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PRPC SYSTEM ARCHITECT
EXAM BULLET POINTS
Pega Competency-PRPC Bullet points-1.0
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Following things are must Go through these at least one timesee help to get info on these.
All the flow shapes and its uses
All the guardrails
Smart build steps and sequence
All directives, its usage and synta
All standard harness types
All !ecision types and its usages
All Activity types and when they are used
1. PRPC is a combination of BPM ( business process management) and BRE
(Business rules engineering )
2. Te Pega !"stem#s !i$ %R& s are
1. Recei'e
2. Route
(. Report
). Researc
*. Respond
+. Resol'e
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(. !er'ices are interfaces from oter s"stems to PRPC. !tandard ser'ices tat
come in ,it PRPC are
1. Rule-!er'ice-C.M
2. Rule-!er'ice-C.RB/
(. Rule-!er'ice- 0.T1ET
). Rule-!er'ice-E2B
*. Rule-!er'ice-Email
+. Rule-!er'ice-2M!
3. Rule-!er'ice-2!R4)
5. Rule-!er'ice-M6
). Connectors are interfaces from PRPC to oter s"stems. !tandard connectors
tat come in ,it PRPC are
1. Rule-connect-e7b
2. Rule-connect-dotnet
(. Rule-connect-!68
). Rule-Connect-2a'a
*. Rule-Connect-2M!
+. Rule-Connect-!./P
3. Rule-Connet-M6
5. Process Commander supports a tree-le'el organi9ational ierarc" consisting
of organi9ations at te top le'el: di'isions at a second le'el: and units as a
tird le'el
6. Organization; .rgani9ation is on top of te organi9ation ierarc". <t is an
instance of Data-Admin-Organization. B" 0efault PRPC is sipped ,it and
.rgani9ation called Pega!om.
7. Signi"i!an!e o" adding r#$e%et% at Organization& =e can add one or more
rulesets to organi9ation for pro'iding access to all te users belonging to tat
organi9ation to te specified ruleset. /ssume an application li>e %lea'e
application& ,ic needs to be accessed b" all te emplo"ees of organi9ation:
and ten peraps ,e ma" li>e to add lea'e application#s rulesets at
.rgani9ation le'el.
8. Signi"i!an!e o" adding to' $e(e$ !$a%% at Organization& ?ou can
optionall" specif" a top le'el class ,en an organi9ation is created. <t does
not a'e muc significance e$cept it is used as default top le'el class ,en
te users belonging to te organi9ation uses application accelerator to create
an application
9. Di(i%ion& 0i'isions is at a second le'el in te organi9ation ierarc" rigt
after te .rgani9ation. <t is an instance of te class 0ata-/dmin-.rg0i'ision.
1@. =ile "ou are creating a ne, di'ision: "ou a'e to specif" (Mandator") to
,ic organi9ation it belongs.
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11. Signi"i!an!e o" adding r#$e%et% at Di(i%ion& =e can add one or more
rulesets to di'ision for pro'iding access to all te users belonging to tat
di'ision. /ssume an application li>e %8oan application& of a ban> ,ic needs
to be accessed onl" b" te emplo"ees of 8oans di'ision: ten peraps ,e ma"
li>e to add 8oan application#s rulesets at 8oan di'ision le'el: so tat oter
di'isions in te same organi9ation can not a'e access te ruleset
12. Unit& Anit is at a tird le'el in te organi9ation ierarc" rigt after te
di'ision. <t is an instance of te class 0ata-/dmin-.rgAnit.
1(. =ile "ou are creating a ne, unit: "ou a'e to specif" (Mandator") to ,ic
organi9ation and di'ision it belongs.
1). PRPC default organi9ation structure loo>s as belo,

1*. /ccess Broup controls te securit" basing on te 7ob functions. <t is instance
of 0ata-/dmin-.perator-/ccessBroup. Carious aspects tat can be controlled
troug access group are
1. default and a'ailable t"pes of ,or>s( also called as ,or> pools ) :
2. Primar" rulesets ( /ccess Control to rulesets):
(. /ssigned roles:
). Portal la"out
*. 0efault ruleset for ma>ing canges ( 0efault ruleset ,ene'er te user
createsD sa'es as te rule )
16. Portal 8a"out; Te Porta$ is te standard <nternet E$plorer-based user
interface for Process Commander =or>ers: managers: and de'elopers. Te
Portal rule (<nstance of Rule-Portal class) defines te tabs: arrangement: and
labeling of ancors and features: >no,n as gadgets. =e can al,a"s create
ne, portal la"outs b" defining ne, instances of te class Rule-Portal. 8ater
,e can ma>e use of tese portals from operator#s access group.
17. Signi"i!an!e o" adding r#$e%et% at A!!e%% )ro#'& =e can add one or
more rulesets to access group ,en ,e tin> tat securit" needs to be
controlled basing on te specific 7ob function. /ssume tat an application li>e
%Eeart allocation reFuest application& is being de'eloped for all te Pro7ect
Managers in !at"am for ma>ing resource reFuests for teir pro7ects. Ten ,e
can tin> of adding tis application ruleset in an access group called %PM&: so
tat all PMs across all te di'isions in !at"am can access tis application.
18. =e can add rulesets at eiter at .rgani9ation or at 0i'ision or at access
group: *#t not at te unit
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19. <t i% not mandator" to add te rulesets eiter at .rgani9ation: di'ision and
te access group. =e can add at all tese places: at te same time ,e can
refrain *+ not adding at an" of tese places.
2@. /ccess groups are instances of te class 0ata-/dmin-.perator-/ccessBroup
21. Signi"i!an!e o" ,De"a#$t !$a%% gro#' o" -or./ and ,a$$ !$a%% gro#'%/ o"
-or. "ie$d% in a!!e%% gro#' "orm & <n %all te class groups& field: ,e need
to add one or more !$a%% gro#'% so as to create te ,or> pools in ,ic
users associated in tis access group are permitted to create te ,or>
ob7ects. =e can add one class group in te field %0efault class group of ,or>&
22. .perators are created troug instances of 0ata-/dmin-.perator-<0 class.
2(. <mportant entries ,ile creating te operators are
1. .rgani9ation ( Mandator")
2. 0i'ision ( Mandator" )
(. Anit ( Mandator" )
). =or>group ( Mandator" )
*. /ccess Broup ( Mandator" )
+. /llo, Rule Cec> .ut ( Cec> bo$ ) ( .ptional )
2). Cec>ing te %/llo, rule cec> out& cec> bo$ in operator form : allo,s tat
operator to update te rules from te rulesets tat reFuire cec> out
2*. Te PRPC 7argon of securit" and organi9ation ierarc" can be
diagrammaticall" depicted as belo,.
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2+. Ruleset is a container for rules in our application building. /nd it is ,at ,e
deplo" in production en'ironment or sip to customer.
23. /n instance of Rule-Ruleset-name is created ,en ,e first time create te
rule set. /n instance of Rule-Rule!et-Cersion is created ,ene'er te 'ersion
is upgraded including ,en te first 'ersion is created. Te relation bet,een
Rule-Ruleset-name and te Rule-Rule!et-Cersion is one to man".
25. /ll te rules tat ,e create for our application sould belong to one or oter
ruleset. P"Rule!et propert" in te Rule- Class represents tis
24. Toug ,e >no, tat all te instances of all te Rule- ierarc" classes ,ill
a'e 'ersions: instances of follo,ing classes ,ill not a'e an" 'ersion
a. Rule-.b7-Class
b. Rule-Ruleset-1ame
c. Rule-Ruleset-Cersion
d. Rule-/ccess-Role-.b7
e. Rule-Metod
(@. Rule!et naming Con'entions
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a. /n" Case is .> but Mi$edCase is good practice
b. Ma$ (2 caracters and no spaces allo,ed
c. Prefi$ of Pega or Pega- sould not be used as tese are
restricted for use b" Pega !"stems. ( Practicall": for no,
Pega prefi$ is allo,ed but Pega- prefi$ produces te
error)
d. !pecial caracters: Fuotes and G signs are not allo,ed
e. 0as and underscores are not recommended to be used
(1. Process Commander is sipped ,it ) standard rulesets 'i9:
a. Pega-ProCom H !upports business Process Management
b. Pega-<n'!'cs H !upports integration ser'ices
c. Pega-=B H !upports portal infrastructure
d. Pega-Rules H !upports rules engine and rule resolution
(2. Rule!et Iormat
8oan/ppl @1-@2-@(
@1- Cersion
@2 HMinor release ,itin te 'ersion
@( H <nterim or patc release ,itin minor release
33. Pri(ate R#$e%et & =ene'er application de'eloper cec>s out te rule: it
entersD belongs to pri'ate ruleset . Asers ,o a'e te %/llo, Rule Cec>
.utJ& cec> bo$ (on teir .perator <0 instance) cec>ed can place copies of
rule instances into a personal or pri'ate Rule!et. Te name of tis Rule!et is
te same as teir .perator. s"stem automaticall" creates te pri'ate ruleset
,ene'er reFuired. 1o e$plicit instance of te Rule-Rule!et-1ame e$ists for a
pri'ate Rule!et.
34. Ho- a #%er0% r#$e%et $i%t i% "ormed 1 t2e $ogi! 34 Te s"stem adds entries
it finds from follo,ing sources in t2e order $i%ted. Te s"stem adds entries it
finds from tese sources in te top of te list:
1. ReFuestor ; (0ata-/dmin-ReFuestor class) K Asuall" tis adds te
Rule!ets named Pega-RA8E!: and Pega-<nt!'cs and a 'ersion or
'ersion prefi$ for tese
2. 0i'ision K /s referenced in te .perator-<0 instance
(. .rgani9ation K /s referenced in te .perator-<0 instance
). /ccess Broup ; /s referenced in te .perator-<0 instance
*. Ruleset Cersions K PrereFuisite Rule!ets and Cersions to tose alread"
compiled
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+. .perator <0 ; <f tis user as te abilit" to cec> out rules: te
personal Rule!et (named te same as te .perator <0 >e") is added
last. /lso called as pri'ate ruleset
35. R#$e-Admin-Prod#!t& Rule-/dmin-product instances can be used as a
pac>aging and deplo"ment utilit" in PRPC. Ior e$ample: "ou can specif" ,at
are all te rulesets and respecti'e 'ersions: dataDoter class instances tat
sould become part of te final deplo"ment. ?ou can also specif" a install file
(tml) and an acti'it" (,ic ,ill run up on installation of te 9ip file on te
target macine) on te product form. .nce "ou define te product form "ou
can clic> te %Create Lip file& button: ,ic ,ould create te product#s 9ip file
in %!er'ice E$port& director".
36. Tere are t,o important re'etiti(e tings tat can be added in Rule-/dmin-
Product <nstance ;
i. .ne or more rulesets and teir 'ersions
ii. .ne or more 0ata- and oter ( peraps non Rule- )concrete
classes and respecti'e 52en filters. Te respecti'e data class#s
instances are pic>ed up onl" ,en tese =en filters (Rule-
.b7-=en) true.
(3. <mportant options tat ,e can do from %Mo'e Rules Tool&
1. E6'ort R#$e% option; Copies rules from rulebase to a 9ip file on a
ser'er. Te t"pical screen tat appears on using tis tool is
Anli>e Rule-/dmin-Product: "ou can onl" specif" one ruleset ere: but
"ou can specif" all 'ersion or a particular 'ersion. Ten "ou can gi'e
suggested name for te 9ip file and can clic> %E$port 0ata to Lip file&
to >eep te 9ip file in te %!er'ice E$port& director"
2. Load r#$e% to r#$e*a%e option ; Tis option can be used to load te
rules from te 9ip file in to "our s"stems if te 9ip file is alread" in te
!er'ice e$port director". Te t"pical screen tat appears on using tis
tool is
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?ou can select te reFuired 9ip file and use %<mport 0ata from Lip Iile&
to load rules to te rulebase
3. U'$oad zi' "i$e into t2e r#$e*a%e option & Tis option can be used
,en "ou ,ant to transfer a L<P file created b" te Mo'e Rules tool or
te Product rule from "our ,or>station dis> to te Ser(i!eE6'ort
director" on a target Process Commander s"stem b" using ITP. Te
t"pical screen tat appears up on selecting tis option is.
