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Adding custom tools to Access Manager

Updated on March 15, 2022

You can add custom tools that are created by your developers to Access Manager.

This article describes an example of adding a hypothetical custom tool, Worklist Counter, to Access Manager. The tool queries a database to determine the number of items in a worklist, and the counter's results can be displayed in a manager's dashboard.

In this example, the customizable data transform rule pyPopulateTools is edited to add Worklist Counter so that security administrators can set user authorizations to it in Access Manager.

The standard Tools tab contains a system-defined data transform rule that applies pyPopulateTools to display the tools specified there just below the standard tools.

Note: All Pega Platform tools require a privilege. This example assumes that the Worklist Counter tool requires the CanUseWorklistCounter privilege that is provided by Pega Platform.

Adding a Worklist Counter tool to Access Manager

This example shows how to add a custom tool by modifying the data transform rule pyPopulateTools to do the following tasks:

  • Create an expandable section for all custom tools.
  • Create a section for a subcategory Worklist tools.
  • Create an entry for the tool that specifies its class, privilege, and display features.

Data transform hierarchy

Sections and tools in the Access Manager UI reflect page lists that are nested in the data transform. The hierarchy for your custom tools follows that of the system-defined data transform that generates the standard Tools display, as shown in the following figure:

Hierarchy tools display
A display of the hierarchy of tools
Note: When working with a data transform, use the right-click menu for commands such as Add Sibling or Add Child. You can also drag a row's handle (the blue dot in the Action column) to nest items or move them up or down.

The sections in the data transform shown above render the following section in Access Manager:

Administrative & development section of Access Manager
The Administration & development section of access manager

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