select a RuleSet for this application rule. This value causes this application rule to be included when the Export Archive tool exports the RuleSet. This value does not affect rule resolution of this rule.

Ordinarily, select a RuleSet that is among those listed in the Application RuleSets on the Definitions tab.

Optional. Most application rules do not include override RuleSet Versions.

Complete a row of this array for each override RuleSet version, or an initial portion of an override RuleSet version.

When assembling the RuleSet list at sign-on, the system works from the top of this list down. RuleSet versions appear in the following order, in two layers.

• Override RuleSets if any form the top layer. During rule resolution, this layer is searched first.
• The operator's private RuleSet, containing rules the operator has checked out, comprises the top of the second layer. (This RuleSet is not mentioned on the Application rule form. Operators have a private RuleSet only if the Allow Rule Check Out? check box (on the Security tab of their Operator ID data instance) is checked and the RuleSet also uses checkout.
• Application RuleSets form the next lower group in the second layer.
• Component and shared RuleSets, if any, form the next group of the second layer.
• Standard RuleSets provided by Pegasystems, that start with the five-character prefix "Pega-" (not the four-character prefix "Pega"), always appear at the bottom of the second layer.