Remember tat te source file must be on "our s"stem dis> and "ou
must be operating tis ,#'$oad zi' "i$e o'tion/ from "our macine
as client and Target macine as PRPC ser'er
4. Do-n$oad E6tra!ted r#$e% to PC .ption ; Tis option is used to
do,nload te 9ip file tat contains e$tracted rules to "our ,or>station.
Te t"pical screen tat comes upon selecting tis option is
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Ior e$ample "ou are connecting to a PRPC ser'er as a client and "ou ,ant
to do,n load te 9ip file from PRPC ser'er#s %!er'ice e$port% director" to
"our ,or>station#s ard dis> "ou sould use te abo'e option
5. S.im to a ne- 7er%ion .ption& !>imming creates rules for a ma7or
Rule!et 'ersion b" cop"ing selected rules of lo,er numbered 'ersions
of te same Rule!et on t2e %ame %+%tem !>imming collects te
igest 'ersion of e'er" rule in te Rule!et and copies tem to a ne,
ma7or 'ersion of tat Rule!et on te same s"stem. Te t"pical screen
"ou ,ill see up on tis option is
(5. Remember tat during s>imming: ,e altogeter get a ne, ma7or 'ersion. <t is
not possible to s>im 7ust to a iger minor 'ersion or patc 'ersion. Ior
e$ample if ,e are s>imming !at"am8oan/ppl ; @*-@+-@3: te onl" options ,e
a'e is @+-@1-@1: @3-@1-@1M.. and so on: but "ou can not s>im to @*-@+-@5
@*-@3-@3 or @+-@2-@1
39. /'ailabilit" of te rules; /'ailabilit" is an important aspect of an" rule for it to
be considered b" Rule resolution algoritm. '+R#$eA(ai$a*$e propert"
represents ,eter a gi'en rule is a'ailable or not J /t an" point of time: tis
propert" can be set ,it eiter of te follo,ing four 'alues
i. YES ; <ndicates tat tis rule is a'ailable. Rules ,it a ?es
'alue are 'isible to rule resolution processing and e$ecuted.
ii. NO ; <ndicates tat is rule is not a'ailable and become
in'isible to te rule resolution algoritm for all users (including
"ourself). Te 1o setting is useful in e$perimentation and
troublesooting to assess te effect of t,o rule 'ersions.
E$ ; <f "ou are setting %1o& status for a rule of 'ersion @1-@1-
@(: still @1-@1-@1: @1-@1-@2: @1-@1-@) of same rule are 'isible
to rule resolution algoritm
iii. BLOC8ED ; Tis is a stronger form of No because it affects
all lo,er-numbered 'ersions of te rule and it ma>es all
lo,ered numbered including tis 'ersion not to be 'isible to
rule resolution algoritm. Note & / bloc>ed rule does not
pre'ent rule resolution from finding (and running) iger-
numbered 'ersions
E$; <f "ou are setting %B8.CNE0& status for a rule of 'ersion
@1-@1-@(: onl" upper 'ersions li>e @1-@1-@)M.. of same rule
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are a'ailable to rule resolution algoritm. 8o,er 'ersion li>e @1-
@1-@1 and @1-@1-@2 are not a'ailable for rule resolution
algoritm

iv. 9INAL ; =e need to set a'ailabilit" to Iinal if ,e ,ant tis
rule to be a'ailable (eFui'alent to ?es): but ,ant to pre'ent
oters from o'erriding tis rule in an" oter Rule!et. / final
rule can be superceded b" a iger-numbered 'ersion (in te
same Rule!et): but not b" an" 'ersion in an" different Rule!et.
)@. / rule is said to be a'ailable onl" ,en it#s a'ailabilit" is eiter %?es& or
%Iinal&
41. Cir!#m%tan!e& / !ir!#m%tan!e is an optional Fualification and refinement
of te rule resolution algoritm. 0ifferent 'ariants of a rule ,itin same
'ersion can be created ,it different fla'ors to suit for different situations. /
rule tat references a propert" in te Cir!#m%tan!e Pro'ert+ field is >no,n
as a Ocircumstance-FualifiedO rule instance. Te one ,ic does not a'e an"
circumstances specified is called as %AnFualified rule&
42. Ho- doe% !ir!#m%tan!e -or.% d#ring r#$e re%o$#tion& /t run time: te
s"stem first finds rules based on te class ierarc" and ten searces for te
rules tat a reFuestor session needs: it compares te 'alues of te R#$eSet:
7er%ion: and A(ai$a*i$it+ fields ,it a reFuestorPs o,n Rule!et list to
determine ,ic rule to e$ecute. Tis part of te rule resolution searc ma"
result in multiple candidate rules to e$ecute (tere could be one non-
circumstance Fualified and more tan one circumstance Fualified rules of
same 'ersion). Te rule resolution algoritm ten tests te propert" 'alues
defined in te circumstances fields against te propert" 'alues on te
clipboard. <f a matc is found: it selects te circumstance-6ualified rule and if
no matc is found: ten unFualified rule is selected
43. ?ou canPt use circumstances ,it declarati'e rules.
)). ?ou canPt use circumstances ,it a final rule.
45. /ll rule classes ,ill not a'e te %circumstance& feature on. .nl" tose rule
classes ,ic ,ere created ,it te option ,A$$o- Se$e!tion *a%ed on
'ro'ert+ r#$e%/ is cec>ed in
)+. Te circumstance Fualified rule loo>s as belo,
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47. Time :#a$i"ied r#$e%& / time-Fualified rule is te one ,ic is Fualified ,it
a start date and an end date. Regardless of oter rule resolution logic: time-
Fualified rule instances are found and used onl" bet,een te start date and
time and te end date and time. Before or after tese moments in time: te"
are in'isible to rule resolution.
)5. /fter "ouP'e sa'ed a time-Fualified rule: a cloc> appears on te rule form near
te /'ailabilit" cec> bo$. To 'ie, te start and end times in a ToolTip: old
te pointer o'er te cloc> icon. Eere is te feel.

49. /ll rule classes ,ill not a'e te %Time Fualification& feature on. .nl" tose
rule classes ,ic ,ere created ,it te option ,A$$o- r#$e% t2at are (a$id
on$+ "or a !ertain 'eriod o" time/ is cec>ed in.
50. Note on !ir!#m%tan!e and time :#a$i"ied r#$e%& =e >no, tat te rules
,ic are Fualified eiter troug te Circumstance or troug te Time
ranges are called %6ualified rules&. =e sould reali9e tat Fualified rules can
be created onl" after a base unFualified rule is created. ?ou canPt delete te
base-unFualified rule ,en a Fualified rule of te same rule e$ists.
51. S'e!ia$ note on time :#a$i"ied r#$e% & /t an" gi'en time: if tere are t,o
or more time-based rules: all 'alid at te current time and date: te s"stem
selects te ones ,it te soonest end date. <f tere is more tan one
candidate ,it te same end date: it pic>s te one ,it te most recent start
date
;<Ste'% o" R#$e Re%o$#tion a$gorit2m $oo. #'&
1. Mat!2 C$a%% Hierar!2+ & /lgoritm first loo>s for appropriate class up
te ierarc"
2. 9i$ter *+ R#$eSet Li%t and a(ai$a*i$it+& /lgoritm ten matces
Rule!et and Cersion associated ,it te rule instance against te
Rule!et list of te user. /lso te a'ailabilit" of te rule is ta>en into
consideration at tis point. <f te rule is not a'ailable: rule resolution
algoritm can not consider tat rule
3. 9i$ter *a%ed on time & /lgoritm ten filters te rules: if te" are
time Fualified 'ersions of te rule
4. =#a$i"+ on !ir!#m%tan!e & /lgoritm ten Fualifies and selects te
appropriate circumstance Fualified rule
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5. En"or!e% a!!e%% ro$e% and Pri(i$ege% & /lgoritm ten e$cludes
rules tat te user (or reFuestor process) cannot e$ecute for securit"
or access control reasons
6. E6e!#te t2e S#r(i(or R#$e & <f no rule instances sur'i'e te abo'e
fi'e pases: te user process is notified of te Onot foundO condition
53. 5or. Li%t & / ,or> list is an outstanding( not complete ) assignments ( ,or>
ob7ects ) ,aiting "or a #%er to perform tem.
Te ,or>list appears in te M+ 5or. In Progre%% area of tis ,or>space
for e'er" operator.
54. 5or. )ro#' & / ,or> group is an instance of 0ata-/dmin-=or>Broup.
=or>group is logical collection of operators and usuall" ,or>group ,ill a'e a
manager. .perator <0 data instance (0ata-/dmin-.perator-<0 class) usuall"
identifies a ,or> group to ,ic te user belongs. /lso ,or>group facilitates
for better monitoring and re'orting of tas>s
**. =ile ,e define an operator: if te ,or> group is left empt": tat operator can
enter ,or> ob7ects but not access a ,or>list or ,or>bas>ets.
56. 5or. Ba%.et& / -or.*a%.et is an instance of te 0ata-/dmin-=or>Bas>et
class. /s ,or> ob7ects progress troug a flo, e$ecution: te s"stem creates
assignments. /ssignments ma" be associated eiter ,it indi'idual users
(and appear on teir ,or>lists) or ,it a ,or>bas>et. /ll users ,o are
Fualified to remo'e ,or> ob7ects from tat ,or> bas>et ma" remo'e an
assignment from te ,or>bas>et to process te assignment.
57. 5or. 'oo$& 0ifferent ,or> t"pes (classes deri'ed from te =or>- base class)
are grouped in to one class group and ,en tis class group is added to a
user in is access group: user can ,or> on troug eac ,or> t"pe of eac
class groups. Class groups so added are called as =or> pools.
58. <nstances of Data-Admin-DB-Ta*$e are used for mapping te classes and
class groups ,it 0B tables. /t an" point of time: if a class is not mapped to
an" 0B table: it#s instances are stored in it#s super class#s mapped table. Te
principle is recursi'e.
59. Ho- are t2e !a$endar% de"ined in PRPC 4 ; Calendars can be defined as
instances of 0ata-/dmin-Calendar and ten tese instances can be added at
.rgani9ation or at .perator le'el. Ior e$ample ,e can define a calendar called
%!at"am-2@@*& ( ,ere ,e define ,at are ,or>ing ours on eac da": and
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,at are te olida"s and all ): ten ,e can add tis calendar ( !at"am-
2@@*) ,en ,e define te .rgani9ation called %!at"am&
+@. =or> Parties are interested in te progress and resolution of a particular ,or>
ob7ect: but te" need not necessaril" perform ,or> on te application. T"pical
t"pes of ,or> parties are customers (t"picall" te primar" part"): staff
members tat are interested in te progress of te ,or> ob7ect: but don#t
directl" act upon te ,or> ob7ect and e$ternal organi9ations etc.
1(. Process commander comes ,it 'arious standard ,or> part" classes. Eligible
standard classes include;
0ata-Part"-Bo'
0ata-Part"-.perator
0ata-Part"-Com
0ata-Part"-.rg
0ata-Part"-Person
?ou can use tese classes as it is: or "ou can create a ne, class tat inerits
from 0ata-Part"
61. Te standard ETM8 rule %part"0ispla"& in ,or> part" classes determines
,ic fields appear for eac part" role
+2. Te Portal al,a"s contains t,o main sections one on left side and anoter on
rigt side. 8eft side section is called %na'igation panel& ,ic contains
e$pandable na'igation bars. Rigt side section is called %=or> !pace& and is
conte$t sensiti'e in te sense te contents cange based on te selected
section on left and side na'igation panel
+(. Te so,-7a'a feature on eac rule form displa"s te underl"ing 2a'a code for
te rule
+). %=ere /m <& feature so,s "ou: at ,ic assignment "ou are in te flo,
currentl".
+*. Te <nitial !etup ,i9ard is usuall" run b" "our s"stem administrator to
prepare te en'ironment for te application de'elopment. Ee creates te
s>eleton organi9ation ierarc": core set of operators and access groups: base
ruleset and te top-le'el class b" running te initial setup ,i9ard.
