Troubleshooting — Developer cannot update a rule

Diagnosis

Action

If a rule form contains the read-only mark () and the Check Out toolbar button () is active, you must check out the rule to update it.

Click the Check Out toolbar button () to check the rule out to yourself. You can update the checked-out copy.

Diagnosis

Action

If a rule form contains the read-only mark () but the Check Out button () is not active, the rule may already be checked out. A lock icon () appears at the top right of the rule form.

Click the + character at the upper left of the form and review the panel that appears. Examine the Checked out by field.

If the rule is checked out to yourself, click your Operator ID (in the Checked out by field) to access your checked out copy.

If the rule is checked out to another developer, you cannot proceed until that developer checks the rule in (or deletes the rule from his personal RuleSet).

Diagnosis

Action

Note the RuleSet and version that appear in the upper right of the rule form.

Click your name on the navigation area to open your operator profile. Locate the RuleSets list area. Confirm that a matching RuleSet and version (or version prefix) appears in the RuleSets list.

If the RuleSet version (or a higher version, or a prefix) does not appear on your RuleSet list, you cannot update the rule.

(Class rules and a few other rule types do not have versions.)

Diagnosis

Action

Examine the RuleSet version instance corresponding to the RuleSet version of the rule. Locate the Lock this Version? box on the Security tab.

While Lock this Version? is selected, no one can update this rule.

Diagnosis

Action

Rules in the Pega-ProCom, Pega-RULES, Pega-IntSvcs, Pega-WB and PegaForecaster RuleSets are standard rules; these form the Process Commander infrastructure and are locked.

You cannot update standard rules. (In many cases, you can copy the standard rule into an application RuleSet and update the copy.)

Diagnosis

Action

Open the profile display. Examine the Access Roles list.

Which rule types you can modify is determined by Access of Role to Object rules (and sometimes by Access Deny rules) based on your access roles.

If your access role list includes PegaRULES:SysAdm4, you can update rules of any type. If your access role list does not include that rule, you may not have the ability to update rules of that type. Use an Explorer to list all Access of Role to Object rules that have your access role as the first key part.

Open the rule for the rule type (if any) and examine the Modify value. If the Modify value is empty, or contains a production level value higher than your system production level, you cannot modify the rule.

Diagnosis

Action

You cannot update a rule while it is locked by another user.

Normally, rules are locked only for at most a few seconds, such as during the Save operation. If you suspect this cause, wait and try again. Only the operator holding a lock can release the lock.

The Locks report lists which operators hold what locks. Select View > System > Locks from the Designer Studio menus to produce this report.