Summary View form
Completing the Drill Down tab

Field

Description

Select a view type to display when the user drills down on a row in the report. You can drill down to another report or chart from the selected row.

• Detailed View — this option displays detailed information in the called report or chart.
• Summary View — this option displays summary information in the called report or chart and allows you to specify an additional drill-down to another report or chart. When you select this view, a Configure button appears that allows you to configure the summary view drill-down display.
• List View — this option allows you to specify a list view rule to appear when the user at runtime clicks to drill down. When you select this view, a Configure button appears that allows you to configure the summary view drill-down display.

If you selected List View or Summary view in the Drilldown To field, click to identify the target rule in a pop-up window

Complete this window to configure a drill-down from one summary view to another from a row in the summary view, from one interactive chart to another, or from a summary view or interactive chart to a list view (Only interactive charts, not image charts, can be the source or target.)

No data set is passed to the target list view or summary view, only parameters.

• Class Name — Applies To key part of the target summary view or list view.
• Purpose — Second key part of the target summary view or list view
• Owner — Third key part of the target summary view or list view
• Parameter Name — Name of an input parameter in the target view, identified on the Params tab.
• Parameter Value — Three types of values are supported:
  • Literal — Text string enclosed by quotes.
  • Parameter Reference — This is an existing parameter that gets passed to the drill-down view, for example, Parameter Name:MyParamValue and Parameter Value: param.abc. The abc parameter value in the current summary view will be passed to the drill-down view. The drill-down view can access this parameter by getting the value of Param.MyParamValue.
  • Groupby Column — You can provide a "group by" column property name to pass the value of the group by value clicked by the user to the drill-down summary view. For example, assume the MyGrpValue parameter holds the value of the Groupby value you clicked. When you click Operator:tom from the summary view results page, then MyGrpValue holds the value of “tom”.
• Include Column Condition — When checked, this passes the field setting to the target view and applies the same setting. When you click an aggregate value in the summary view, then the drill-down summary view or list view uses the column condition of the aggregate value along with other criteria in the drill-down view.

Click Apply to save your changes.

For an example of this feature, see Pega Developer Network PRKB-25581 How to drill down to a list view from a summary view report.

Field

Description

Select to allow the user to sort the drill-down display by clicking a column header.

Select to prevent the header from scrolling if a user scrolls the drill down listing.

Optional. Enter a property reference for a value to appear at runtime when users request a drill-down from the summary report.

Optional. Enter text for a caption for the value in the Field field.

If your application is to support users in multiple locales, choose a noun or noun phrase for the caption of 64 characters or less and select the Localize? check box on the HTML tab. When practical, choose a caption already included in a language pack, to simplify localization. Click the pencil icon to review or create the field value rule supporting localization. The pencil icon appears only after you select the Localize? check box on the HTML tab. See About the Localization wizard and Rules Inspector tool — Localizing forms and reports with the Field Value Inspector.

Select Ascending, Descending, or No Sorting to indicate how the drill-down data is to be sorted. Sorting occurs in the Process Commander server.

Optional. To override the normal HTML display-mode presentation of this property, identify here an HTML Property rule to use when presenting this property in this report. Click the pencil button () to open the HTML property rule. Click the magnifying glass button to enter parameters for the HTML property rule.

Images and Links

Two HTML property rules are useful here:

• Select reporting_image to present a clickable image in the row; reference a binary file rule in the ImageSourceName parameter in the format /dir/name.jpg.
• Select reporting_link to present a clickable link.

parameters to reporting_image and reporting_link include an activity that executes upon click. Typically, this activity executes an HTML rule, displayed in a new window. For an example, see Pega Developer Network article PRKB-25201 How to include an image or link as a report column.

Optional. If this drill-down display can be exported to Excel, select an HTML Property rule to use for the export. Ordinarily, select one of the following, as appropriate to the type of the value:

• Export_Integer
• Export_Decimal
• Export_DateTime
• Export_Time
• Export_Date

Click the pencil button () to open the HTML property rule.

Select to retrieve this column in the drill-down detail, but to present it in a hidden field in the HTML display.

Select to eliminate duplicate records in the view.

Select to have the report display the key field for each row.

Field

Description

Optional. Leave this field blank in most cases, to use instances of the Applies To key class of this rule as the source of drill-down information.

You can choose a different concrete class that contains the properties to be displayed in the drill-down display, if:

• All properties listed in the Criteria array (on the Content tab) are present in both the Applies To class and the class you enter in this field, and all are exposed as columns.
• The properties in the Group By array (on the Content tab) are present in both classes.

Enter a clipboard page name to contain the report contents. (You can't use pxResults as the name of this page.)

Optional. Identify the Activity Name key part of the getContent activity for the drill-down operation, which applies to the Embed-DrilldownParams class. In most cases, accept the getContent default value.

Optional. Enter a maximum number of instances to retrieve for the report contents. As a best practice during testing, enter 500. If you leave this blank, the system enforces a limit of 9,999.

Optional. Enter text for a title for the drill-down display.

Identify a property that is present in every row of the drill-down display and uniquely identifies the row.

Enter pzInsKey (identifying the handle of an instance) in most cases, where Data Source field is blank or identifies an internal class.

If the Data Source identifies an external class, enter the property that forms the key of a row. (A custom GetContent activity must copy this property to the pxInsHandle property in each page within the pxResults list.)