Using the Application Profile Specifications tab

 

The Specifications tab in the Application Profile landing page allows you to review, create, copy, and delete application specifications. Additional options allow you to import/export specifications using Excel and generate a specification Word document.

Access this tab by selecting the > Application > Profile > Specifications menu item.

 

Using the specifications table

The specifications table is an interactive list that helps you quickly assess the state of your specifications and make modifications without switching context. Unless otherwise noted below, all available options are selected by default. Get started with the following steps:

  1. Use filters to narrow down results:
  2. Revert all your filter selections by using the Clear Filters button. You can reset individual filter selections by clicking on the filter name and selecting the Clear All option.
  3. Choose the presentation mode that best suits your needs:
  4. Create or edit specifications on an individual basis.
  5. Use the menu to export or import specifications in bulk.
  6. Click Reload to update the table with your changes.

 

When using the grid view, the specifications table is organized into the following columns. Click on any row to launch the Add/Edit Specification dialog:

Column

Description

Name A unique identifier for the specification.
Short Description The specification's label, typically describing its purpose.
Status

The current development status.

Case/Supporting Type

The Case Type or Supporting Type to which the specification belongs. This value represents the type that is processed by the specification.

Type

How this specification is implemented.

Complexity The estimated level of effort to implement the specification.
Updated By The operator who last updated the specification. Click to view the OperatorID form in the work area of the Designer Studio.
Updated

The time this specification was last updated (in days), relative to the current system time.

Implementations

Click to open a list of rule types or implementations linked to this specification. The modal allows you to review and remove links. To add new links, refer to the specification form itself.

A number appears next to the implementations icon to indicate the number of links to a specification. Not all specifications will have implementations.

A menu of possible actions you can take on a specification, depending on its state:

  • Select Copy to create a copy using the Add/Edit Specification dialog.
  • Select Discard to undo the current checkout of this specification.
  • Select Delete to set the availability of this specification to Withdrawn and remove it from the grid.
  • Select Document to generate a Microsoft Word document with specification information. You will need to close any other Pega 7 initiated Word sessions first.
  • Select PMF Work to add a User Story or Epic in the PMF system that is associated with this specification. Appears only if your application has been configured for auto-synchronization.

 

Note: When using the specifications table in list view, 3 additional icons are available:

 

How to use the Add/Edit Specification dialog

The Add/Edit Specification dialog can be launched by clicking the Create Specification button at the top of the specifications table or by clicking on any entry (row) in the table itself. Once you have entered the desired information, click OK to save your changes and refresh the specifications table.

Only specifications in unlocked ruleset versions may be modified. If you launch the modal by clicking on a specification that is in a locked ruleset version, the fields will display in read only mode.

 

Guidance on entering values in the main modal:

Field name

Guidance

Application Required. Choose from the list of applications in your stack. This field is read only once a specification has been created.
Case/Supporting Type

Required. Choose from the list of Case Types associated with your application; this is the Case Type that will process the specification.

This field is read only once a specification has been created.

Ruleset

Required. The name of the ruleset that will contain the specification. Choose from the list of rulesets available to your current application stack.

Once a specification is created, its ruleset name cannot be changed and displays as a link; click to open the rule in the work area of the Designer Studio.

Ruleset Version

Required. A version number corresponding to the specified ruleset name. Choose from the list of available, unlocked versions.

Once a specification is created, its ruleset version cannot be modified; it displays as part of the ruleset name link.

 

Guidance on entering values in the Details tab:

Field name

Guidance

Short Description

Required. Provide a brief description of the specification (typically its purpose). A short description may be updated at any time.
Name

Required. The name you specify here becomes a key part of the specification and uniquely identifies the rule.

Once a specification is created, its name cannot be changed and displays as a link; click to open the rule in the work area of the Designer Studio.

If you provide a name with spaces, the system will automatically create a concatenated string with camel case formatting.

[All other fields] All other fields on this tab of the modal map to fields found on the Details tab of the specification rule itself.

 

Guidance on using values in the Implementations tab:

 

For guidance on using values in the PMF Itemstab, see Completing the PMF Items tab of the Specification form.

 

Definitions

application profile, requirements, specifications

Related topics

Creating new specifications

How to import, export, and update specifications in bulk

Tools in the Application category landing page

All landing pages in Designer Studio