Control form - Completing the Control tab
Pega Platform includes a set of standard auto-generated controls. As a best practice, use these controls in new development to save development time and ensure consistency.
By default, this tab is displayed when you open an auto-generated control or open a New rule.
> Benefits
Auto-generated controls provide these benefits:
- Eliminate hand-coding, which simplifies design and maintenance.
- Let you to customize a control in a section or harness without having to make multiple copies and reconfigurations.
- Preserve custom settings when you upgrade your system.
- Eliminate inline JavaScript, which reduces cross-site scripting (XSS) vulnerabilities and improves performance.
- Ensure browser independence and compatibility.
> Customizing a control in a section
Auto-generated controls and their settings are optimized for most interfaces. If necessary, edit the settings within the section, flow action, or harness in which you are working.
- Open the section or harness that contains the rule.
- Select the cell that holds the rule and click the View properties icon to open its Cell Properties panel.
- In the panel, click the Open icon next to the control name. The control Parameters dialog box is displayed, which lists most of the settings from the underlying rule's Control tab. You cannot edit the Control Modes or UI Element settings.
- Make your modifications. If satisfactory, save the section. The system generates the XML representing your edits and stores it in the section.
If you want to modify an auto-generated control and reuse it in a number of sections, make a copy into your RuleSet and change the Stream Name key part. Keep the original Control Modes and UI Element settings. As a best practice, do use an auto-generated rule to build an entirely new control.
When you clear the Auto-Generated? check box on the HTML tab, the Parameters tab appears.
Collapsed With Icon
and you customize the control's Parameter dialog setting to
Expanded With Icon
, updating the rule setting to
No Scrollbar
does not change the custom parameter. If you had not customized the Expand Options setting, your rule update is reflected in the control's Parameter dialog.
If you want to revert to the control's configuration, clear the customized instance and re-add the rule.
For more information, see Supported controls when working offline.
> Control tab settings
These settings determine the read-only and edit-mode presentation and behavior of the control.
Field | Description |
---|---|
Control Modes |
Before you begin editing the rule, use the radio buttons to filter the initial array of options and parameters in the form. Select one of the following:
Note: The
Control Modes
field does not appear in the Parameters dialog when customizing the control in a section.
|
> Basics
Use this area to specify the control or category of property type used with the control.
Field | Description | ||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
UI Element |
For Editable/Read Only and Action control modes, select the type of control that
appears on the layout. For Read-Only mode, select the type of presentation of the
property value. Your selection filters the Format, Options, and Behaviors areas on
this tab.
Note:
|
||||||||||||||||||||||||||||||||||
Value |
Select a single-value property or text string that contains the value you want
to associate with the control. This option does not appear in Action control mode.
Select one of the following:
|
> Options
Use this area to specify parameters for editable and action control modes.
Field | Description | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Specify Size |
Appears when the UI Element is
Text Input .
|
||||||||||
Min/Max Chars |
Appears if the
UI Element
is
Text Input
or
Text Area .
Optional. Enter a value that determines the minimum and maximum number of characters that can be entered in the text field or text area. You can designate either value as unlimited by leaving it blank. |
||||||||||
Display Character Counter |
Appears if the
UI Element
is
Text Area
and you specify
Max Chars
.
Determines whether a count of remaining characters displays at runtime. The counter decrements as the user types. Once the character limit is reached, additional characters are not accepted. |
||||||||||
Placeholder |
Appears if the UI Element is
Text Input ,
Text
Area ,
Dropdown ,
Multi-Select list ,
or
Date Picker . Optional.
The text disappears when the user enters a value. If no value is entered, the placeholder text reappears when the field loses focus. You can style Placeholder Text in the Skin. |
||||||||||
Specify Width |
Appears if the UI Element is
Text Area
or
Rich Text
Editor .
|
||||||||||
Width |
Appears if the
UI Element
is
Text Area ,
Text Input ,
Rich Text Editor , or
Dropdown
and you select
Custom .
Enter a positive integer that is a pixel count, a percentage of the cell area, or a number of columns (
|
||||||||||
Specify Height |
Appears if the
UI Element
is
Text Area
or
Rich Text Area .
|
||||||||||
Height |
Appears when you select
Custom
in the
Specify Height
field for
Text Area
or
Rich Text Area .
Enter a positive integer that is a pixel count or number of rows. In the pull-down list to the right of this field, select the unit of measure. To ensure uniform text area heights within a layout, do not mix row and pixel settings. |
||||||||||
Scrollbar |
Appears when the
Text Area Height
is
Custom .
Select to display a scrollbar to the right of the area if the content exceeds the number of rows or pixels. |
||||||||||
Min Height |
Appears when the
Text Area Height
is
Size to Content .
