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Completing the Join tab

About List View rules

Use the Join tab to merge data from multiple tables into a single report. You can report on data from two tables using a join clause to concatenate the data from both tables using a common column. For example, you can join Work- objects with their associated assignments or lists of embedded properties of an object using Index- classes defined by a Rule-Declare-Index rule.  A JOIN ‘expands’ the primary table to include duplicate entries of its data, having one additional row for each row that matches the key in the secondary table. Proj-862 5.4

NoteFor the Logic, Join and Property constraints, validation checks that properties used in the join exist and that the types of the properties match for the join. Validation occurs when you save this Summary View form, not on Apply in the Join Conditions window.

To enable the Join and Index capabilities, it is necessary to select the Read Only checkbox on the Content tab. Proj-862 5.4No Edit In Excel on summary view

For an example of a Join-based report, see Pega Developer Network article PDNPRKB-25202 How to join classes for reports.

Field

Description

Prefix

Enter a text string to be used as an alias for the joined class and all its properties. The Prefix is assigned to all the properties in the class and used to reference the properties from these fields for the Display Fields and Content tabs. 

Class Name

Select a class to be the primary class for the join. The Prefix plus this class name specify the joined class. You can specify multiple primary classes to be joined.

NoteIf this work type is derived from Work-, choose carefully whether you want to join to an implementation class, or in a framework class. At runtime, list view rules with a framework class in this field can report on work objects in the associated implementation class, if the Report on Descendant Class Instances option on the Content tab is selected. GRP-924

Edit Conditions

Click to open the Join Conditions window and specify the columns to join in the two tables.

Field

Description

Label

Enter a text label that uniquely identifies this row. The label is used in the Logic field to compare rows.

Property

SmartPrompt'Select a property from the SmartPrompt list. Note that the properties are all those associated with the class you specified in the Join tab. This must be an exposed column.

Condition

Select Is Equal.

Value

Select the value of the property that you want to use in the joined report.

Logic

Optional. Using the labels entered in the Criteria array, enter a logical expression that defines how the system combines the criteria into an overall Boolean value at runtime. The expression can include parentheses and the operators AND and OR.

For example, if the table contains four rows labeled A, B, C, and D, you can enter:

(A OR B OR C) AND D

in this field. This notation is the same as for the logic statement in when condition rules.

If you leave the Logic field blank, the system selects only instances for which all criteria rows are true.

Declarative Index Join

Index- instances created by Rule-Declare-Index rules can be specified in the rule and used to reference embedded properties for both display and criteria from the Applies To class. This facilitates using Rule-Declare-Index rules for performance by avoiding retrieving properties from the BLOB (Storage Stream) column. You can attach an alias to any declarative index that you have previously defined.

Prefix

Enter an alphanumeric text string to be used as an alias for the joined declarative index class and all its properties. The Prefix is assigned to all the properties in the class and used to reference the properties from these fields for the Display Fields and Content tabs. 

Index Name

Specify the Index- class created by the Rule-Declare-Index rule.

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