++. Te application accelerator automates te process commander design
metodolog". Te application accelerator creates te basic components
reFuired for an" Process Commander application tailored for te business
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processes. Te ,ole idea is H Iirst use te application accelerator to create
te foundation for "our application: ten use te process commander portal to
add furter components as te design progresses
+3. =or>- . CorrApdate acti'it" updates te correspondence
+5. Te application accelerator#s capabilit" includes te creation of
1. initial ruleset:
2. simple class structure including co'ers and ,or>-related classes:
(. class group( ,or> pool ):
). prefi$es for ,or> ob7ects and co'er classes:
*. properties: models
+. ,or> parties:
3. user interfaces:
5. basic flo,s:
4. ,or>bas>ets: ,or>lists and ,or>groups
+4. /pplication accelerator includes follo,ing ,i9ard steps
1. !tep 1 ; define /pplication name and ruleset name
2. !tep 2 ; 0efine Carious t"pes of ,or>s possible and respecti'e prefi$es
for ,or> <0s
(. !tep ( ; 0efine te ,or> parties
). !tep ) ; 0efine properties: default 'alues for properties: displa" mode
for properties
*. !tep * ; 0esign te A< b" coosing te displa" properties and te
section
+. !tep + ; !elect te standard flo,: create ,or>bas>ets: ,or>lists and
,or>groups
3@. /pplication accelerator automaticall" adds te ne,l" created ruleset and te
,or> pool to "our access group. .nl" ting "ou need to do is re login to te
application so as to see te ne, ,or> pool in te list
71. '+R#$eSet propert" in Rule- class represents: to ,at ruleset a gi'en rule
belongs
72. '+R#$eSet7er%ion propert" in Rule- class represents: to ,at ruleset
'ersion a gi'en rule belongs
73. /n instance of R#$e-R#$eSet-Name is created ,en te first 'ersion of
ruleset is created
3). =or>- . /ddCo'ered ( /cti'it" ) creates a ne, co'ered ,or> ob7ect
3*. =or>-. /ddToIolder adds te ,or> item to te folder
a.
- 16
3+. Ilo, actions specif" te coices tat user a'e ,en performing an assigned
,or> ob7ect. Ilo, actions are mainl" of t,o t"pes i.e.: connector actions and
local actions.
33. Connector actions ad'ance te flo,. Te" are associated ,it te connector
tat e$ists at te assignment: so selecting tem causes te flo, to ad'ance
along ,it te pat
35. 8ocal actions allo, te user to update te ,or> item: but don#t ad'ance te
flo,. /fter te assignment ,as committed: te flo, remains at te same
assignment from ,ic te local action ,as performed
34. / ,en condition is a Boolean e$pression based on te 'alues in te
clipboard.
5@. Te utilit" acti'it" can return a status 'alue troug te Tas>!tatus-!et
metod: ,ic can be used for tal>ing pats in te flo,
81. =or>-./ction1otif"6uic> acti'it" creates simple correspondence
82. =or>-. /dd acti'it" creates a ne, ,or> ob7ect ( ,itout a co'er ob7ect)
5(. Carious standard ( read" to use ) flo, actions are defined at ,or>- Class
5). Most of te standard flo, actions can be used eiter as a local action or as a
connector action. Eo,e'er some flo, actions are 'alid to be used as onl" one
t"pe. Anless oter,ise specified: "ou can use in eiter ,a".
5*. !ome of important standard flo, actions tat come ,it PRPC are
1. /ddToCo'er( 8ocal onl" ) H <ncludes te ,or> ob7ect as sub tas> of
co'er
2. /ddToIloder( 8ocal onl" ) H /dds te ,or> ob7ect to te folder
(. /ssign ( 8ocalD Connector ) H /ssigns te ,or> ob7ect to te co'er
). /ttac/Iile ( 8ocal onl") - /ttaces a file to te ,or> ob7ect
*. /ttac/1ote ( 8ocal .nl" ) H /ttaces a note to te ,or> ob7ect
+. /ttac/AR8 ( 8ocal .nl") H /ttaces te AR8 to te ,or> ob7ect
3. Cancel/ssignment ( Connector onl" ) H Cancel te current assignment
5. Cange/ssignment!8/ ( 8ocal onl" ) H Apdate !8/ and related( goal:
deadline and urgenc") fields for current assignment
4. Cange=or>!8/ ( 8ocal onl" ) H Apdate !8/ and related( goal:
deadline and urgenc") fields for current assignment and also for ,or>
ob7ect
1@. Iinis ( 8ocal D Connector ) H Apdate te status ,it notes and ten
sa'e and close te ,or> ob7ect
11. 1otif" ( 8ocal D Connector ) H Benerate correspondence (notifications )
from te list of templates
12. 1otif"E$ternal ( Connector onl") H Benerate correspondence
( 1otifications ) to a part" e$ternal to process commander
1(. 1otif"6uic> ( Connector onl" ) H <nitiate correspondence
( 1otifications) using Fuic> template for rapid te$t entr"
1). Re7ect (Connector onl") H Re7ect ,or> ob7ect from furter
consideration: resol'ing it ,it Re7ection status.
- 17
1*. Remo'eIromCo'er ( 8ocal .nl" ) H Remo'e ,or> ob7ect from co'er
1+. Remo'eIromIolder ( 8ocal .nl" ) H Remo'es ,or> ob7ect from folder
13. Resol'e ( Connector onl" ) H Complete current assignment: resol'ing
,or> ob7ect accordingl"
15. !a'e ( 8ocal .nl" ) H Apdate te ,or> ob7ect ,itout resol'ing it :
sa'ing te canges to te field 'alues
86. /ssignment is a pause in te flo, and it signifies tat a person or e$ternal
s"stem must act on a ,or> ob7ect before te flo, can progress. <n certain
situations assignments can be processed completel" or in part b" a Process
Commander agent rater tan b" a person
87. /ssignments are created b" a flo, operating on a ,or> ob7ect: but te" are
not temsel'es part of te ,or> ob7ect. Te s"stem sa'es data relating to an
assignment in instances of te /ssign-=or>bas>et class: /ssign-=or>list
class: or oter subclasses of te /ssign- base class. Means ,ene'er a
,or>ob7ect reaces an assignment: it creates an instance of respecti'e
/ssign-Q class. Tis instance stores all te assignment pertaining information
rater tan ,or> ob7ect itself
55. !ome of te important properties in te /ssign- class: ,ic are used for
eac assignment.
1. P"/ssignment!tatus ; / user defined status: initiall" blan> or ne,
2. PRArgenc"/ssign ; Argenc" 'alue for te assignment. Tis is not same
as te p"Argenc" propert" ,ic is urgenc" of ,or> ob7ect as a ,ole
54. p$Argenc"=or> is for ,ole ,or> ob7ect
4@.
41. <mportant sape properties in te assignment are
1. /ssignment rule to use; 1ame of te assignment acti'it". Currentl" )
t"pes a'ailable. ?ou can create "our o,n b" ma>ing an acti'it" as t"pe
of assign
i. =or>8ist ; Causes te assignment to be placed on te ,or>list
of current operator
ii. =or>bas>et ; Causes te assignment to be placed in a ,or>
bas>et: determined b" an associated router sape
iii. E$ternal ; !tarts te direct ,eb access feature
i'. /gent ; !ends te assignment to te bac>ground process rater
tan to a person
- 18
2. <nstructions ; Te te$t entered ma" later appear on te ,or>list or te
Re'ie, form for te ,or> ob7ect
(. !tatus=or>; =e ma" enter a ,or> ob7ect status 'alue tat is to appear
,en te assignment first appears on te ,or>list or in te
,or>bas>et. <f "ou lea'e tis blan>: te status 'alue is uncanged as
tis assignment is created.
). !tatus/ssign; !tatus at tis assignment. Tis is not ,or> ob7ect status
*. Confirmation 1ote; .ptionall" ,e can enter te confirmation note. Tis
note appears on te confirmation form presented to te user ,en te
flo, action is completed
6. Harne%%P#r'o%e & =e can enter te P#r'o%e >e" part of a arness
rule (Rule-ETM8-Earness rule t"pe) te s"stem is to use to present
tis assignment
3. 8ocal actions ; "ou can add one or more local flo, actions
5. !er'ice 8e'el; ?ou can assign a ser'ice le'el (Rule-.b7-!er'ice8e'el)
rule to tis assignment.
42. ?ou can assign acti'ities at goal and deadlines of eac ser'ice le'el: and
tese acti'ities ,ill be fired ,en goal and deadline times are passed on
4(. 8i>eliood field appears for connector onl" ,en connector t"pe is selected as
%/ction& or %!tatus&
4). =en an assignment is gi'en a ser'ice le'el: it ta>es precedence tan te
flo,# s ser'ice rule onl" for tat assignment
95. Te s"mbol for comments sape is . ?ou can add tis at an" stage of
te flo,. <t does not a'e an" impact on processing of te flo,.
4+. Connector arro,s so, as eiter red or blue. / red arro, indicates tat te
OfromO (tail) or OtoO (ead) end of te connector is not "et connected to a tas>
sape. / blue color indicates a properl" connected connector (1ot sure on tis
.. 1eed to test )
43. PRPC comes ,it certain standard built in flo,s ,ic u can use as it is or
customi9e. !ome of suc flo,s are
1. =or>-Co'er-.1e,=or>
2. =or>-. Ilo,Problems
3. =or>-Iolder-. 1e,=or>
4. =or>-. 1e,=or>
5. =or>-.Cerif"!endCorr
- 19
98. B" default te assignment normall" appears on te ,or>list of te user
running te flo,. =e can add a router tas> later if "ou ,ant te assignment
to be sent (at least under some circumstances) to an" user oter tan te
current user: or sent to a ,or>bas>et.
44. <mportant sape properties for connector are
1. Connector; Tere are fi'e options a'ailable ere. %/l,a"s&: %/ction&:
%!tatus& : %Else& and %=en&
i. /ll of te coices ma" not be a'ailable al,a"s. <t all depends on
te sape from ,ic te connector emanates. Ior e$ample
a. =en te connector is from assignment: "ou ,ill a'e
onl" %/ction&.
b. =en te connector is from utilit": "ou ,ill a'e four
options i.e.: all e$cept %/ction&
c. =en te connector is from te decision "ou ,ill a'e
onl" !tatus and Else.
d. =en te connector is from for>: "ou ,ill a'e four
options i.e. all e$cept %/ction&
ii. /l,a"s; =en tere is to be onl" one possible pat from te
connector.
iii. !tatus; <f te connector is from a Atilit" tas> sape: a Ior> tas>
sape or a 0ecision tas> sape and "ou ,ant to perform a
comparison. Te flo, proceeds on tis connector onl" if te
'alue returned at run time matces te 'alue in te te$t bo$
iv. /ction; Ior a connector tat is to be associated ,it a flo,
action. <n te tird bo$: enter te name of a (non-local) flo,
action
v. =en; Te ,or> ob7ect is permitted to flo, along tis
connector ,en onl" ,en a certain ,en condition rule
e'aluates to true. <n te tird bo$: enter te name of a ,en
condition rule.
vi. Else ; To define a none-of-te abo'e connector tat te flo, is
to use ,en no oter connectors are 'alid
2. Ilo, action D =en D !tatus ; =eter it is %flo, action& or %,en& or
%!tatus& depends on te coice in te pre'ious field
i. Ilo, /ction ; <f "ou coose %/ction& in te connector option:
"ou need to enter te flo, action name ere
ii. !tatus; <f "ou coose %!tatus& in te connector option: "ou
need to enter a te$t 'alue to matc te te$t 'alue returned at
- 20
run time b" te decision tas> (a map 'alue: decision table or
decision tree) or te utilit" acti'it".
iii. =en ; <f "ou cose %=en&: ,e need to enter te %=en&
Condition rule name or "ou can do a propert" comparison
3. !et Properties ( .ptional ) ; ?ou can coose to update some properties
,ene'er te ,or> ob7ect follo,s tis connector in te flo, rule
). /dd to /udit trail (.ptional); Clic> te plus sign to access a te$t bo$.
