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Delegated item toolbar

The toolbar at the top right of the Manage Change dashboard contains a row of buttons and menus that perform tasks for the current item. The buttons that are available depend upon the item's locked status, as described in the following table.

Option

Results

Save

Save the current edits on the form to the PegaRULES database. Saved edits persist after closing and reopening the form. Enabled only when you can save.

Check in

For a checked-out item or in your personal ruleset, copies the modified instance over the original instance in the public ruleset. See check in. Also releases the lock so other operators can use the Check out action. Enter a comment that briefly describes your modifications.

Check Out

Creates a copy of the record in your personal ruleset. No one else can check out an record while it is checked out. The Check Out button appears when all of the following conditions are true:

  • The record belongs to a ruleset that has the checkouts enabled.
  • For this operator, the Allow rule check out check box (on the Security tab of the Operator ID form) is selected.
  • The record is not locked by another user or in a locked ruleset.

See check out.

A locked record displays a padlock next to the Check Out button. Hover the mouse pointer over the icon to see the reason it is locked.

Discard

Deletes a checked-out record from your personal ruleset. The original, unchecked-out record is not affected. See Understanding the delete toolbar operation.

Actions > Refresh Refreshes the information in the Case Manager portal.

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