Using the Application Profile Specifications tab

The Specifications tab in the Application Profile landing page allows you to review, create, copy, and delete application specifications. Additional options allow you to import/export specifications using Excel and generate a specification Word document.

Access this tab by selecting the > Application > Profile > Specifications menu item.

Using the specifications table

The specifications table is an interactive list that helps you quickly assess the state of your specifications and make modifications without switching context. Unless otherwise noted below, all available options are selected by default. Get started with the following steps:

Use filters to narrow down results:
- Application — Specify the application name(s) whose specifications you want to see. By default, only your current application is selected.
- Case/Supporting Type — Choose from the list of Case Types defined on your application or any of the supporting Case Types provided by the system.
- Types — Specify how specifications are implemented; by a human, through a decision, by a generated report, etc.
- Status — Select which specification statuses interest you, for example, you may only want to see InProgress specifications or ignore Withdrawn ones. By default, all status values are selected.
- Complexity — Choose estimated levels of effort to implement a specification.
- Search — enter a string in this text input to only see specifications with a matching name or short description.
Revert all your filter selections by using the Clear Filters button. You can reset individual filter selections by clicking on the filter name and selecting the Clear All option.
Choose the presentation mode that best suits your needs:
- List view — displays specifications in a simple list format, without headers. This is the default view.
- Grid view — displays each specification in a formatted table with labeled columns.
Create or edit specifications on an individual basis.
Use the menu to export or import specifications in bulk.
Click Reload to update the table with your changes.

When using the grid view, the specifications table is organized into the following columns. Click on any row to launch the Add/Edit Specification dialog:

Column	Description
Name	A unique identifier for the specification.
Short Description	The specification's label, typically describing its purpose.
Status	The current development status.
Case/Supporting Type	The Case Type or Supporting Type to which the specification belongs. This value represents the type that is processed by the specification.
Type	How this specification is implemented.
Complexity	The estimated level of effort to implement the specification.
Updated By	The operator who last updated the specification. Click to view the OperatorID form in the work area of the Designer Studio.
Updated	The time this specification was last updated (in days), relative to the current system time.
Implementations	Click to open a list of rule types or implementations linked to this specification. The modal allows you to review and remove links. To add new links, refer to the specification form itself. A number appears next to the implementations icon to indicate the number of links to a specification. Not all specifications will have implementations.
	A menu of possible actions you can take on a specification, depending on its state: Select `Copy` to create a copy using the Add/Edit Specification dialog. Select `Discard` to undo the current checkout of this specification. Select `Delete` to set the availability of this specification to `Withdrawn` and remove it from the grid. Select `Document` to generate a Microsoft Word document with specification information. You will need to close any other Pega 7 initiated Word sessions first. Select `PMF Work` to add a User Story or Epic in the PMF system that is associated with this specification. Appears only if your application has been configured for auto-synchronization.

Note: When using the specifications table in list view, 3 additional icons are available:

Gives you access to Pega Pulse where you can post comments, upload images or add URLs to supporting information for this specification. Each post is limited to 1000 characters.
Launches the attachments modal where you can easily attach reference materials related to the specification.
Displays the application requirements that are currently associated with this specification.

How to use the Add/Edit Specification dialog

The Add/Edit Specification dialog can be launched by clicking the Create Specification button at the top of the specifications table or by clicking on any entry (row) in the table itself. Once you have entered the desired information, click OK to save your changes and refresh the specifications table.

Only specifications in unlocked ruleset versions may be modified. If you launch the modal by clicking on a specification that is in a locked ruleset version, the fields will display in read only mode.

Guidance on entering values in the main modal:

Field name	Guidance
Application	Required. Choose from the list of applications in your stack. This field is read only once a specification has been created.
Case/Supporting Type	Required. Choose from the list of Case Types associated with your application; this is the Case Type that will process the specification. This field is read only once a specification has been created.
Ruleset	Required. The name of the ruleset that will contain the specification. Choose from the list of rulesets available to your current application stack. Once a specification is created, its ruleset name cannot be changed and displays as a link; click to open the rule in the work area of the Designer Studio.
Ruleset Version	Required. A version number corresponding to the specified ruleset name. Choose from the list of available, unlocked versions. Once a specification is created, its ruleset version cannot be modified; it displays as part of the ruleset name link.

Guidance on entering values in the Details tab:

Field name	Guidance
Short Description	Required. Provide a brief description of the specification (typically its purpose). A short description may be updated at any time.
Name	Required. The name you specify here becomes a key part of the specification and uniquely identifies the rule. Once a specification is created, its name cannot be changed and displays as a link; click to open the rule in the work area of the Designer Studio. If you provide a name with spaces, the system will automatically create a concatenated string with camel case formatting.
[All other fields]	All other fields on this tab of the modal map to fields found on the Details tab of the specification rule itself.

Guidance on using values in the Implementations tab:

All rules that work to fulfill or implement the specification display in a table format (columns include rule name, description, class, and ruleset version).
Click on a rule name or ruleset name to open it in the work area of the Designer Studio.
To remove the link between the implementation and this specification, but not the, remove a row from the table and click OK.
When the specification type is set to Correspondence or Report, you can define new implementations by adding a row to the grid; specify the name of a Correspondence rule or Report Definition, respectively.
To get access to full options (like deleting all links or adding new ones), refer to the Implementations tab of the specification rule itself.

For guidance on using values in the PMF Itemstab, see Completing the PMF Items tab of the Specification form.

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Using the Application Profile Specifications tab

Using the specifications table

Column

Description

How to use the Add/Edit Specification dialog

Field name

Guidance

Field name

Guidance