Te$t entered ere appears as a istor" instance for te ,or> ob7ect:
recording tat tis connector ,as follo,ed
1@@. Te summar" of actions for connectors ,en te" are coming out of
different sapes is
Connector
action
/ssign
ment
0ecision Atilit" Ior> !pin-.ffD
Called
flo,
D!pilt-7oin
D!plit for
eac
<ntegrator
/l,a"s 1o 1o ?es ?es ?es ?es
/ction ?es 1o 1o 1o 1o 1o
!tatus 1o ?es ?es ?es 1o 1o
=en 1o 1o ?es ?es ?es ?es
Else 1o ?es ?es ?es ?es ?es
101./n integrator tas> in flo, is an acti'it" tat connects "our Process
Commander s"stem to an e$ternal s"stem to send or recei'e data
102.<ntegrators on flo,s use acti'ities (,it Connect as te acti'it" t"pe) tat call
connector rules (Rule-Connect- rule t"pes).
1@(.<n decision sape on flo,s ,e can refer an" of te flo,ing
1. Map Calue
2. Map 'alue pair
(. 0ecision tree
). 0ecision table
/t run time: te s"stem e'aluates te decision rule based on inputs from
te flo, and te ,or> ob7ect: and cooses one of te outgoing connectors
based on te result. 1o user interaction or input is reFuired.
1@). <f a map is selected on te decision of flo,: ,e need to enter onl" te ro,
input ,ere as if map 'alue pair is selected: ,e need to suppl" bot ro, input
as ,ell as column input
?ou can peraps use te map 'alue as in te follo,ing e$ample in te
decision of a flo,
- 21
/ssume "ou need to mo'e in different directions basing on a grade of
a student. ?ou can suppl" te mar>s and ten get te Brade
eFui'alent from te map. <f te map 'alue returns 'alues O/O: OBO: and
OCO: te flo, could include four connectors flo,ing from te 0ecision
tas> sape: all corresponding to !tatus comparisons. .ne connector
compares te returned 'alue to %/&: one to OBO: one to OCO: and a
fourt could become te default (Else) connector
?ou can optionall" store te 'alue of output of map in a propert" b"
using %!tore Result Iield%
1@*. Ior> sape in te flo,; =e need to use te for> sape in te flo, ,en ,e
,ant to represent a point ,ere te flo, e$ecution cooses one of te fe,
different pats (Connectors) based on te tests on te ,or> ob7ect. /t run
time te s"stem e'aluates te conditions on eac connector: starting ,it te
connector assigned te igest li>eliood.
1@+.1otif" sape to an assignment ,ill cause our application to send
correspondence to a ,or> part" in te ,or> ob7ect reflecting te assignment.
(Te s"stem creates tis correspondence as te assignment is created: not
,en it is performed.). ?ou need to suppl" one of te notif" ( acti'it" of t"pe
notif") to te notif" sape.
1@3. Te difference bet,een te notif": router and comments s"mbols in flo, is
'er" narro,. Be careful ( te" loo> same to some e$tent)
This is a comment
1@5. Te 'arious standard acti'ities tat can be used in te flo,s are
1. /ssignment Tas> acti'ities
i. E$ternal ; Creates an e$ternal assignment: an instance of te
/ssign-E$ternal class (or a subclass of tis class): part of te
0irected =eb /ccess facilit"
ii. =or>list ; Creates a normal assignment (/ssign-=or>list class)
added to a userPs ,or>list.
- 22
iii. =or>bas>et ; Creates a normal assignment (/ssign-=or>bas>et
class) added to a ,or>bas>et. <f te ,or>bas>et doesnPt e$ist:
te assignment can be routed to te current user
2. <ntegrator Tas> acti'ities ; Because tese tas>s in'ol'e e$ternal
s"stems: tere are no standard rules ,it tis t"pe
(. 1otif" Tas> /cti'ities ; ( Referred from notif" sape )
i. 1otif"/ll ; !end correspondence to eac ,or>part" identified in
te ,or> ob7ect

ii. 1otif"/ssignee ; !end correspondence to te user ,o recei'ed
te assignment
iii. 1otif"Part" ; 1otifies specified part"
). Routing acti'ities ; ( Referred from Routers )
i. To/gent=or>Bas>et ; Routes te assignment to te
,or>bas>et belonging to an agent
ii. ToCorrPart"Role ; Route te assignment to te part" referenced
b" te correspondence
iii. ToCreate.perator ; Route te assignment to te user ,o
entered te ,or> ob7ect
iv. ToConstCenterManager ; Routes te assignment to te ,or>list
of te Cost Center manager (not te manager) of a userPs
organi9ation unit.
v. ToCurrent.perator ; Routes te assignment to te ,or>list of
te user ,o o,ns te ,or> ob7ect.
'i. ToCustomer ; Routes to a ,or> part" ,o is identified as a
customer
'ii. To0ecisionMap ; Route to te result of decision map
'iii. To0ecisionTree ; Route to te result of te decision tree
i$. To0efault=or>Bas>et ; Routes te assignment to te
,or>bas>et of te ,or> group tat tis user belongs to.
x. To.rgAnitManager ; Routes te assignment to te ,or>list of
te manager of a userPs organi9ation unit.
xi. To.'er/ll!8/ ; Routes te assignment to te ,or>bas>et
named defaultSxxxx.yyy: ,ere $$$$.""" identifies te name
of te organi9ation tat tis user belongs to
xii. To=or>bas>et ; Routes te assignment to a ,or>bas>et
identified in a parameter.
xiii. To=or>BroupManager ; Routes te assignment to te ,or>list
of te manager of te ,or> group tat tis user belongs to.
$i'. To=or>8ist ; Routes te assignment to te ,or>list of a specific
user: identified in a parameter
$'. To=or>Part" ; te assignment to te ,or>list of a ,or> part" in
te ,or> ob7ect: identified troug a parameter
- 23
*. Atilit" Tas> acti'ities ; ( Referred from Atilities )
i. /ddEistor" ; /dd a istor" instance to te istor" of a ,or>
ob7ect
ii. Cec><f1e, ; Cec> ,eter a ,or> ob7ect as an <0 assigned
iii. Corr1e, ; !end correspondence (tat reFuires no user
interaction): and sa'e it as an attacment to te ,or> ob7ect
i'. 0uplicate!earc ; !earc for oter ,or> ob7ects tat migt be
duplicates of tis ,or> ob7ect
'. Benerate<0 ; Computes a ne, ,or> ob7ect <0 for a ne, ,or>
ob7ect
vi. RaiseTic>et ; !ets (turns on) a tic>et rule. <dentif" te tic>et
name as a parameter
'ii. Resol'ed ; Apdates 'arious properties needed for reporting:
,en a ,or> ob7ect becomes resol'ed
'iii. Apdate!tatus ; Canges te status of a ,or> ob7ect (not te
status of an assignment): and adds a record of tis cange to
te istor" of te ,or> ob7ect
1@4.Te main difference bet,een for> and decision in te flo, H 0ecision
e$ecutes a decision rule ( li>e map: map 'alue pair: decision tree and decision
map ) and ten basing on te output it ta>es appropriate branc ( basing on
te status ). =ere as for> does not e$ecute an" decision rule: it brances
te flo, basing on te ,en condition embedded in te connectors emanating
from te for>
11@.Carious portal la"outs and te a'ailable na'igation bars are
/dminister 0asboard Monitor
acti'it"
Manage
rules
Process
,or>
Tools
=or>
Manager
8a"out
1o 1o ?es 1o 1o 1o
Process
/rcitect
1o ?es ?es ?es ?es ?es
!"stem
arcitect
1o ?es ?es ?es ?es ?es
/dministrator
8a"out
?es ?es ?es ?es ?es ?es
111.Process /rcitect t"picall" creates and maintains te flo,s
112.!pin off Tas> ; =en a ,or> ob7ect ad'ancing troug a flo, reaces
te !pin-off sape: Process Commander starts e$ecution of a different flo,:
using te current or a different ,or> ob7ect. Processing in te current flo,
rule continues in parallel: ,itout ,aiting for te oter flo, to complete
11(.Tere are 11 modes of properties. Tese 11 modes are broadl" categori9ed
to ( broad categories 'i9: Calues: Pages and 2a'a .b7ects
- 24
11). Propert" Matri$
T+'e Sing$e Arra+ )ro#'
7a$#e Mode !ingle Calue Calue 8ist Calue Broup
Page Mode% Page Page 8ist Page group
>a(a O*?e!t 2a'a .b7ect T
2a'a Propert"
2a'a .b7ect 8ist T
2a'a propert" 8ist
2a'a .b7ect Broup
11*. /ll of te e$cept one ( !ingle 'alue ) is considered to be aggregate
properties
116.0ifference bet,een Calue list and 'alue Broup - <n Calue 8ist 'alue is an
ordered: inde$ed list of strings: sometimes called an arra". <n Calue Broup
'alue contains one or multiple strings: unordered: eac identified b" a uniFue
te$t inde$.
113.Calue modes can ta>e an" of te flo,ing t"pes
a. Te$t
b. <nteger
c. <dentifier
d. Pass,ord
e. 0ouble
f. 0ecimal
g. 0ateTime
. 0ate
i. Time.I0a"
7. Trule.RIalse
115./ Class group is an instance of te 0ata-/dmin-0B-ClassBroup / class group
instance causes te s"stem to store te instances corresponding to t,o or
more concrete classes tat a'e a common >e" format in a single database
table. Class groups are commonl" used to cause te s"stem to store
instances of similar or related =or>- concrete classes togeter in one
relational database table
114.E'er" ,or> ob7ect as a uniFue <0 (propert" p"<0): an urgenc" 'alue: and a
status (propert" p"!tatus=or>)
12@..perator <0 data instance (0ata-/dmin-.perator-<0 class) usuall" identifies
a ,or> group to ,ic te user belongs
121./ propert" of mode 2a'a .b7ect can contain an" 2a'a ob7ect ,ile on te
clipboard. <f te 2a'a class supports te !eriali9able interface: a page
containing tis propert" can be sa'ed into te Process Commander database
122.Ior 'alue list : page list modes te inde$ is integer and starts from 1 : not
from @ li>e in 7a'a
- 25
Ior e$ample "ou can refer in te follo,ing ,a"
1. Budget( 3)
2. Budget( O)O)
(. Budget ( .Ro,1umber)
1ote tat a !tring tat fits to integer can also be used as e$ample 2
abo'e
12(.Ior Calue group: page group modes: te inde$ is string.
Ior e$ample: "ou can refer in te follo,ing ,a"
1. !tudent( %2ames&)
2. Population ( OA!/O)
(. Population (.!tateCode)
12). U/PPE10V inde$ can be used to add te element at te end of te Calue
list or Page list properties
Ior e$ample in propert" set u can add a 'alue to page list as belo,
12*.U8/!TV inde$ can be used to set or retrie'e te last element( Eigest
inde$ed number element) for Calue list or Page list properties
Ior e$ample "ou can set last element 'alue of a page list as belo,
126.U<1!ERTV inde$ follo,ed b" an integer can be used to insert a ne, element
and it#s 'alue into a Calue list or Page list properties. /n" elements ,it te
same or iger inde$ 'alue are Opused do,nO b" one.
Ior e$ample "ou add an element in te page list at inde$ 2 as belo,
<f te integer is larger tan te si9e of te list b" 2 or more: Process
Commander creates an e$ception.
127.Etml Propert" rules (Rule-ETM8-Propert" ) control o, properties appear on
,or> ob7ect forms: correspondence: and oter ETM8 forms: for bot displa"
and for input.
128.<f "ou lea'e te Pro'ert+ Stream field on te Propert" form blan>: te
s"stem uses ETM8 Propert" rule called %0efault&.
129./ %er(i!e $e(e$ rule is an instance of te Rule-.b7-!er'ice8e'el rule t"pe.
Eac ser'ice le'el rule defines one or t,o time inter'als: >no,n as goa$% and
- 26
dead$ine%: tat indicate te e$pected or targeted turnaround time for te
assignment: or time-to-resol'e for te ,or> ob7ect. Process Commander
detects ser'ice le'els not acie'ed K unmet goals or deadlines K promptl". <f
an assignment isnPt completed before te time limit: te s"stem can
automaticall" notif" 'arious parties: escalate te assignment: cancel te
entire flo,: and so on
1(@./ de'eloper can assign te !8/ to eiter te assignment or for entire flo,.
