Navigation rules
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Records can be created in various ways. You can add a new record to your application or copy an existing one. You can specialize existing rules by creating a copy in a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. You can copy data instances but they do not support specialization because they are not versioned.
Based on your use case, you use the Create, Save As, or Specialization form to create the record. The number of fields and available options varies by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields:
This information identifies the key parts and options that apply to the record type that you are creating.
Create a new Navigation rule by selecting Navigation
from the User Interface
category.
A Navigation rule has two key parts:
Field |
Description |
Apply to |
Select the class to which this Navigation rule applies. |
Identifier |
Choose a unique name that indicates the purpose of the rule. Begin the name with a letter and use only letters, numbers, and a hyphen. |
Type |
The Type field appears if your RuleSet list contains the Pega-Mobile RuleSet. The type is used as an indicator for display of fields specific to mobile devices. If your application will be accessed by standard and mobile devices, create a navigation rule for each and specify the correct navigation rule in the appropriate portal. Select:
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When searching for instances of this rule type, the system uses full rule resolution which: