How to delegate a rule

A delegated rule allows you to create a quick shortcut to rules or data instances.The links to delegated rules are referred to as favorites. Click the link to open the form. Access depends on which portal you are using.

These links provide quick access as follows:

• From the Designer Studio, these links are displayed in the Private Explorer. You can also see your delegated rules by selecting My Favorites from the Operator menu.
• For users who use the pyCaseManager portal, selecting Options > My Rules displays these links on the My Business Rules tab.
• For managers who use the composite Manager portal, these links are displayed in the Delegated Rules gadget.
• For managers who use the traditional ('fixed') WorkManager portal, these links are displayed on the My Business Rules area in the Dashboard workspace. Depending on access roles and privileges, the manager can update the entire rule form or only fields in the leftmost tab of the rule form.

A rule can be delegated to a single user or to an access group.

Delegating a rule (making a favorite)

To mark a rule as a favorite (delegated), open the rule form and select the Actions > Add to Favorites menu item on the toolbar. Complete the dialog box:

1. In the Label field, enter a text label for this rule. This label appears in the Private Explorer and in My Favorites on your Profile menu. The Short Description of the rule is used as the default. Keep the Label value short. (You are not required to choose a unique label; two favorite rules can have the same label.)
   
2. In the Add To field, select My Personal or My Access Group.
   
3. Select Open the Highest Version if you want the system to find the rule using the rule resolution algorithm. Select Always Open This Version box selected if you want this exact version, in this exact RuleSet, to be delegated. This option does not appear on rules that are not versioned such as application or class.
4. Click  OK .

A best practice

To segregate delegated rules — those expected to change from time to time, especially by managers using the application — from the larger collection of undelegated rules in your application (which usually belong to locked RuleSet versions), dedicate a RuleSet and Version to them. Copy the rules to be delegated into this RuleSet version, which can remain unlocked. As a convenience, you can choose to not require check-out for this RuleSet.

Editing or removing a favorite or delegated rule

To edit or remove your own favorites (set for yourself or your access group):

• In the Operator menu, select My Favorites > Edit Favorites. In the Favorites window, edit the label or click to delete the favorite. Click Submit.
• In the Private Explorer, select the favorite, right click, and select Delete this favorite.
• In the pyCaseManager portal, click the Edit button in the My Business Rules tab. Complete the dialog box and click Submit.
• In the WorkManager portal, click the Edit button in the My Business Rules area of the Dashboard workspace. Complete the dialog box and click Submit.
• In the Manager portal, click the Edit button in the Delegated Rules area of the Dashboard workspace. Complete the dialog box and click Submit.

To remove the delegation from another user or from another access group:

1. In the Application Explorer, enter System-User-MyRules in the autocomplete field to list all instances of the System-User-MyRules class.
2. Locate the instance of the user or access group and select it to open the Favorites rule form.
3. Select the favorite you want to remove and click to delete it from the form.
4. Save the form.

Notes

• Delegation of a rule doesn't eliminate the need for the delegate to hold appropriate access roles and privileges to check out the rule (if required) and check it back in.
• You cannot delegate a checked out rule.
• One rule may be simultaneously delegated to several users or access groups.
• Any Designer Studio user who has an appropriate access role can open a rule, whether delegated or not, through the Explorer tools.
• To remove a delegation, update the Favorites form (System-User-MyRules class instance) for that operator or access group.
• You can delegate a specific circumstance-qualified rule or time-qualified rule. For example, if your application includes a base rule and 50 circumstance-qualified rules that qualify it — one for each state in the United States — you can delegate the Vermont rule to Smith, the California rule to Schwarzenegger, and so on. C-2554
• Delegation creates an instance of the System-User-MyRules class.
• The My Favorites menu item is visible to developers who hold the privilege pxCanDelegateRules.
• Managers may need the pxViewLimitedForm privilege to view the rule form for rules delegated to them.

	access group, delegated rule, My Rules, work manager
	How to build for change Favorites (System-User-MyRules form)

SysAdmin category