1(1.Te assignment icon canges to include a cloc> icon: ,en "ou add a !8/ at
te assignment
1(2.=at appens on !8/ escalation (=en goal or deadline time is reaced)J
1. /dds corresponding goal or deadline urgenc" to original initial urgenc"
2. E$ecutes te acti'it" in te A!ti(it+ I" Lo!.ed field if te ,or> ob7ect
is loc>ed: or te A!ti(it+ Name field if te ,or> ob7ect is not loc>ed
1((.<f ,e ,ant to associate te ,ole !8/ for entire ,or> ob7ect ,e need to add
te !8/ at Model le'el
1().Eo, can ,e debug D test ,eter te !8/s are ,or>ing fine or notJ
1(*.<mportant fields in ser'ice le'el from are
1. <nitial urgenc" ( .ptional ) ; To set te initial urgenc" for a ,or> ob7ect
2. /ssignment is read" for ,or> ; Represents ,en from te time count
to consider !8/: most of te cases it ,ould be immediatel". /t times:
it is beneficial to create an assignment but not e$pect a user to start
,or> on te assignment for a ,ile. <n tese cases tis field is useful
Tere are ( options a'ailable
i. <mmediatel" ; <mmediatel"
ii. 0efine from Propert" ; ?ou can ta>e from propert"
iii. <nter'al from assignment creation ; ?ou can directl" set te
timing
(. Escalation E'ent timing ;
i. Boal ; Boal time details ( 1ot seFuential)
ii. 0eadline times ; 0eadline time details( 1ot !eFuential )
iii. Repeating inter'al from deadline ; Repeats se'eral times after
0eadline (!eFuential)
). /cti'ities( =en ,or> ob7ect not loc>ed )
i. /cti'ities to get triggered on goal: deadline and repeat
*. /cti'ities ( =en ,or> ob7ect loc>ed )
i. /cti'ities to get triggered on goal: deadline and repeat: ,en
,or> ob7ect is loc>ed
1(+. Ior e'er" class tat is created as a class group is also created as instance of
0ata-/dmin-0B-ClassBroup.
1(3. E'er" ,or> ob7ect as a uniFue <0 ( propert" p"<0): an urgenc" 'alue: and
a status ( propert" p"!tatus=or>)
138. B" 0efault PRPC is sipped ,it one ,or> bas>et called defaultSpega.com
1(4.
1)@./ ,or> bas>et is an instance of 0ata-/dmin-=or>bas>et.
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1)1./ ,or> group is an instance of te 0ata-/dmin-=or>Broup class. / ,or>
group can identif" a user ,o is: for purposes of "our application: a
super'isor. =or> groups are a primar" unit of summari9ation in standard
management reports on te Monitor /cti'it" ,or>space.
1)2.ne,0efaults acti'it" get#s automaticall" called ( if e$ists in a class ): ,en its
instance is created.
1)(.Procedure to create a co'er
1. <nitiali9e /ddCo'er acti'it"
2. Create co'er <0 H b" calling =or>-Co'er./dd acti'it"
1)).Eac connected Process Commander reFuestor (including all bro,ser-based
users: e'en if guests) as an associated temporar" memor" area on te
ser'er >no,n as te clipboard
1)*..ne indi'idual page can go'ern an acti'it" and is >no,n as te primar"
page. <f for one step in an acti'it": a different page is identified: it is >no,n as
te step page
1)+.Top le'el classes are al,a"s abstract and inerit from te Sbaseclass
1)3./n embedded page is a clipboard page tat is not a top-le'el page: but
rater is te 'alue of a propert" of mode Page.
1)5.Sbaseclass is called as te ultimate base class. /nd its immediate cild
classes li>e 0ata-: =or>-: /ssign- etc are called as base classes
1)4.Concrete classes under Rule- and 0ata- old te instances of rules and data
tat te application de'elopers create as a building bloc>s of te application
1*@.Concrete classes under /ssign- and =or>- old d"namic transaction
instances tat are created during te actual operation of built application
1*1.Eistor"- classes are created automaticall"
152.Embed- Classes define te structure of pages embedded ,itin oter pages.
Pages belonging to classes deri'ed from te Embed- base class cannot be
renamed or sa'ed. .ften it is a design le'el decision to coose bet,een te
0ata- classes and te /ssign- classes ,en ,ant to use te pagelists. <f ,e
coose te 0ata- class: it stores te instances and if ,e coose Embed- class:
it pre'ents in stances being stored in te process commander
153.<nde$- Classes pro'ide te !econdar" access >e"s defined to pro'ide fast
retrie'al of oter instances
154.Top le'el class is an abstract class tat as te ultimate base class
Sbaseclass as parent but is not one of te standard base classes.
1**.Ase follo,ing >ind of access control b" adding te Ruleset as belo,
1. Beneral use H add at .rgani9ation
2. Business Broup ,ise H add at 0i'ision
(. 2ob Iunction ,ise H /ccess Broup
1*+.B" Con'ention: abstract classes end ,it a das ( - ). Concrete classes must
not end ,it das. E$ ?ourCo- : M"Co-
1*3.1ormall" it is a practice to a'e a uniFue top le'el class for eac compan"D
product tat ser'es as a starting place for te class structure
1*5.=ile Creating te class: mentioning te direct ineritance is ine'itable.
Pattern ineritance is optional. <f pattern ineritance is mentioned b"
cec>ing in te cec> bo$: Pattern ineritance ta>es te precedence.
1*4.Te ser'er can run t,o or more process commander s"stems at a time. Te
%!"stem 1ame& uniFuel" identifies te eac process commander s"stem. <t#s
default 'alue is %,fe&. Tis is an instance of 0ata-/dmin-!"stem
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1+@.=ile =or>- instances are stored in te PegaRules 0atabase: 0ata- instances
can be stored eiter in PegaRules database or in E$ternal database
1+1.=or> .b7ects are te basic units of ,or>. Co'ers tigtl" coordinate
processing on se'eral distinct ( but closel" related ) ,or> ob7ects. Iolders
loosel" pac>age man" related ,or> ob7ects: co'ers: and oter folders.
1+2.Te PRPC standard acti'it" %Benerate<0& is responsible for creating te ,or>
ob7ect <0. =e can o'erride tis acti'it": if ,e ,ant to a'e different >ind of
seFuencing for ,or> ob7ect <ds
1+(.T"picall" "ou sould use different =or> ob7ect prefi$es for eac ,or>pool
1+).PRPC uses te =- prefi$ b" default. ?ou cange tis e'en. Ase te
meaningful prefi$es suc as 8=-: 8C-: 8I-: for ,or> ob7ect: co'er and folders
of a lea'e application
1+*.0on#t confuse ,or> parties ,it te actors of te s"stem. =or> parties are
tose ,o are interested of >no,ing te e$ecution D progress of te ,or>
ob7ect: or ,o sould be notified ,en someting appens to te ,or>
ob7ect.
1++.Tree important aspects tat ,e must specif" ,ile ,e define te ,or>
parties are
i. 1ame of te part" role ( !uc as originator: contact )
ii. Part" T"pe ( !uc as person or commercial entit")
iii. /nd data source ( te part" class tat describes te part")
1+3.PRPC allo,s to a'e one ,or> part" in repeating mode in a ,or> ob7ect
1+5.Tere are t,o important parameters in te restrictions tab of te class
definition: ,ort noting
i. Pre'ent subclassing in oter rulesets ; Pre'ents classes in oter
rulesets from ineriting from tis classes.
ii. 8imit Rules applied to tis class to tese rulesets ; Restrict te
rules creation for tis class to one or more rulesets
1+4./l,a"s use te p"<0 as te >e" for te class definitions tat belong to ,or>-.
13@./ll te classes belonging to te class group ,ill a'e te same >e"s of te
class group and ence tere ,ill be no pro'ision of specifieng tese sub
classes.
131.Process Commander comes ,it a standard flo, called %ne,=or>& ( defined
in =or>- class ) to use as a starting point
132.PRPC standard properties are prefi$ed eiter ,it p$ or p" or p9
i. P$ H Computed properties tat users can see on a form: but
can#t directl" enter or cange ( !uc as p$Create0ateTime). To
alter tis 'alues acti'ities can use a step metod called
Propert"-!et-!pecial metod
ii. P" H Properties tat users can enter or cange 'ia direct input (
suc as p"0escription ) . To assign tese 'alues
programmaticall": acti'ities can use step metod called
Propert"-!et metod
iii. P9 H Properties tat are reser'ed for internal use ( suc as
p9<nsNe"). Aser can#t see: enter or cange tese properties
13(. !ome specific entries ,ile defining te properties are
i. .'erride !ort Iunction H !pecifies a sort function ( a rule t"pe
of Rule H.b7-Iunction ) to use instead of te natural sort
seFuence for te string t"pe ( .ptional )
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ii. !pecial H <f cec>ed: propert" ids for displa" onl" and it
reFuires acti'ities for canges. <t pre'ents sensiti'e e and
calculated properties from being canged b" A<
iii. Edit <nput Calue; ?ou can specif" te Rule-Edit-<nput instance
ere. Rule Edit inputs are basicall" custom 2a'a routines for
con'erting user input to an internal s"stem format. Ior e$ample
Rule-Edit-<nputs can contain code segments li>e as belo,
if (teCalue.lengt() V @)
W
teCalue X tePropert".get!tandardTe$t(teCalue)Y
Z
teCalue is te >e" in point at Rule-Edit-<nputs
i'. Edit Calidate; !pecifies an Edit 'alidate rule (of t"pe Rule-Edit-
Calidate) to use in addition to te basic data format cec>. <t
'alidates te format of te use input and ,or>s on te 'alue
after Rule-Edit-<nput as alread" ,or>ed
'. Propert" !tream; !pecifies te ETM8 formatting ( a rule t"pe of
Rule-ETM8-Propert") to use ,en ,e are displa"ing te
propert" in forms. <f left blan>: PRPC uses te default stream
called %0efault& propert" !tream.
'i. T"pe of table ; 0efines te list of 'alid 'alues for user input
a. 8ocal 8ist ; !tore te te$t 'alues on te propert" form
itself
b. Iield Calue ; >e" to te Rule-.b7-Iield rules tat store
te 'alues
c. Remote 8ist ; Class ,it instances tat contain te
'alues for te properties: t"picall" a class tat inerits
from 0ata-
d. Prompt 8ist; !tore te list 'alues on te propert" form:
!pecified as a pair of 'alues. .ne to displa" as selection
and anoter to store as 'alue
13).Ior !ort to medium si9ed lists tat don#t cange freFuentl": coose local list
option in te propert" table edit for defining possible 'alues
13*.Ior !ort to medium si9ed lists tat cange freFuentl": coose %Iield Calue&
option in te propert" table edit for defining possible 'alues
13+.Ior 8ong si9ed lists (suc as product catalogues): coose %remote list& or
%Class Ne" Calues& option in te propert" table edit for defining possible
'alues.
133.Propert" Fualifiers ( Rule-.b7-Propert"-6ualifier ) are used for appl"ing
additional facts to te 'alue of te propert" apart from Rule-Edit-<nput and
Rule-ETM8-Propert"
135.Propert" /liases can be used to gi'e more meaningful names to te
properties. ?ou can create an alias for a propert" to establis an alternate
name more recogni9able to te user communit" for "our application.
