Category tab on the Ruleset form

Complete this tab to control the category of this rulesetand to provide additional information for Component rulesets.

In most cases, accept the default category Standard.

Note: The rulesetof type Standard, which you can create on this form, is different than with standard ruleset, which is the Pega-zzzz ruleset that defines the Pega Platform itself.
Field Description
RuleSet Type Select to indicate which category this ruleset belongs to. Your selection affects where this ruleset can appear in a requestor's ruleset list, and how rule resolution finds the rules in the ruleset.
  • Standard — A "normal" ruleset that can contain all types of rules. (All rulesets created in PRPC Version 5.3 and earlier belong to this category.)
  • Component — A restricted ruleset designed to encapsulate functional or capabilities that operate on embedded pages only. Rules in a component ruleset are designed and intended for reuse in multiple systems and applications. See component ruleset for the restrictions.
  • Shared — A restricted ruleset designed for reuse that operates on top-level pages only. See shared ruleset for the restrictions.
  • Branch — Appears only in branch rulesets, which are designed for use with development branches. You cannot change this setting. You create branch rulesets in the Branch area on the Application rule form's Generaltab. See Application form - Completing the General tab.

The category determines where versions of this ruleset can appear on the General tab of the Application form, and so affects requestor ruleset lists and rule resolution. See How the system assembles and uses your ruleset list.

CAUTION:
Choose this value carefully. Although you can change ruleset of Types other than Override later, Pega Platform does not then check whether existing rules in the ruleset meet the restrictions of the Shared or Component categories.

Don't confuse ruleset with a Type of Standard — which you can create using this form and tab — with the standard ruleset, the Pegasystems-supplied rulesets named Pega- ZZZZZ which define Pega Platform.

Property to Embed in Application These optional fields appear only when the Ruleset Type field is Component.

Use the Versions tab to identify version-specific information about a component RuleSet.
Recommended Name Optional. Identify a Page -mode property that is to be available to both the primary (calling) application and the component ruleset. This provides communication between the primary application and the component application.
Page Name Optional. Identify a clipboard page name that is accessed (read, updated, or both) by the component, to pass values to and from the calling application.
Page Class Optional. Identify the class of the page.
Test Automation Settings Optional. Select this check box when you plan to add test case rules to the ruleset. If this box is not checked, no automated unit test rules can be added to the ruleset.