List View rule form
About  New  Display Fields  Content  Selectable  Organize
Format  Parameters  Pages & Classes  Join  HTML  History  More...

Note: Reports based on list views use framesets to provide a view of drill-down reports. HTML5 does not support framesets, so list view reports might not display well, or at all, in some browsers. To prevent display issues, re-create the custom list view reports that you need as report definitions. Standard management reports are available as report definitions.

The list view rule generates HTML that provides an interactive display. These reports can be run from a link in the Monitor Activity workspace, presented in a flow action, or executed through other processing.

In an activity, the Obj-List-View method can run a list view rule to provide searching and sorting with no display.

With appropriate configuration on the Organize tab, a list view rule can support the editing of data (property values) in Microsoft Excel.

Completing the rule form

As a best practice, generate the report with the Report wizard. Afterward, you can refine the resulting list view rule. When using the List View rule form, complete the tabs in the following order:

1. Use the New dialog box to record the rule key.
2. Complete the Display Fields tab to record the layout of an HTML <TABLE> display of results.
3. Complete the Content tab to define a search of the PegaRULES database and exploit the retrieval, filtering, and sorting power of database software.
4. Use the Organize tab to apply further filtering, sorting, paging, and define buttons for the display.
5. On the Format tab, define interactions and advanced capabilities.
6. Update the Full Description on the History tab with a report title.
7. Complete other optional tabs and fields.
8. Save the rule.
9. Optional. Review the generated HTML on the HTML tab.
10. Test by selecting the Runoption from the Actionsmenu.

Access

Both developers and managers can create and update list view rules:

• From the Designer Studio, developers can define list view reports using the Version 5 Report wizard. The reports can cover classes derived from the Rule-, Data-, Work-, or Assign- base classes.
• From the Monitor Activity workspace, users of the WorkManager portal can define reports for classes derived from the Work- or Assign- base classes.
• Working directly with the List View rule form, developers can create a report for any concrete class.

  They can also access and update the list view rules directly to make advanced tweaks and changes to list view reports defined by using the Report wizard.

Category

List view rules are instances of the Rule-Obj-ListView class. They are part of the Reports category.

Portals in applications — Interacting with list view displays

Reports category
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