Adding relevant records

The Pega 7 Platform ships with a basic set of relevant records that new or existing case or data types will automatically recognize. Relevant records include fields (properties), views (sections), processes (flows), and user actions (flow actions) that determine prompting and display of information in certain areas of the application. You must have the appropriate permissions to add relevant records.

To add a relevant record to your class, perform these steps.

1. Select Designer Studio > Application > Inventory and then click the Relevant Records tab

2. Enter your working class in the Class Name field.

3. Click Add Record.

4. In the Add Records dialog box, specify the type of record and the record name and then click Submit.

   Note: You can add only properties (fields) to data types.

5. To delete a relevant record, click the Delete icon next to the relevant record you want to delete.

Note: When you delete relevant records, you remove them from your class but do not physically delete the records.

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