Enter a positive integer that is a pixel count or number of rows. In the pull-down list to the right of this field, select the unit of measure. |
||||||||||
Collapsible |
Appears when the
Text Area Height
is
Size to
Content.
Select one of the following:
|
||||||||||
Date/Time |
Appears when the
UI Element
is
Date Picker .
Enables date and time selections in the Calendar control. Select one of the following:
As a best practice, use the non-auto options only with DateTime properties or dates stored as valid text strings. Using an option that is unsuitable for the property type may present an incorrect read value at run-time. For example, enabling the
|
||||||||||
Display Mode |
Appears when the UI Element is
Date Picker .
Determines the presentation of the control to the user. Select either:
|
||||||||||
Allow Text Entry |
Appears when the
UI element
is
Date Picker
and the
Display Mode
is
Text Input + Calendar .
Click Yes (default) to enable the user to enter a text value in the field. Click No to prevent text entry. |
||||||||||
Enable Calendar |
Appears when the
UI Element
is
Date Picker
and the
Display Mode
is
Dropdown Lists.
Click Yes to display a calendar icon with the drop-down lists in the field. This enables the user to use the lists or the pop-up calendar to pick dates and times. No is the default. |
||||||||||
Number of Years |
Required. Appears when the
UI Element
is
Date Picker
and the
Display Mode
is
Dropdowns .
Enter a numerical value indicating the date range (in years) in the Year drop-down list. The list contains an equal number of years forward and backwards from the current year. If the value is an odd number, the odd date is counted as a future year. For instance, a value of 11 displays a range of 2007 to 2017. |
||||||||||
Caption |
Appears when the
UI Element
is
Checkbox .
Enter text describing the purpose of the control. The user can click this text to select or deselect the check box. |
||||||||||
Caption Position |
Appears when the
UI Element
is
Checkbox .
Select Left or Right to indicate where you want the caption text to appear in relation to the check box image. |
||||||||||
Label |
Appears when the
UI Element
is
Button
(optional), or
Link .
Enter text or select a property or field value that contains brief text, which appears on the button or as a text link. Configuring labels As a best practice, start the text with a verb. Consider the collection of controls that appear at runtime collectively; provide each control with a clear and distinctive label. For example, Cancel order.
To allow users to execute an action using a shortcut key combination, include an ampersand character (&) immediately before a letter in the caption text. At runtime, users can press the
If you use shortcut keys in your application, be careful to choose distinct letters for each control; for example, you can't have
Localization Use SmartPrompt to select a field value rule if you plan to localize the text. Enter no more than 64 characters. A field value rule with pyButtonLabel as the second key part and this text as the final key part is needed for each locale. When practical, choose a caption already included in a language pack, to simplify later localization. See About the Localization wizard. |
||||||||||
Tooltip |
Optional. Appears when
Control Modes
is
Action
or
Editable/Read-Only
(all UI Elements except
Date Picker
).
Select a property value or enter a constant that contains a sentence or phrase identifying to users the purpose and function of the control. As a best practice, start the sentence with verb either in the imperative ("Enter price of item here") or as an infinitive ("To cancel the order, click here"). Note:
When UI Element is
Icon , the system enters a default value here based upon the value selected in the
Icon
field.
Localization Use SmartPrompt to select a field value rule if you plan to localize the text. Enter no more than 64 characters. A field value rule with pyActionPrompt as the second key part and this text as the final key part is needed for each locale. When practical, choose a caption already included in a language pack, to simplify later localization. See About the Localization wizard. |
||||||||||
Format |
Appears when the
UI Element
is
Button
or
Link . Select a pre-defined format (
Standard ,
Simple ,
Strong
), which is configured in the
Skin rule. The default selection is
Standard . Use the
Skin rule
to modify the settings for these formats.
Alternatively, select
|
||||||||||
Privilege |
Optional. Appears when the Control Mode is
Action
.
Select the Privilege Name key part of a privilege rule that controls the availability of this control at runtime. During rule resolution at runtime, the system uses the Applies To key part of the current rule as the first key part. If there is a privilege and a when rule (see Disabled field), both rules must evaluate to true for the button to be available to the user. |
||||||||||
When Not Met |
Appears when you enter a privilege. Select
Hide
or
Disable
(the button) if the user fails the privilege rule.
|
||||||||||
Image (for Button or Link) |
Optional. Appears when the
UI Element
is
Button
or
Link .
Insert an icon next to the label by clicking the Show Image Viewer icon . This opens the Image Viewer. Select the binary file you wish to use.
If the button or link
Format
, for example,
|
||||||||||
Image Position |
Appears when you enter an image in the
Image
field.
Select Left or Right to indicate where you want the image to appear in relation to the label. |
||||||||||
Disabled |
Optional. Appears when the Control Mode is
Action
.
