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Summary Views - Completing the Create, Save As, or Specialization form

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Instead of creating summary view report, use the report definition rule to create a summarized report.

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 can copy data instances but they do not support specialization because they are not versioned.

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

This information identifies the key parts and options that apply to the record type that you are creating.

Create a summary view rule by selecting Summary View from the Reports category.

Key parts:

A summary view rule has the following three key parts:

Field

Description

Apply to

Select a class that this summary view rule applies to:

  • A concrete class to report only on instances of that class, stored as rows in a database table.
  • An abstract class that is parent of concrete classes, to define a rule that can report at run-time on instances of a single class derived from the abstract class. The activity referenced in the Content tab must accept, as an input parameter, a concrete class equal to or derived from the class you specify.
  • A concrete class that corresponds to a view of the PegaRULES database, to report on the rows of that view.

If you are creating a summary view rule to report on work items, decide whether you want to save the rule in an implementation class and RuleSet, or in a framework class and RuleSet. At run time, summary view rules with a framework class as the Apply to class can automatically report on work items in the associated implementation class. To enable this feature, select the Report on Descendant Class Instances option on the Contents tab.

The list of available class names depends on the ruleset you select. Each class can restrict applying rules to an explicit set of rulesets as specified on the Advanced tab of the class form.

Identifier

Specify a purpose for the summary view rule, which forms a Java identifier. Begin the identifier with a letter and use only letters and numbers. See How to enter a Java identifier.

In contrast to most rule names, you cannot use a hyphen in this key part.

Owner

By convention, enter the keyword ALL as the initial owner of this summary view rule. By using the Customize button, authorized users can later create personal copies from the ALL rule.

The Owner value of a personal summary view rule is an Operator ID name. Such personal rules are not typically moved from one system to another.

Rule resolution

When searching for rules of this type, the system:

Time-qualified and circumstance-qualified rule resolution features are not available for this rule type.

Summary View rule form

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