134.E'er" node as a page called %p$Process&: ,ic contains te properties tat
describe te s"stem on ,ic te user is operating. Te class for tis page is
Code-Pega-Process
15@.E'er" user tat is currentl" logged in to te process Commander as se'eral
user pages to identif" te person and organi9ational affiliation
i. P"Potal
a. P"CommonParams ( /ll org details)
b. P"Badget ( /ll gadget details)
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c. P"PortalPages ( /ll portal Pages )
151.E'er" user or an e$ternal process tat is in te process of ma>ing a reFuest
to process commander as a page called %p$ReFuestor&. Class is Code-Pega-
ReFuestor. Tis page basicall" identifies te reFuestor and ,at it is allo,ed
to do
152.Ior e'er" user: Process Commander Captures te details about te current
operations being performed on te %p$Tread& page: and te respecti'e class
is Code-Pega-Tread
15(./cti'ities ma" use te logical page names: ,ic ma" not actuall" e$ist as
te" are called in te clipboard. Ior e$ample /cti'ities ma" use a ,or>ing
page called %Primar"&: a parameter page called %Parameter& and a local
parameter page called %8ocal&
15).Te current page on ,ic "ou are operating is called %primar" page&. Tin>
of primar" page as tis page
15*.<n man" situations ,e ma" be interested to operate on anoter page in
parallel to te primar" page. Tis page is called secondar" page or interest
page. B" using interest page: acti'ates can a'e different primar" page oter
tan te ,or> ob7ect page. <nterest pages are useful for operating on te
ob7ects tat are part of repeating group embedded in te ,or> ob7ect. =en
coming to flo,s: flo,s use interest pages for supporting brancing. Ilo,
processing normall" operates on te properties on te primar" page: but "ou
can specif" a separate interest page to operate on ,en splitting off to
anoter flo,
15+.=en ,e refer te properties in ETM8: acti'ities or declarati'e rules ,e need
to include te page name before te propert" name e$cept for primar" pages.
=en "ou refer te properties for primar" pages: Primar".$$$ and te .$$$
are same
153.<t is good practice to omit te page name: if ,e are operating in te conte$t
of primar" page
155./ class can a'e man" models. But ,e can designate onl" one model ,ile
creating te ob7ect. But "ou can cain togeter models of te same name in
te direct ineritance ierarc" for "our class to acie'e te cumulati'e
model for te class.
154.PRPC comes ,it a standard model called p"0efault
190.Harne%% ( Rule-ETM8-Earness) rules define te form structure and te
la"out : specif"ing te sections tat include in te arnesses and oter
elements to be added
191.Se!tion ( Rule-ETM8-!ection) rules define te form content: consisting te
discrete section tat "ou include in te arness
192.Stream% define te class specific content to be included in a section ( !uc
as d"namic ETM8 and repeating group ): as ,ell as supporting forms for filed
specific user input
193.9ragment% (Rule-ETM8-Iragment) are supporting pieces of ETM8 tat "ou
include in te sections: streams: or oter fragments. =e need to use
fragments if ,e ,ant to sare te tml across classes: suc as buttons for
performing te actions.
194.Te6t "i$e% (Rule-Iile-Te$t) contain static te$t tat ,e ,ill include in te
streams of fragments suc as st"le seets and 2a'a script files. Te" are
conceptuall" same as tat of fragments: but rule resolution does not appl" for
te$t files.
14*.Model caining ,or>s onl" ,it direct ineritance
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14+.Te$t files ( C!! and 2! etc ) are not sub7ected to rule resolution ,ere as te
binar" files ( 2PB: 2PEB: images etc ) are sub7ected to rule resolution
143.Ior arness and section rules: process commander automaticall" generates
te ETM8 source( =ic ,e can tailor as ,e need ). But ,e ,rite te ETM8
for oter tml rules
145./n" class tat inerits from =or>-.b7ect-: =or>-Co'er- or =or>-Iolder- also
inerits all te arnesses. =en ,e enter a ne, ,or> ob7ect or re'ie,: te
arness automaticall" presents te appropriate form for te ob7ect t"pe
144.!tandard arnesses are:
i. 1e, - Ior creating ne, ,or> ob7ects
ii. Perform H Performing assignments on e$isting ob7ects
iii. Confirm H Confirming ob7ect resolution
i'. Re'ie, H Re'ie,ing te closed ob7ects
'. Reopen - Reopening te closed ob7ects
'i. 1e,Co'ered H To open a co'er ob7ect
2@@.Earness rule basicall" assembles all reFuired sections: streams and
fragments
2@1.!ections t"picall" include oter sections: for
2@2.Page-ne, is used to create a ne, page in te clipboard. Te page-ne, ma"
be a top-le'el or embedded page.
2@(.Page-ne, ta>es te follo,ing parameters
i. Model ( .ptional )
ii. Page8ist ( .ptional)
iii. 1e, Class (.ptional); "ou can specif" te class of for ,ic
ne, page is to b e created. <f left blan>: it creates for class of
te step page tat is mentioned in te acti'it" step ( it retrie'es
te respecti'e class from pages-classes tab). <f step page filed
is also blan>: te s"stem creates te ne, page of te class tat
is first >e" of te current acti'it": ,ic is noting but primar"
page
2@).=en using te page-ne,: if te s"stem finds te page alread" in te
clipboard: it deletes te old one and creates te ne, one
2@*.p$Metod!tatus is te propert" tat can be used to find out te status of a
metod step
1. Page-Cop" metod copies te contents of a source clipboard page to a
ne, or pre'iousl" created destination clipboard page. Te source page
is not altered. /fter tis metod completes: te destination page ma"
contain properties it contained before: plus properties from a model:
plus properties copied from te source page. Te 'arious parameters
are:
i. Cop"Irom( .ptional ) ; <f left blan>: s"stem uses step page of
te current step
ii. Cop"<nto ;
iii. Model ( .ptional )
i'. Page8ist ( .ptional ) ;
2@+.Page-Cop" metod ,or>s as belo,
i. <f te source page cannot be found: te metod does not fail. <t
does not alter an" pages. Te resulting metod status 'alue is
Bood
ii. <f te destination page (identified in te Co'+Into parameter
'alue) does not alread" e$ist: te s"stem creates a blan> page
of te same class as te source page. <t ma" be a top-le'el
page or an embedded page
- 32
iii. <I te Mode$ parameter is not blan>: te s"stem finds te
model (using rule resolution) and applies te model to te
destination page. Properties alread" on te destination page
are ne'er affected b" te application of te model
i'. 1e$t: te s"stem copies properties from te source page into
te destination page. Tis cop"ing ma" create ne, properties
on te destination page or update te 'alue of e$isting
properties K bot tose originall" on te destination page and
tose created troug te model. /s te cop"ing occurs: eac
propert" is 'alidated against its definition (its Rule-.bi-Propert"
instance). <f a propert" 'alue fails 'alidation: te s"stem adds a
message to te destination page
2@3.Page-Rename metod can be used to rename te e$isting page to a ne,
name. Te parameters are
i. Page1e,1ame ; Enter te ne, page name
2@5.Page-rename ,or>s in te follo,ing ,a"
i. Te s"stem renames te page identified on te Ste' Page
column of te current step to te ne, name specified in te
parameter
ii. Page names are uniFue ,itin te clipboard. <f anoter page
,it te ne, name is alread" present: te s"stem deletes it
and replaces it ,it te renamed page
209.Page-Remo'e metod is used to delete one or more pages from te
clipboard. Te contents of te database are not affected. Te metod accepts
arra" of one or more pages. Tis metod ,or>s in te follo,ing ,a"
i. Te s"stem finds te pages (top-le'el or embedded) on te list
and deletes tem. Tis metod does not alter te contents of
te database
ii. <f a page "ou specified is not found on te clipboard: te Page-
Remo'e metod reports a ,arning error but does not fail
21@.Page-!et-Message is used to add a message to a clipboard page. 8i>e a
message associated ,it a propert": a message associated ,it a page
normall" pre'ents te page from being sa'ed into te database.. Tis metod
as t,o parameters
i. Page ; ( .ptional ) ; <f "ou lea'e tis blan>: te s"stem uses
te step page: or te primar" page if te Ste' Page column is
blan>
ii. Message ; Enter literal te$t ,itin Fuotes: or te name of a
message rule (Rule-Message rule t"pe). !mart Prompt is
a'ailable
211.Cec>ing te step status ; Metod status is stored after eac step. Metods
update te .'6Met2odStat#% propert" ,it a status suc as Bood: =arn: or
Iail. .ften: additional information is stored in te propert" named
'6Met2odStat#%In"o. /s a sound de'elopment practice: test tis status
'alue against Bood in tose acti'it" steps tat ma" fail. <n te Transition
area: reference a ,en condition rule: and branc or 7ump to andle te
failure. ?ou can use t,o standard ,en conditions named
Sbaseclass.!tep!tatusBood and Sbaseclass.!tep!tatusIail in transitions
i. Ste'Stat#%9ai$ condition returns True ,en te status is Iail
ii. Ste'Stat#%)ood condition returns True ,en te status is
Bood
- 33
Enter a ,en condition in te transitions as belo, for proper error
andling of te step.. <n te I" Tr#e field: indicate ,at te processing is to
occur ,en te condition is true.
212.Page-7a$idate metod forces 'alidation (or re'alidation) of te 'alue of all
properties on te step page. Te s"stem adds a message to eac clipboard
propert" tat fails 'alidation against te restrictions in its propert" rule. <f te
page as undreds or tousands of properties: tis metod can be e$pensi'e
in terms of s"stem resources. Ase te .b7-Calidate metod: not te Page-
Calidate metod: to 'alidate specific properties identified in a Rule-.b7-
Calidate rule. Te Page-'alidate metod ,or>s in te follo,ing ,a".
i. s"stem 'alidates eac propert" on te step page against te
constraints imposed b" tat propert"Ps definition: suc lengt:
t"pe: 'alidate rule: table edit 'alues etc
213..b7-.pen metod is used to open an instance stored in te rulebase and
sa'e it as a clipboard page. <f it finds te specified step page: te s"stem
clears an" data tat is on it and re-uses te page. <f no e$isting page as a
name matcing te specified step page: te s"stem creates a ne, page as
part of te .b7-.pen metod. =en used on a primar" page: te .b7-.pen
metod al,a"s clears an" data on te page and reuses its name. <f te >e"
supplied does not matc te >e" of an ob7ect in te database: te s"stem
creates a page of te indicated class tat is empt" e$cept for te p$.b7Class
propert": and indicates failure in te p$Metod!tatus propert". Te
parameters for tis metod are
i. .pen Class ; <dentif" te class of te instance to be opened
ii. 8oc> ; Cec> tis bo$ to acFuire a loc>. 8oc> te instance if "ou
plan to cange and sa'e te instance or delete it
iii. Rlease.nCommit ; Cec> tis bo$ if "ou cec>ed te Lo!. bo$
and ,ant te s"stem to release te loc> ,ene'er te ne$t
Commit metod occurs for tis instance.
i'. Propert"1ame and Propert"Calue ;Enter in tis arra" te name
of eac propert" or properties and te associated 'alues tat
togeter ma>e up te >e" of te instance to be opened. T"pe a
period before te propert" name
214.=at is andleJ ; Hand$e of an instance is a uniFue >e": in an internal
format: assembled b" te s"stem tat identifies an instance. <t differs from
te 'isible >e" generall" used to identif" instances. Te andle includes
s"stem-generated identif"ing 'alues (including te create date and time) tat
ma>e it uniFue. E'er" instance as a uniFue andle: but more tan one
instance ma" sare te same 'isible >e".
215.O*?-O'en-B+-Hand$e can be used to open te instance : onl" if "ou >no,
te uniFue andle tat permanentl" identifies ,ic instance to open.
.ter,ise: ,e need to use te .b7-.pen metod. .b7-.pen-B"-Eandle
metod as ( parameters
i. <nstanceEandle ;
ii. 8oc> ;
- 34
iii. Release.nCommit ;
216.!ome of te metods: o'er,rite te e$isting clipboard pages: if te" alread"
e$ist. <f "ou ,ant te acti'it" to cec> ,eter a page ,it a certain name
e$ists before "ou open a ne, page: "ou can use te follo,ing precondition in
te step.
i. SPageE$ists(Om"PageO: tools)
217.O*?-Sa(e metod reFuests tat te s"stem sa'e a clipboard page to te database. Te
.b7-!a'e metod uses properties on te page to deri'e te internal >e" under ,ic it is to
be sa'ed. Tis metod can create a ne, database instance or o'er,rite a pre'ious instance
,it tat >e". /n ob7ect tat is stored in te database is 'er%i%tent metod does not
al,a"s cause te ob7ect to be ,ritten immediatel" to te database. .ften tis metod is
used to perform a Odeferred ,riteO operation. =e can use te 5riteNo- parameter to
force tis page (and onl" tis page) to be ,ritten to te database as part of te .b7-!a'e
metod. Te ,ole idea is "ou can re'erse te effect of an .b7-!a'e metod K if it as not
"et been committed K ,it te .b7-!a'e-Cancel metod. Te parameters for tis metod
are
i. 5riteNo-
ii. 5it2Error% & Cec> tis bo$ if te instance is to be sa'ed e'en ,en it
contains messages: indicating 'alidation errors
218.O*?-Sa(e-Can!e$ metod is used to cancel an earlier .b7-!a'e metod or obi-
delete metod : so tat te instance is not ,ritten or deleted as part of a subseFuent
Commit. Tis metod does not ta>e an" parameters. Tis metod can be applied onl" if te
pre'ious ob7-!a'e or ob7-delete does not use =rite-1o, option.