Select Yes if you want to apply a when condition that tests whether the user can use the control. If selected, the following options appear:
|
||||||||||
Icon |
Appears when
UI Element
is
Icon . Select a standard icon from the drop-down list. By default, the
Blank
icon is selected when
pxIcon
is entered in the
Control
field on the Cell Properties dialog.
If you specify a standard
pxIcon
variation such as
pxIconPrint
or
pxIconReview, the system selects a standard icon for that rule. For example, if the control is
pxIconAddItem, the
To use a custom icon, select
|
||||||||||
Image (for Icon) |
Appears when you enter
Other
in the
Icon
field. Click the
Show Image Viewer
icon to open the Image Viewer. Select the binary file you wish to use.
As a best practice, use sprites rather than individual images for Icon controls. |
||||||||||
Position |
Appears when the file you select in the
Image
field is defined as a sprite on the Binary File rule form. See
Binary File — Completing the Main tab.
The numbers in the drop-down reflect the number of columns in the sprite. Select the number you wish to use for this control's action. The value in the Tooltip field applies to this position. For information about icon positions, hover the mouse pointer on the help icon next to this field. |
> Format
Use this area to design the appearance of read-only text or an editable control. Action controls do not use formats.
Field | Description | ||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Type |
Select a format (read-only) used with this property. Your selection filters the
format options.
|
||||||||||||||||||
Obfuscated |
Appears if
Type
is
Text .
For read-only, select
For Editable (
|
||||||||||||||||||
Decimal Places |
Appears if
Type
is
Number.
A non-negative integer to control the number of digits presented after the decimal place. The default is
|
||||||||||||||||||
Scale |
Appears if
Type
is
Number.
Select a label indicating the scaling you wish to apply to the number. The scales are K for thousands, M for millions, B for billions, and T for trillions. For instance, if you select
|
||||||||||||||||||
Negative Format |
Appears if the
Type
is
Number .
Select a format (minus sign or parenthesis) for displaying negative numbers.
You can also specify a CSS class if you select one of the
|
||||||||||||||||||
Symbol |
Appears if
Type
is
Number.
When a symbol is specified an additional character(s) is prepended to the value. Currency automatically uses the localized currency symbol, constant uses a string, and reference uses a property value.
Select an option for representing the number as
|
||||||||||||||||||
Separators |
Appears if
Type
is
Number.
Select to use a thousands' separator. Depending upon the default locale, a comma or period is used. |
||||||||||||||||||
Text Alignment |
Appears if
Type
is
Number.
Select left, right, or center alignment. |
||||||||||||||||||
Auto Prepend
Auto Append |
Appears if
Type
is
Text
and the control is not obfuscated.
Select a property or constant that you want to add either before or after the displayed property value. For example, when the user name appears, the system can automatically append the full mail extension to the name or prepend the user's title. |
||||||||||||||||||
DateTime Format
or Date Format |
Use a custom display by selecting "Custom" from the format drop-down list. Enter the appropriate symbols in the field to the right of the drop-down menu to customize the format. For example, if you enter:
EEE, MMM d, yy h:mm a it will display as: Sat, May 1, '99 2:00 PM Note that symbols are case-sensitive. Common symbols include:
Additionally, the number of symbols used determines the display format (when
applicable):
Consult the online Java tutorial on SimpleDateFormat for a complete list of custom symbols. |
||||||||||||||||||
Round second number after |
Appears if
DateTime Format
is
2 days, 5 hours ago
(elapsed time).
Enter a numerical value for the first unit, which determines when the second unit is truncated in the display. When the first unit number reaches or exceeds this value, the second unit does not appear. For instance, if you set the cutoff value to 5, here is how these dates and times will appear to the user: 1 hour, 45 minutes ago 2 hours, 45 minutes ago 3 hours, 45 minutes ago 4 hours, 45 minutes ago 5 hours 6 hours etc. Enter a value of 0 to always display a single unit. |
||||||||||||||||||
True Label
False Label |
Appears if the
Type
is
True/False.
Enter a text string to label either outcome. Used with a boolean type. If the Localize? check box is selected on the section's HTML tab, a SmartPromptAppears in the Constant field in the Parameters dialog. Select a field value rule if you plan to localize the text. If this text is to be localized. enter no more than 64 characters. A field value rule with pyCaption as the second key part and this text as the final key part is needed for each locale. |
||||||||||||||||||
Show validation messages in read-only mode | Select this option to display validation errors to users at run time. When enabled for auto-generated controls in read-only mode, if the control's validation fails, the validation message is displayed. This option is available on the Presentation tab under Read-only Format . It is also available in the control ruleform. When enabled on the control ruleform, all controls using that ruleform have the option enabled. |
To configure actions on the control, select the Actions tab.