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Navigation rules

Updated on November 15, 2021
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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.

Create a new Navigation rule by selecting Navigation from the User Interface category.

Key parts:

A Navigation rule has three key parts:

Apply to Select the class to which this Navigation rule applies.
IdentifierChoose a unique name that indicates the purpose of the rule. Begin the name with a letter and use only letters, numbers, and a hyphen.
TypeThe 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:

  • Standard if this navigation rule is being developed for applications running non-mobile devices.
  • Mobile if this navigation rule is being developed for mobile devices such, as smartphones or tablets. Rules of Mobile type display Navigation (Mobile) in the rule header.

Rule resolution

When searching for instances of this rule type, the system uses full rule resolution which:

  • Filters candidate rules based on a requestor's ruleset list of rulesets and versions
  • Searches through ancestor classes in the class hierarchy for candidates when no matching rule is found in the starting class
  • Finds circumstance-qualified rules that override base rules
  • Finds time-qualified rules that override base rules

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