Support Article

Delegate the Data Record Type Cannot Import or Export



User has delegated a data type rule and when tried to open the rule from the user portal, the whole data type rule is opened instead of displaying only the records tab.

When clicked on the records tab it is struck with loading screen until user click on refresh form the Actions tab.

Error Messages

Not Applicable

Steps to Reproduce

1. Delegate the Data Record Type to the Access Group = “XYZ”.
2. Log on using the user ID that has the Access Group = “XYZ”.
3. Open the delegated rule and click on Record tab system displays "Loading" message and does not lload until user clicks on refresh from actions tab.

Root Cause

A defect in Pegasystems’ code or rules.

CSDelegatedRulesGrid contains a link pyAdviceText with some actions which are not configured properly.

OpenURLInNewWindow is configured on change of the above link and the activity present in the OpenURL is not passing proper parameters which is causing the data type to open completely instead of only records tab.


Perform the following local-change:

1. Delete all the actions from the pyAdviceText link.
2. Now add the below actions for the same link.

All the actions are expanded in the below screenshots.

Note: To find DelegationExp Parameter for pzInitializeDataType please checkout the Data transform pzInitializeDataType and add DelegationExpParamater.

After you populate the parameters in the actions tab, one can discard the changes for pzInitializeDataType.

After all the above changes have been made, the data type is opened only with records tab of data type with out the loading issue.

Published February 17, 2017 - Updated March 4, 2017

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