Customizing the Access Manager Privileges tab

You can customize the selectable options that appear for many fields on the Access Manager Privileges tab.

Roles

The source for the list of roles is the data page D_AccessRoleList. By default the data page retrieves all roles defined in the current application rulesets.

To modify the list:

  1. Create a report definition, data transform, or custom activity which returns the instances of Rule-Access-Role-Name that you want, providing for each instance pyAccessRole, pyLabel, and pyRuleSet.
  2. Save a copy of D_AccessRoleList into your application's ruleset to override the default instance.
  3. Change the source of your copy of D_AccessRoleList to reference the report definition, data transform, or custom activity you created in step 1.

Case types

The source for the list of case types is the data page D_CaseTypeList. By default the data page uses a report definition to return the list of case types in the current application.

To modify the list:

  1. Create a report definition, data transform, or custom activity which returns the instances of Rule-Obj-Class that you want, providing for each instance pyClassName and pyLabel.
  2. Save a copy of D_CaseTypeList into your application's ruleset to override the default instance.
  3. Change the source of your copy of D_CaseTypeList to reference the report definition, data transform, or custom activity you created in step 1.

Data types

The source for the list of data types is the data page D_DataTypeList. By default the data page uses a report definition to return the list of data types in the current application and frameworks.

To modify the list:

  1. Create a report definition, data transform, or custom activity which returns the instances of Rule-Obj-Class that you want, providing for each instance pyClassName and pyLabel.
  2. Save a copy of D_DataTypeList into your application's ruleset to override the default instance.
  3. Change the source of your copy of D_DataTypeList to reference the report definition, data transform, or custom activity you created in step 1.

Privileges

The source for the list of privileges is the data page D_PrivilegeList. By default the data page uses a report definition to return the list of privileges in the current application.

To modify the list:

  1. Create a report definition, data transform, or custom activity which returns the instances of Rule-Access-Privilege that you want, providing for each instance pyPrivilegeName and pyLabel.
  2. Save a copy of D_PrivilegeList into your application's ruleset to override the default instance.
  3. Change the source of your copy of D_PrivilegeList to reference the report definition, data transform, or custom activity you created in step 1.

Access Whens

Note: To conditionally control which privileges appear, you must be logged in as an operator associated with an access group containing the PegaRULES:SecurityAdministrator role.

Access whens govern which privileges appear when you set access to roles to "Conditional".

To modify the list of access whens:

  1. Create a report definition, data transform, or custom activity which returns the instances of Rule-Access-When that you want, providing for each instance pyBlockName and pyLabel.
  2. Save a copy of D_AccessWhenList into your application's ruleset to override the default instance.
  3. Change the source of your copy of D_AccesswhenList to reference the report definition, data transform, or custom activity you created in step 1.

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