219.O*?-de$ete metod can be used to delete a database instance corresponding to a
clipboard page and optionall" to delete te clipboard page too. ?ou can cause te deletion
to occur immediatel": or defer deletion until a later e$ecution of a Commit metod. Anless
"ou cec> te Immediate cec> bo$ on te acti'it" form: te database deletion does not
occur until te s"stem ne$t processes te Commit metod. Tis metod uses te flo,ing
parameters
i. Remo'e ; <f cec>ed: it deletes te respecti'e clipboard page
also
ii. <mmediate ; <f cec>ed te s"stem deleted te 0B instance
immediatel"
=ord of caution ; ?ou canPt delete an instance ,itout opening it first
(usuall" ,it te .b7-.pen metod). ?ou canPt delete an instance ,ile it
is loc>ed b" anoter reFuestor
220.Commit metod is used to commit all te 0B canges. Tis metod ,rites all te
instances specified b" one or more earlier .b7-!a'e metods to te database. Te Commit
metod operates on tread pages tat can operate across multiple instances. Tere are no
parameters for tis metod and all pre'ious pending .b7-!a'es and .b7-0eletes ,ill be
considered
221..b7-8ist metod is used to retrie'e data to te clipboard as an arra" of embedded pages .
?ou can use tis metod in t,o modes.
i. Complete instances as embedded pages
ii. !elected properties from te instances placed in embedded pages ,it
%2ort!#t caracteristics. !ortcut pages contain onl" partial instance data
and so cannot be re-sa'ed to te database. / rule-.b7-8ist is used for tis
purpose of obtaining te partial list of properties
222.Carious parameters for ob7-8ist are
a. PageName & destination page to contain searc results( usuall" of
t"pe Code-Pega-8ist)
- 35
b. .b7Class ; Class name tat it sould searc . =en tis
metod references a list rule: it uses tis 'alue as te A''$ie% To
field (first >e" part) ,it rule resolution to find te list rule
c. R#$eO*?Li%t & 1 O'tiona$ 3 & name of a list rule tat specifies
,ic properties are to be retrie'ed.
d. Ma$ Records ; .ptional ; ma$imum number of instances in
te list at run time. Te default is *@ instances: if not specified
e. Se$e!tionPro'ert+@ Se$e!t9rom@ Se$e!tTo@ Li.e are #%ed a%
%ear!2 !riteria ; 8i>e can be used onl" if te columns is e$posed
in te 0B: But !electIrom: !electTo can be used e'en if ,e a'e
not e$posed te columns in te 0B
22(..b7-8ist metod also assign te follo,ing important properties to te result
page
a. p$ResultCount K / count of te instances retrie'ed b" tis
searc
b. p"More K <ndicates ,eter tere are more instances not
returned. Calues are ? or 1
c. p$1e$tNe" K indicates te >e" of te first ro, (instance)
not returned: if p"More is ?.
d. P"TimeElapsed ; Milliseconds of elapsed time spent e$ecuting
te reFuest
224.O*?-7a$idate metod can be used to appl" a Calidation rule (an instance of te
Rule-.b7-Calidate rule t"pe) for te ob7ect identified on te primar" page or step page.
225.Page-7a$idate@ 'alidates all te page ,ere as t2e o*?-(a$idate 'alidates
as per te 'alidate rule( Rule-.b7-Calidate)
226.Ho- doe% t2e #%er (a$idation -or.% "or 'ro'ertie% in PRPC ;
/ propert" 'alue tat is supplied b" user ma" be 'alid or in'alid. Pages containing
one or more in'alid 'alues can not be sa'ed to te database. =en process
commander detects an in'alid 'alue: it adds a message to te page to mar> tis
disco'er". T,o important points ere are:
1. Te in'alid 'alues remain on te clipboard
2. Te user is not automaticall" notified of te in'alid 'alue
Ii'e >inds of rules basicall" support te user 'alidation
1. Propert" Rules ( Rule-.b7-Propert" ) ; <t can ser'e te purpose
of 'alidation in ( ,a"s
a. Table edits constrain te allo,able 'alues.
b. T"pe of propert" ,ill restrict te format
c. Ma$ allo,able lengt
2. Edit <nput 'alues ( Rule-Edit-<nput ) ; Tese can con'ert te
user entered input 'alues into an internal format
(. Edit Calidate Rules ( Rule-Edit-Calidate ) ; tese are custom
7a'a routine functions ,ic can furter test te format of te
input
). Iield Calues ( Rule-.b7-IiledCalue ) ; Tese pro'ide
configurable list of acceptable 'alues
5. Multii propert" Calidation rules (Rule-.b7-Calidate); Tese rules
are used to appl" multiple edit 'alidate rules to act at once. <f
a 'alue fails an" of tese 'alidations: te s"stem notes tis in a message
associated ,it te propert" or ,it te clipboard page containing te
propert"

- 36
223. Eo, to ma>e use of te arnesses ;
i. =e can specif" te name of te arness rule for creating te ne, ,or>
ob7ect on te process tab of te flo, form in te field % Earness for ,or>
ob7ect creation %
ii. /t eac assignment of te flo, also ,e can specif" te arness to be used
for presentation to user
225.=e can specif" te model name for ,or> ob7ect creation on eac flo,: ,ile defining te
flo,. /s ,e specif" te model name in Page-ne, step of acti'it" for oter classes: ,e can
specif" te model name in te flo, for ,or> classes
224.Binar" files are sub7ected to rule resolution ,ere as te$t files are not
2(@.<t is not good practice to ardcode te list of field 'alues inside te Rule-
ETM8-Propert": <nstead ,e a'e to use Rule-.b7-Iield 'alue or Table edit of
te propert"
2(1.!ome of te important propert" streams are
i. Currenc"/mount ; Iormats te number as currenc" based on
te default locale
ii. 0ate-Time-CalanderEarness ; dd-MMM-"" EE;mm format plus
calendar control
iii. Ii$ed!i9e ; /ccepts te input for te no. of caracters specified
in p"Ma$8engt
i'. Te$t/rea=itE$pand ; 0efault is closed: e$pandable region.
'. Te$t/rea=itE$pandE$panded ; 0efault is open ,it t,o lin e
e$pandable region
'i. Pic>CorrPreferences ; !elect from list of correspondence
preferences
'ii. Pic>Countr" ; !elect from list of countries
'iii. Pic>ResponseMode ; !elect from te list of preferred ,a"s to be
contacted
i$. Pic>!tate ; !elect fro list of states
x. Cec>Bo$ ; 0ispla"s an ETM8 cec> bo$ reflecting te propert"
'alue
xi. 0efault ; <f "ou lea'e te Pro'ert+ Stream field on te
Propert" form blan>: te s"stem uses tis ETM8 Propert" rule
xii. Pic>.perator ; 0ispla"s a drop-do,n list of all .perator-<0s: for
selection.
xiii. Prompt!elect ; .n input: allo,s te user to pic> from a drop-
do,n list defined in te Ta*$e Edit tab of te propert" form as
a Lo!a$ Li%t or Prom't Li%t. .n output: displa"s te 'alue
selected b" te user
xiv. PromptIieldCalue ; .n input: allo,s te user to pic> from a
drop-do,n list defined b" Iield Calue rules.
xv. Te$t/rea ; 0ispla"s an ETM8 te$tarea containing te propert"
'alue
xvi. Te$t/rea!mall ; 0ispla"s a smaller ETM8 te$tarea containing
te propert" 'alue
$'ii. 0ate-Calendar ; 0ate format ,it calendar control
2(2.Te 'arious standard attacments PRPC supports are
a. Iile ( 0ata-=or>/ttac-Iile)
b. 1ote ( 0ata-=or>/ttac-1ote)
c. !canned document ( 0ata-=or>/ttac-!cann0ocument)
- 37
d. !creensot ( 0ata-=or>/ttac-!creen!ot)
e. AR8 ( 0ata-=or>/ttac-AR8)
2((.ToApperCase is one of te freFuentl" used Rule-Edit-<nput for properties
2().To ,or> ,it properties: ,e can use te flo,ing directi'es in te ETM8.
i Re"eren!e
ii Loo.#'
iii 5it2
i( Sa(e
235.To add ,it te ETM8 rules tat pro'ide parts of te form : ,e can use
in!$#de directi'e
2(+.To ,or> ,it script files and st"le seets in ETM8: follo,ing directi'es can be
used in te ETM8
i. 8iteral
ii. 0elimiters
2(3.Reference directi'e is used to displa" te 'alues of te properties: to allo,
te users to enter te 'alues for te properties and to insert te parameter
'alues. !"nta$ for reference directi'e is
W[REIERE1CE\[[page\.\property[(index)\[/! [X\\[option\Z
2(5.Te 'arious ,a"s ,e can use reference directi'e is
i. To displa" te 'alue of single 'alue propert" on primar" page
W.m"Propert"Z
ii. To displa" te 'alue of single 'alue propert" on anoter page
WanoterPage.m"Propert"Z
iii. To displa" te 'alue list or 'alue group
Wm"Page.m"Propert"(1)Z
Wm"Page.m"Propert"(m"!ubscript)Z
i'. <f user as to input te propert"
W.myProperty <1PATZ
W.myProperty /! <1PATZ
W.myProperty /! X <1PATZ
239.Loo.#' directi'e can be used retrie'e and displa" a propert" 'alue of an instance
tat is stored in te database: but tat is not open on te clipboard. <f te 'alue is alread"
in te clipboard: ,e can better use te re"eren!e directi'e. Te complete s"nta$ of 8oo>up
directi'e is:
W8..NAP property class-name keyNameXkeyValueZ
Ior e$ample:
W8..NAP p$Create.perator Rule-.b7-ETM8 p"Class1ameX=or>-
p"!tream1ameX1e,Z
- 38
2)@.=it directi'e can be used in follo,ing cases
i. =en ,e ,ant to replace te primar" page ,it a different page (te base
page) trougout a segment of te ETM8 as an ETM8 coding con'enience
ii. To !et te current embedded page
iii. 0efine te acti'e propert" reference
i'. .'erride an ETM8 Propert" rule
Eere is an e$ample
W,it P/BE myPageZ
Enter your HTML and/or directives ere.
WendZ
2)1.<nclude directi'e can be used to include si$ rule t"pes
i. Iragments ( Rule-ETM8-Iragment )
ii. ETM8 Rules ( Rule-.b7-ETM8)
iii. Correspondence Rules ( Rule-.b7-Corr rule t"pe )
i'. Correspondence Iragments ( Rule-Corr-Iragment rule t"pe )
'. ETM8 Propert" rules ( Rule-ETM8-Propert")
'i. RM8 rules ( Rule-.b7-RM8 )
242.8iteral directi'e ; Ase te Litera$ directi'e around 2a'a!cript: CB!cript: or
Cascading !t"le !eet te$t tat contains curl" brace caracters. Te 8iteral
directi'e identifies a part of te source ETM8 tat is to be copied to te
generated stream e$actl" as entered. Te s"stem does not process te te$t
,itin te directi'e: e$cept to find te end of te directi'e.
