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Reports category
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New  Display Fields   Content  Selectable Organize
Format Parameters Pages & Classes Join  HTML 
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Purpose

C-506 C-880Use a list view rule to define a V5 report or personal version of a V5 report. This rule generates HTML that provides an attractive interactive display. The resulting V5 reports can be run from a link in the Monitor Activity workspace, presented in a flow action, or executed through other processing.

In an activity, the Obj-List-View method can execute a list view rule to provide searching and sorting with no display.

With appropriate configuration on the Organize tab, a list view rule can support editing of Process Commander data (property values) in Microsoft Excel. Proj-164

TipIn V6.1+, you can meet many reporting requirements through report definition rules rather than through list view rules. Report definition rules provide more flexible and powerful customization and personalization from the run-time report display, and are recommended for reports created in V6.1+. See About Report Definition rules and Working with the Report Viewer.

Completing the rule form

As a best practice, start by generating the report with the Report wizard; you can refine the resulting list view rule. When using the List View form, complete the tabs in the following order:

  1. Use the New dialog box to record the rule key.
  2. Complete the Display Fields tab to record the layout of an HTML <TABLE> display of results.
  3. Complete the Content tab to define a search of the PegaRULES database and exploit the retrieval, filtering, and sorting power of database software.
  4. Use the Organize tab to apply further filtering, sorting, paging, and define buttons for the display.
  5. On the Format tab, define interactions and advanced capabilities.
  6. Update the Full Description on the History tab with a report title.
  7. Complete other optional tabs and fields.
  8. Save the rule.
  9. Optionally, review the generated HTML on the HTML tab.
  10. Test with the Run toolbar button (Run).

Access

Both developers and managers can create and update list view rules:

They can also access and update the list view rules directly to make advanced tweaks and changes to list view reports defined first through the Report wizard.

Category

List view rules are instances of the Rule-Obj-ListView class. They are part of the Reports category.

Related topics About the V5 Report Wizard
Portals in applications — Interacting with list view displays
Standard rules Atlas — Standard List View rules

Reports category C-19 KARAF C-506
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