Designer Studio — Recent Explorer

Access the Recent Explorer from the Designer Studio header to review your most recently opened cases, records, landing pages, wizard items, instance lists, and other forms. Each entry in this explorer is a link that opens the corresponding item in the Designer Studio work area.

The Recent Explorer helps you quickly navigate among items if you choose not to display your opened items as tabs in the Designer Studio work area.

Note: You must have the pxUpdateRecents privilege to see items in the Recent Explorer. For pyCaseManager7 portal users, you can add an Access of Role to Object instance for the System-User-Recents class that grants this privilege.

Recent Explorer Entries

Each entry in this explorer is categorized and labeled as follows:

• Rule or data records — Labeled by short description, key parts, and form name.

  Checked out records display a checked-out icon and an additional Checked out label. Records that have been updated and not saved are indicated by a green icon.

• New forms — Labeled by New and the rule type.

• Save As forms — Labeled by Save As - [short description of original rule].

• Landing pages — Labeled by landing page category and name.

• Cases — Labeled by case type name and work item ID.

• Instance lists — Labeled by Instance List and the rule type.

• Wizard items — Labeled by the wizard name.

The top-level menu provides these additional actions:

• Hide/Show case instances — Conceal or display cases.

• Hide/Show record details — Conceal or display details such as the containing ruleset name and the Checked out label.

You can filter entries by entering text in the Search box at the top of the Recent Explorer. Returned results are based on any text, such as name or short description, displayed in the explorer.

Note: Recent Explorer results are automatically managed when you log out of Designer Studio. They do not change when you switch applications or work pools.

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