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Customizing the data and label that are displayed on the recent items list

Updated on April 5, 2022

To change the information that is displayed on the list of recent items at run time, for example, to add new fields, create a copy of the label section, pxRecentLabel, and modify it.

For example, you might want to display both the claimant's name and the claim number in the recent items list. Or you might want to include the rule description, followed by a second line that contains the rule type and rule name, separated by a pipe character.

Before you can customize the data and label on the recent items list, complete the steps in Customizing the list of recent items in your application.

  1. Save a copy of the pxRecentLabel section in your ruleset.

    1. Enter pxRecentLabel in the Dev Studio Search bar, and then press Enter.

    2. In the Search results, select the pxRecentLabel section.

    3. In the pxRecentLabel section, click Save as.

    4. Enter a label for the new section.

    5. Enter @baseclass in the Apply to field. The Applies To class has to be the same as the class of the data page that is used as a data source in the pxRecentGrid section.

    6. Specify the ruleset into which you want to save the section.

    7. Click Create and open.

  2. Modify the section as needed.

  3. Click Save.

  4. Replace the original pxRecentLabel section in your copy of pxRecentGrid section.

    1. Open your copy of the pxRecentGrid section.

      1. In your section that displays the recent items list, click the View properties icon of the cell in the section to open the Cell Properties panel.

      2. On the General tab, click the Open icon next to the section name to open your copy of pxRecent section.

      3. In your copy of the pxRecent section, click the Gear icon in the Section include header of your copy of pxRecentGrid section to open the Layout Properties panel.

      4. On the General tab, click the Open icon next to the section name to open your copy of pxRecentGrid section.

    2. In the copy of pxRecentGrid section, in the Declare_pxRecents data page results list of the Table layout, click the Gear icon next to the cell in the last row to open the Cell Properties panel.

    3. In the Section field on the General tab, enter the name of your copy of the pxRecentLabel section.

    4. Click Submit, and then click Save.

As a best practice, copy and modify the pxRecentLabel section to customize what information is displayed on the recent items list. However, if you want to include a new variable in the recent items list, you can modify the pyAddRecentListItem data transform, which is in the Work- and Rule- classes.

  • Displaying a list of recent items in your application

    You can display a list of the most recently accessed cases, rule or data instance records, Create New and Save As forms, landing pages, wizard items, and instance lists in your application. Displaying a list of recent items gives your application users a quick way to view and open recent items.

  • Data Transforms

    A data transform defines how to convert data that is in one format and class (the source) into data of another format and class (the target). The supported formats are clipboard and JSON. Using a data transform instead of an activity to set property values speeds up development and makes application maintenance easier.

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