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As a developer, you can review or update rules and data instances. The toolbar in the Designer Studio 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. PROJ-161 RULE-178
Click an image to learn about its function:
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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 the Preferences menu item from the Designer Studio profile menu.
This table describes all buttons:
Option |
Context |
Results |
|
Availability |
Rule |
Opens the Availability dialog to change the availability of
this rule. Select |
|
Rule |
For a checked-out rule in your private RuleSet,
copies the modified instance over the original instance in the
public RuleSet. |
|
|
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. REMOVED MARTT 2/2/509. Also, you can't check out a circumstance-qualified rule if the base rule is checked out. Also, you can't check out a rule that belongs to an override RuleSet. BUG-1755  top
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|
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. |
|
|
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 |
|
Rule |
Delegates a rule using the My Rules gadget. This button is
visible to developers who hold the privilege
@baseclass.ToolbarFull. R-6375 See
How to
delegate a rule and favorite. |
|
|
Flow rule |
Starts Visio to edit the flow. When you finish editing in
Visio editing, click the Return button ( |
|
| All |
Accesses a topic in this help system relevant to the currently displayed rule or data form. Shortcut: |
|
| Rule or Data |
C-1232 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. REMOVED MARTT 2/25/09 The Launch button is not available for harness, section, or flow action rules. B-20226C-2346 The Preview button is not available in the toolbar of a window opened with the Launch button. B-20220 |
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|
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. C-2346 |
|
| Rule |
Splits the workspace to present a partial preview of the runtime appearance of a rule in the bottom half of the workspace. C-1106 You can previews harness, section, control, 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: |
|
| Reattach |
After Launch |
After Launch only. Closes the launched window and consolidates any open forms in the launched window with the main window. PROJ-161 Rule-286 |
|
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. |
|
| Related Rules |
Rule |
C-1282 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. C-2346 See Using the Related Rules menu.C-2444 |
|
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. C-2346 See How to restore the earlier state of a rule. C-254 |
|
|
Flow rule |
Exits Visio and returns to normal editing mode. Click Save
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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. C-2346 B-20434
Shortcut: |
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|
Rule |
Starts execution or testing of the current rule, in the
current context. See Unit testing with the Run
toolbar button. Shortcut: C-1493This button is visible to developers who hold the privilege @baseclass.ToolbarFull or @baseclass.ToolbarRun. C-2346 |
|
|
Rule or Data |
Saves the instance to the persistent PegaRULES database. Enabled only when you can save. Shortcut: |
|
|
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. C-2346 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: |
|
| Rule |
C-1665 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. C-2346 Available for activities, when condition rules, and stream rules, among others. See Process Commander for Java developers. BUG-2539 |
|
| Undo |
Flow |
Undoes the most recent Visio operation; equivalent to
|
| 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 |
Designer Studio — Using the
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.
F-174 APAP SR-866 GROVS 10/11/05
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.
SAPNA 1/30/04
)