At the top of the Designer Studio, the header provides access to the search facility and menus. The tools and selection boxes on the header vary depending on your role, the type of workspace, and the contents of the form and list area. When a button does not appear or is unavailable (gray), the corresponding function is not available to you in the current context.
At the bottom of the Designer Studio, the developer toolbar provides access to tools and menus for advanced users, and provides information about your Pega Platform system.
You can search header menu options and navigate through them by using the keyboard. Press Ctrl+Shift+P (Command+Shift+P on a Mac) to open the command palette. The palette contains all of the menu options that you can access from the Designer Studio header including the Designer Studio, Application, Launch, Create, Resources, and Operator menus.
Use the Up Arrow key and Down Arrow keys to navigate through the menu options.
Enter search terms in the search box to find menu options.
Press Enter to select a highlighted menu option.
Press Esc to close the palette.
The header contains the following options as shown in this example.
The following table describes these options, from left to right.
Option |
|
Description |
|
Click to open the Home page. |
|
|
(landing page menu) |
Click to access the landing pages. See About landing pages. |
|
[application short description] |
The Application menu (named Purchase Order in the preceding example) identifies the current application by its short description. Click to access a menu of application-specific tools and information. For details, see Designer Studio — Using the Application menu. |
|
(launch a portal) |
Switch from the Designer Studio (Developer portal) to another portal listed in your access group. When you select a portal, the system opens the current application and portal in a separate browser window. |
|
(create a case) |
Select a starter flow to create a case. The menu list displays the short descriptions of starting flows that belong to selected case types listed in the application record's Cases and Data tab. |
|
(search) |
Provides access to full-text search for rules, data objects and the help system. See Designer Studio — Using Search. |
|
|
(Resources) |
Click to access this help system and other information resources. See Designer Studio — Using the Help menu. |
|
| [operator initials] |
The Operator menu displays operator's initials. Click to access a menu of tools and information about this operator See Designer Studio — Using the Operator menu. |
|
|
(Checked out records |
Click to display the Checked out records report that contains a list of rule or data instance records in your personal ruleset that you have checked out from rulesets in any application to which you have access. The check out feature lets a team of application developers work on an application (associated with a ruleset name) without interfering with or overwriting each other's work. A rule can be checked out to only one developer at a time. See Understanding checkout and your personal ruleset. You can do the following actions:
To look for rules checked out by others or to search for checked-out rules by using other criteria in the current application, click Designer Studio>Application > Development > Checked Out Rules. |
The developer toolbar contains the following options.
These options, from left to right, are described in the table below.
Menu option |
|
Description
|
|
Agile Workbench |
Opens the Agile Workbench tool. Use Agile Workbench to create user stories, bugs, and feedback items directly in the application. See Agile Workbench. | |
|
Current work |
Opens the Current work feature. Use this feature to associate work items with development changes to rules. See Tracing development changes to work items. | |
|
Tracer |
Starts the Tracer tool to debug flows, activities, services, and other rule types. The Tracer tool provides full debugging facilities, including step-by-step execution, breakpoints, and watch variables. See Debugging with the Tracer tool. |
|
|
Clipboard |
Opens the Clipboard tool. The Clipboard tool lets you review the contents of your clipboard. When appropriate to support debugging, you can use the tool to directly update parts of your clipboard. See About the Clipboard tool. |
|
|
Live UI |
Available in Designer Studio and at run time. Opens a column on the right side of the screen that displays a list of all elements in an application. Hover over an item on this list or an element on the page to show its hierarchy in this list. Click the element to see a description of its UI structure. Hover over an element to view element types such as containers, layouts, panels, harnesses, layouts, sections, flow actions, and cells. Open rules directly from Live UI. Click the Gear icon to edit directly from the properties panel at design time or at run time. See About the Live UI tool. |
|
|
Performance |
Opens the Performance tool for the current thread. The initial Performance tool display provides access to the DB Trace tool and the Profiler tool. See About the Performance tool. |
|
|
Alerts |
Displays alerts from your own requestor session. See Working with the Alerts window. |
|
|
Opens the login page or home page of the PDN, a subscription news and knowledge extranet for Pega Platform developers hosted on the World Wide Web. Requires internet access. |
|
| [Pega Platformversion] |
Identifies the version and build number of the Pega Platform software installed on this node. Click SysInfo for details about the JVM and server platform that supports the server on this node. |
