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Completing the Advanced tab

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Use the Advanced tab to restrict changes to this rule and to control where file attachments are saved.

Many fields that appear on this tab depend on whether the checkboxes in the Publish, Project Management, and Compatibility sections are selected.

Field

Description

Prevent others from changing this definition?

Select this checkbox if you want to prevent edits to this rule's field values and enter a password in the Enter Password and Confirm Password fields. The password protection takes effect when you save the rule. A protected rule cannot be deleted or copied.

You can also lock and unlock the rule using the Edit, Edit and Save buttons in the Advanced Options gadget on the Application Overview landing page. See Application Overview landing page.

The fields and SmartPrompts in a protected rule are enabled. However, you cannot save your changes. When you attempt to save, a warning message states that you must supply a password.

Supply Password

This field appears if the rule is protected. To disable protection, clear the checkbox and enter the password. The rule becomes unprotected when you save it. Edits you made in a protected rule are saved.

Enter Password

If you have selected the Prevent others from changing this definition? checkbox, type the password you want to assign to this application rule. This field appears only when the checkbox is selected.

Confirm Password

Retype the password to verify your entry. This field appears only when the checkbox is selected. Save the rule to enable protection.

Enable Project Management

Select to enable project management tracking and monitoring for the application when the Project Management Framework is installed and there is an active communication link set up between the framework and the application.

This field is automatically updated when you enable or disable the application from the Project Management landing page tab.

If selected, operators using the application see their Project Worklist in the Application Summary section of the Designer Studio and a Project Management section in the New, Save As, and Check In dialogs of rules.

Place properties on thread page only (5.4 or later)

Old releaseThis setting determines where the system maintains certain application property information. By default, this setting is enabled for application rules created in V5.4 or later, and disabled for application rules created in V5.3 or earlier.

When checked, at runtime the system looks at the Thread level (pxThread page) for the current values of certain system-maintained properties, that in V5.3 and earlier were maintained only on the pxRequestor page. For a partial list, see Atlas — Standard properties in the pxThread page (Code-Pega-Thread class).

When blank, for backwards compatibility, the properties are maintained on both the pxRequestor page and one pxThread page. However, only the pxRequestor values are accurate; the system looks at the requestor level (pxRequestor page). Consult the Upgrade Guide V5.4 for more information.

In most cases, accept the default. Clear this box for RuleSets created in V5.3 or earlier where development is complete (and all RuleSet versions are locked) and you want to execute the rules in the RuleSet in V5.3 compatibility mode as far as the location of these properties.

Owner

Optional. Click Select Organizational Unit to record the organization, division, and unit of the application owner. In the pop-up window, select an organization, division, and unit.

Main Class

SmartPrompt 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 current application is a Pegasystems solution framework and this field displays a value, you can click the pencil icon (Pencil) to open the class rule for that framework's class group.

Associated RuleSet

SmartPromptSelect a RuleSet for this application rule. This value causes this application rule to be included when the Export gadget exports the RuleSet. This value does not affect rule resolution of this rule.

Ordinarily, select a RuleSet that is among those listed in the Application RuleSets on the Definitions tab.

Override RuleSets (Deprecated)

Obsolete. Leave blank.

Content Management

Optional. Use these fields to configure your application to store work item attachments in an external enterprise content management system (ECM), Microsoft SharePoint, EMC Documentum, IBM FileNet, Alfresco, and products supporting the OASIS CMIS specification. For more information about enterprise content management configuration, see articles in the Integration area of the PDN.

NoteAttachments saved in an external ECM are not crawled, indexed, or retrieved by PRPC's full text search facilities.

Field

Description

Enable for attachments

Select this checkbox to enable content management system integration for this application.

After attachments are enabled, you will continue to have access to work item attachments currently stored in the PegaRULES database. New work item attachments are stored in the content management system.

Content Management Interoperability Services (CMIS) Connector  
Connector Name

SmartPromptSelect the Connect CMIS rule used to connect to the external CMS system. If the Connect CMIS rule has not been created, click the pencil icon (Pencil) to create a new rule in the class specified in the Connector Class field.

CMIS Folder

Click Browse to select the directory location on the content management system in which to store work item attachments for this application.

Federated Case Management

This array appears only if there is a remote case type defined in the current application and the Show in New Work Menu option is selected on the Case Type rule form'sRemote Case Configuration tab. See Case Type form – Completing the Remote Case Configuration tab.

Field

Description

Remote Case Type Name The case type's Description value. Read only.
Implementation Class The case type's Applies To class. Read only.

In unusual situations, such as updates to a case type rule in a locked RuleSet version, you can remove the case type from the New menu by selecting a row on the array and clicking the Delete button ( ). As a best practice, use the Show/Remove in New Work Menu option on the Case Designer to control this behavior.

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