Back Forward Summary Views
Completing the New or Save As form

  1. About 
  2. New 
  3. Content 
  4. Drill Down 
  5. Organize 
  6. Format 
  7. Chart 
  1. Parameters 
  2. Pages & Classes 
  3. Join 
  4. HTML 
  5. History 
  6. More... 

Tip As a best practice, before creating a new summary view rule, it is strongly recommended that you investigate using a report definition instead. The New form displays a message with information about that alternative.

Create a summary view rule by selecting Summary View from the Reports category.

A summary view rule has three key parts:

Field

Description

Applies To

SmartPrompt Select a class that this summary view rule applies to:

  • A concrete class to report only on instances of that class, stored as rows in a database table.
  • An abstract class that is parent of concrete classes, to define a rule that at runtime can report on instances of a single class derived from the abstract class. The activity referenced in the Content tab must accept, as an input parameter, a concrete class equal to or derived from the class you enter here.
  • A concrete class that corresponds to a view of the PegaRULES database, to report on the rows of that view.

NoteIf you are creating a summary view rule to report on work items, choose carefully whether you want to save the rule in an implementation class and RuleSet, or in a framework class and RuleSet. At runtime, summary view rules with a framework class as the Applies To class can automatically report on work items in the associated implementation class. (You can create both kinds of work classes with the Application Accelerator.) To enable this feature, select the Report on Descendant Class Instances option on the Contents tab.

The classes you can enter here may depend on the RuleSet you select. On the Restrictions tab of the Class form, a class rule may limit rules applying to that class to belong to one of an explicit list of RuleSets.

View Purpose

Enter a purpose to identify this summary view rule; the purpose must be a valid Java identifier. Begin the Purpose with a letter and use only letters and digits. See How to enter a Java identifier.

NoteIn contrast to most rule names, you cannot use a dash (hyphen) in this key part.

Owner

By convention, enter the keyword ALL as the initial owner of this summary view rule. Using the  Customize   button, authorized users can later create personal copies from the ALL rule.

The Owner value of a personal summary view rule is an Operator ID name. Such personal rules are not typically moved from one PRPC system to another.

For general information about the New form, see Completing the new rule dialog box. For general information on the Save As form, see How to enter rule keys using Save As.

Rule resolution

When searching for summary view rules, the system:

Time-qualified and circumstance-qualified rule resolution features are not available for summary view rules.

Up About Summary View rules