Back Forward Favorites (System-User-MyRules form)
Completing the Rules tab

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Each row of this array identifies one rule or data instance associated with the user or the access group identified in the key.

To add a row to this array, enter the handle of the rule or data instance to be delegated, or the exact URL with parameters of the shortcut.

NoteUse this form primarily to remove rows.

To add favorites, select Actions > Add to Favorites on the toolbar. The Favorites option avoids the need to research and copy the handle. See How to delegate a rule.

Field

Description

Open Specific Version?

add rowCheck this box to open a specific RuleSet Version copy of the rule.

When this box is selected and a user accesses a rule from the My Rules area of the Process Work workspace, the system opens this exact rule. If this box is cleared, the system applies rule resolution to find the rule with the class and name specified in the Instance Handle field. The RuleSet and version of the rule it obtains depends on the user's RuleSet list.

For Data- objects, rule resolution does not apply and this box has no effect.

Instance Handle

For a favorite, enter a full handle (pzInsKey property) of the rule or data instance in this field, in uppercase with appropriate spaces. B-18374 not partial handle

For example for the handle:

RULE-OBJ-PROPERTY ACME-MAINTENANCETEST2 PLANID #20030918T185214.534 GMT

the prefix is:

RULE-OBJ-PROPERTY ACME-MAINTENANCETEST2 PLANID.

(For data instances, the handle does not contain a date and time suffix.)

To obtain the handle of a rule or data instance, access the object using the Explorer and click the Rule Data button () on the toolbar. In the resulting XML display, locate the pzInskey property.

Anchor Text

Enter brief unedited text describing the object referenced in this row. This appears in the following locations:

  • My Rules area of the Dashboard workspace (such as the standard pyCaseManager portal)
  • Favorites window of the Designer Studio.
  • As the label for shortcuts

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