Expand the library of relevant records by adding records and classes that are
most likely to be reused for a case or data type.
For efficient management of
resources, promote a rule from a built-on application so that you can reuse the rule in another
class. By supplementing your inherited rules with relevant rules of your choice, you can create
data types and case types in a quicker and more efficient way.
Before you begin: For Pega Platform version 8.5 and earlier,
ensure that you meet one of the following conditions to successfully add relevant records to a
specific class:
Ensure that the classes to which you add relevant records are in rulesets that do not
start with Pega- unless you have developer access.
The class to which you want to add relevant records is one of the following:
PegaSample-Data-Product,
PegaSample-Data-ContactInformation,
Work-Channel-Triage-Email, Data-Portal,
Data-.
In the header of Dev Studio, click ConfigureApplicationInventoryRelevant Records.
On the Relevant Records tab, in the Class
Name field, enter the class of a case type or data type in which you plan to
use the rule.
Click Add Record.
In the Add Records dialog box, select the type and name of the
rule to reuse.
Note: For data-type classes, you can select only properties.
Click Submit.
Result: Relevant records added for a selected class
The relevant rule is ready for reuse in the list of relevant records that is
available in the application.
