Navigation rules
Completing the Create, Save As or Specialization form
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Records can be created in various ways. You can add a new record to your application or copy an existing one. You can specialize existing rules by creating a copy in a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. You may copy data instances but they do not support specialization as they are not versioned.

Based on your use case, the Create, Save As or Specialization form is used to create the record. The number of fields and available options vary by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields:

This help topic identifies the key parts and options that are applicable to the record type you are creating.

Create a new Navigation rule by selecting Navigation from the User Interface category.

Key parts:

A Navigation rule has two key parts:

Field

Description

Apply to

Select the class to which this Navigation rule applies.

Identifier

Choose a unique name that indicates the purpose of the rule. Begin the name with a letter and use only letters, digits, and a dash character.
Type

The Type field appears if your RuleSet list contains the Pega-Mobile RuleSet. The type is used as an indicator for display of fields specific to mobile devices. If your application will be accessed by standard and mobile devices, create a navigation rule for each and specify the correct navigation rule in the appropriate portal. Select:

  • Standard if this navigation rule is being developed for applications running non-mobile devices.
  • Mobile if this navigation rule is being developed for mobile devices such as Apple Iphones or tablets. Rules of Mobile type display Navigation (Mobile) in the rule header.

Rule resolution

When searching for instances of this rule type, the system uses full rule resolution which:

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