Application Overview landing page
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Category |
Page |
Application
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Overview |
The Application Overview landing page presents information about the current application. This page enables you to view and edit (with password permission) many of the fields in the application rule form without having to open the form. The page contains the following tabs:
Some fields in the tabs reference rules (typically the application rule). When an underline appears under a name as the cursor rolls over it, you can select that name to open the underlying rule form.
Updating information in the tabs
To change the current application if you have access to more than one application, select Switch Application > application name from the application menu.
By default, fields in the landing page's tabs are displayed in read-only mode. Click Edit to open a tab in edit mode. Click Save to update your edits. The system updates the respective field in the application rule and saves it. You do not need to open and save the rule.
If the edit button in a tab contains a lock ( Edit ), you cannot use the edit function unless you provide a password. To unlock the tab, click the button and enter the password in the Password Required to Edit pop-up window. The other tabs remain locked. When you have finished your edits, click Save, which returns the tab to a protected status and saves your updates to the application rule.
To enable or remove application password protection, use the Password Protection checkbox on the Advanced Options tab. Disabling password protection removes locks from all tabs for all users in the application.
If you remove password protection from a tab, it is still locked to other users in the application. However, if another user unlocks either the tab or the application, updates can be overwritten.
This tab identifies the current application and its history.
Field |
Description |
(no label) |
This application name as it appears in the Description field on the application rule form header. |
Description |
Text description for this application. Also appears in the Full Text Description field in History tab of the application rule. |
Business Objectives |
Optional. Expected business outcomes and objectives for this application. |
Details and History |
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Rule |
Name key value for this application. Cannot be edited. |
Version |
Version key value for this application. Cannot be edited. |
RuleSet |
The associated RuleSet. This value causes this application rule to be included when the Export tab exports the RuleSet. This value does not affect rule resolution of this rule. You specify a version of this RuleSet when you add an attachment (Attachments tab) to the application. Ordinarily, select a RuleSet that is among those listed in the Application RuleSets on the General tab of the application rule form. |
Created |
Date indicating when the rule was created and by whom. Read-only. This text also appears on the History tab of the application rule. |
Updated |
Date indicating when the rule was last updated and by whom. Read-only. This text also appears on the History tab of the application rule. |
History Details |
Click this link see the Save history of this rule in a new window. |
The Application Summary area on the Designer Studio Home display () also presents this information in read-only mode.
Use this tab to view, add, or delete attachments associated with the current application rule. Attachments can contain reference materials such as UML diagrams, PowerPoint presentations, informal sketches, or files from external systems.
This information is also displayed on the Attachments tab of the application rule.Field | Description |
Attachments | Displays a list of attachment names. These are the ones you entered when you added the attachments. Select a name to view its content. |
Edit | Click to add or delete attachments. The Add / Remove Attachments button appears. Click to open the Attachments dialog. To add an attachment:
To delete an attachment, open the dialog, select it from the Edit section, and click the icon. Click Apply to remove it from the attachment list. |
Use this tab to:
This information also appears on the Advanced tab of the application rule.
Field |
Description |
Application Rule |
Name key value of this application. Cannot be edited. |
Application Version |
Version key value for this application. Cannot be edited. |
Owner |
The organization, division, and organization unit to which this application belongs. To open the organization chart and review or modify the organizational owner, hover the cursor to the right of the field to display the opener icon () and click it. If the label
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Main Class |
No longer used. In previous PRPC releases, Pegasystems solution frameworks used this field in their Application rules to identify the class group for the framework's work pool. If the Advanced Options tab is in edit mode, and the current application is a Pegasystems solution framework and this field displays a value, you can click the pencil icon () to open the class rule for that framework's class group. |
Override RuleSets |
Obsolete in V6.3+. Not used. |
PMF Integration |
If enabled, makes the Project Management features visible for developers using this application. See About the Project Management communication link. and PDN article About the Project Management Framework. 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. A Declare ProjectMgmt link appears when this option is enabled. Click it 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. |
Password Protection |
If enabled, users who have access to this application cannot edit any fields on the landing page without the required password. The edit button in a tab contains a lock ( Edit ). The application rule also is protected. If protection is disabled, a warning icon appears in this field. As a best practice, protect the application in most development environments. To enable:
To disable:
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These fields indicate whether file attachments are saved into an external content management system, accessed through Connect CMIS rules.
If the application is enabled for saving file attachments into an external content management system, these fields display information about the Connect CMIS rule used to connect to the external system and the location in which the work item attachments are stored. To enable the application from this landing page, click Edit.
Attachments saved in an external CMIS cannot be crawled or retrieved by PRPC's full text search facilities.
Field |
Description |
Enable Content Management for Attachments |
Select this checkbox to enable content management system integration for this application. After this is enabled, you will continue to have access to work item attachments currently stored in the PegaRULES database. New work item attachments will be stored in the content management system. |
Connector Name |
Select the Connect CMIS rule used to connect to the external CMS system. This connector is from the CMIS-ServiceData class. |
CMIS Folder |
Select the directory location on the content management system in which to store work item attachments for this application. |
Edit |
Click to update the content management settings for this application. You can enable an application that is not currently enabled as well as update the current information. |