E$ample ;
WX style seet or script goes ere XZ
.ptionall" "ou can also add >e" ,ord called 8<TER/8
W8<TER/8 [comments\ Z
style seet or script goes ere
WD8<TER/8 [comments\ Z
2)(.!ummar" of directi'es
/ssert Ase to ma>e processing more efficient ,en ,or>ing ,it one or
more concrete classes and te .b7-8ist metod
Comment Ase for troublesooting and debugging: to inibit directi'e
processing ,itin te scope of te comment. Tis is not a
replacement for ETM8 comments
0elimiters Cange te s"nta$ used for all te oter directi'es
IorEac 8ooping and iteration
<nclude <ncorporate anoter ETM8 te$t instance into te current ETM8
te$t
2a'a <nline 2a'a: ,ic is to be e$ecuted to produce te final ETM8
8iteral B"pass curl" brace caracters ,en preprocessing ETM8
8oo>up Retrie'e a propert" 'alue from an instance not present on te
clipboard
Reference <ncorporate a propert" 'alue on te clipboard as output te$t
sa'e Cop" a name and 'alue pair to temporar" scratcpad during
ETM8 processing
- 39
AR8 !upport U!ubmit V and Bac> form na'igation
=en Test a true-false condition and include one of t,o ETM8 te$t
segments based on te outcome.
=it 0esignate a clipboard page oter tan te primar" page for a
portion of ETM8
2)).E$ample for a ,en directi'e
W,en EasBeenResol'edZ

Ufont classXOdata8abel!t"leOVResol'ed
b"UDfontVTnbspW.p"Resol'edAser<0ZTnbsp
WD,enZ
2)*.Ilo, can optionall" ta>e te parameters ,ic can be specified in te flo,
definition form
2)+.%=or> Class& fields in Ilo, definition is to identif" ,or> t"pe ( a concrete
class deri'ed from =or>- class ) tat tis flo, rule usuall" uses . E$cept in
rare cases tis is te same class ,ere te flo, is defined.
247.%can be added to ,or> ob7ect % field in flo, definitions is used for ; Tis flo,
rule can be associated ,it and started for an e$isting (unresol'ed) ,or> ob7ect created b"
anoter flo,
2)5.Te oter important fields in flo, form are
i. Create a ne- -or. o*?e!t& Cec> if tis flo, rule ,en started creates a
ne, ,or> ob7ect. <nformall": flo, rules ,ic create ne, ,or> ob7ects are
called %tarter flo, rules. <f cec>ed: te S2ort De%!ri'tion field of tis
flo, rule becomes 'isible on te Process =or> ,or>space
ii. Harne%% "or -or. o*?e!t !reation & Yo# !an %'e!i"+ a 2arne%% r#$e
tat te s"stem is to displa" ,en a user begins to enter a ,or> ob7ect for
tis flo, rule. Tis is an optional field. <I left blan>: s"stem uses te %1e,&
arness
249.Tere are basicall" four ,a"s to get into anoter flo, from current flo,. Tese are
a. Called Ilo,
b. !pin-off Ilo,
c. !plit for Eac
d. !plit 2oin
2*@.Te %Called Ilo, % !ape can be used if ,e ,ant te current
flo, to pause until te Called flo, ( !ub flo, ) is completed
251.S'in O""& Process Commander to starts e$ecution of a different flo, (!ub flo,): using
te current or a different ,or> ob7ect. Processing in te current flo, rule continues in
parallel: ,itout ,aiting for te oter flo, to complete. <mportant fields are
i. De"ine 9$o- on & Coose Current .b7ect to cause te current ,or>
ob7ect to start along anoter flo, rule. Coose 0ifferent .b7ect to start
anoter flo, rule: but for a different ,or> ob7ect
ii. 9$o- T+'e & Mention te flo, name eiter current or different
- 40
iii. O*?e!t !$a%%& onl" applicable ,en different ob7ect is selected.
Mention te name of te class of te ,or> ob7ect for ,ic ne,
flo, sould operate
252.S'$it >oin guarantee tat Osub flo,sO of "our flo, are completed before
continuing ,it te current flo,. <mportant fileds are
i. >oin 52en 9$o-% are 9ini%2ed& Coose an" or all: to
resume "our main flo,. <f all is specified: "our main flo, ,ill
resume onl" ,en all sub flo,s are completed. <f an" is
selected: "our main flo, ,ill resume ,en an" one of te sub
flo,s are completed
253.S'$it "or Ea!2 sape is used to send a ,or> ob7ect troug anoter flo,
based on information in te pages of a Page 8ist or Page Broup propert".
<mportant fileds are
i. >oin 52en 9$o-% are 9ini%2ed & Coose /n" or all: to
resume "our main flo,. <f all is specified: "our main flo, ,ill
resume onl" ,en all sub flo,s are completed. <f an" is
selected: "our main flo, ,ill resume ,en an" one of te sub
flo,s are completed
ii. Pro'ert+ Re"eren!e & te propert" of mode Page 8ist or Page
Broup tat is te basis of te split.
iii. O*?e!t C$a%% & te ,or> t"pe of te for-eac ,or> ob7ects.
iv. 9$o- T+'e & flo, rule for te for-eac ,or> ob7ects
254.Ase te Tic>et sape ( ) to mar> te starting point for e$ceptions tat
ma" arise at an" point in te flo,: suc as a cancellation. Te tic>et is a $a*e$
for a point in a flo,: muc li>e a programming OB.T.O destination.
255.A!ti(it+-End metod in acti'it" can be used to cause te s"stem to end te
current acti'it" and continue ,it te ne$t acti'it" on te reFuestorPs acti'it"
list. Ior e$ample: "ou can use te /cti'it"-End metod to end an acti'it"
conditionall" in mid-processing and cause te s"stem to start te ne$t acti'it"
on te p$/cti'it"8ist.
5ord o" Ca#tion& <f one acti'it" calls anoter acti'it" tat contains te
/cti'it"-End metod: bot acti'ities end: and te s"stem does not return to
te calling acti'it".
256.Bran!2 step metod can be used to cause te current acti'it" to find
anoter specified acti'it" and branc to it ,itout a return. =en te s"stem
e$ecutes a Branc step: control transfers to anoter acti'it" found troug
rule resolution. To use tis metod ,e need to t"pe Branc: a space: and te
acti'it" name to branc to. Te step page of tis step becomes te primar"
page of te target acti'it".
257.Ca$$ %te' metod can be used e$ecute an acti'it" based on te class of te
step page being passed to te called acti'it". =en tat acti'it" completes:
control returns to te calling acti'it". Te calling acti'it" can pro'ide input
parameters to te called acti'it": or or it can sare its o,n parameter page
,it te called acti'it": an approac >no,n as !a$$-*+-re"eren!e
- 41
Ho- to 'a%% 'age% to !a$$ed a!ti(it+
1. Te preferred means for passing a single page from one acti'it" to
anoter is to identif" te page in te Ste' Page field of te calling
acti'it". Te called acti'it" recei'es tis page as its primar" page
2. Ase te follo,ing steps if "ou ,ant to pass more tan one page
i. <n te calling acti'it": identif" an indirect page b" te >e",ord
prompt as te Mode field in te Page% A C$a%%e% tab.
ii. <n te steps of te called acti'it": refer to tese pages using te
s"nta$ promptpagename. 1o corresponding entr" is reFuired in
te Parameter% tab.
2*5.Te difference bet,een te branc and class is: branc completel" brances
to ne, acti'it" and ne'er returns to calling acti'it": ,ere as call metod
returns te control to calling acti'it" once called acti'it" is e$ecuted
259.Te E6it-A!ti(it+ metod ends te current acti'it" and returns control to te
calling acti'it". <f tere is no calling acti'it": te s"stem starts te ne$t
acti'it" in te p$/cti'it"8ist propert". =ere as te End-/cti'it" also closes
te calling acti'it"
260.!o,-ETM8 metod to cause te acti'it" to process an ETM8 rule and send
te resulting ETM8 to a user for displa" b" <nternet E$plorer. 1ote ; Ase te
standard acti'it" Sbaseclass. !o,-Earness: not tis metod: to displa" a
,or> ob7ect form defined b" a arness rule (Rule-ETM8-Earness rule t"pe).
2+1.!o,-Page metod is used to send an RM8 representation of te step page
to a userPs <nternet E$plorer bro,ser session: as an aid to debugging or to
populate te 'alues in a select bo$ in ETM8 d"namicall"
262.!o,-Propert" metod to send te 'alue of a single propert" on te
clipboard page identified in te Ste' Page column to a userPs <nternet
E$plorer bro,ser session: as an aid to debugging
2+(.Propert"-!et propert" is used set te 'alues to te properties on te
clipboard pages
264.Propert"-!et-!pecial is used tis metod to set te 'alue of one or more
special properties. !tandard special properties a'e names tat start ,it te
prefi$ '6. Te 'alue of special properties cannot be modified troug direct
user input in an ETM8 form: nor b" te Propert"-!et acti'it" metod
265.Pro'ert+-Set-XML met2od i% #%ed to sa'e te contents of an RM8 rule
(after stream processing) as te 'alue of a !ingle Calue propert"
266.StartNe-9$o- acti'it" from te =or>- class can be used from to start a ne,
flo, from an acti'it"
- 42
267.9$o--Ne- step metod can be used to start ne, flo, e$ecution :
referencing a flo, rule
268.RDB-Li%t metod can be used to retrie'e ro,s from an e$ternal relational
database and place te results as embedded pages in a specified step page of
class Code-Pega-8ist. Tis metod references an Connect !68 rule instance:
and e$ecutes !68 statements stored in te Bro-%e tab of tat rule instance.
!pecif" a page of class Code-Pega-8ist as te step page of te R0B-8ist
metod. /lso identif" tis page and class on te Page% A C$a%%e% tab of te
/cti'it" form. Te important parameters are
i. Re:#e%tT+'e & 1ame of Rule-Connect-!68 instance( tird >e"
part of te !68 instance
ii. A!!e%% & Enter te second >e" part of te Connect !68 rule (b"
con'ention MSS=L: Ora!$e: DB<: UDB: or S+*a%e: but not
restricted to tese 'alues)
iii. C$a%% Name & Class name ,ere te !68 is defined. =e need
to identif" e6a!t !$a%% of te rule. Te s"stem does not use
class ineritance to find te Rule-Connect-!68 instance. /lso
tis class is different from te class on ,ic "ou ,ant to
perform te searc: ,ic "ou enter in "our !68 code
iv. Bro-%e'age 1 O'tiona$ 3& <dentif" te top-le'el page into
,ic te searc results are to be returned. Te p$Results
pages are embedded in tis page. <f left blan>: te s"stem uses
te step page "ou specified for te R0B-8ist metod in te
acti'it" step.

Note& Connect !68 rules onl" ,it an e6terna$ data*a%e. 0o not use
Connect !68 rules or R0B metods for te Process Commander
database(s). Because not all properties in te Process Commander
databases are indi'idual database columns: "ou must use te .b7-
.pen and .b7-!a'e metods: not te R0B-Q metods
269.Rule-Connect-!68 con'erts table: class: and propert" references on te
Bro-%e tab of tis rule using clipboard data: and sends te resulting !68 to
te e$ternal database
270.RDB BO'en !tep metod is used to retrie'e a single ro, (record) of data
from an e$ternal relational database and add te retrie'ed data into a
specified clipboard page as propert" names and 'alues. ?ou can use tis
metod ,it rule-connect-!68s a'ing select statements in te .pen tabs.
Te parameters are prett" muc same as tat of te R0B-8<!T
- 43
231.Eac R0B-.pen: R0B-!a'e: and R0B-0elete metod in'ol'es an !68
database commit operation. ?ou canPt implement !68 transaction commit
operations spanning t,o or more Connect !68 rules.
272.RDB-Sa(e met2od can be used to sa'e te contents of a clipboard page
into a ro, of a relational database. Te s"stem sa'es te properties on te
specified step page to te specified table in te database. Tis metod ,or>s
in con7unction ,it a Connect !68 rule tat contains !68 statements suc as
<1!ERT: AP0/TE: and CRE/TE statements on te Sa(e tab. Te parameters
of tis step metod are prett" muc same as tat of R0B-8ist
273.RDB-De$ete metod can be used to delete a ro, or ro,s from an e$ternal
relational database using !68. Tis metod operates in con7unction ,it an
!68 statement in te De$ete tab of an Connect !68 rule (Rule-Connect-!68
rule t"pe) ,ic contains te 0E8ETE: TRA1C/TE or 0R.P !68 statement.
Te parameters of tis step metod are prett" muc same as tat of R0B-8ist
<CDHo- %et *rea. 'oint% in tra!er
Ase brea> point button to access te brea> point
configuration. /fter tat ,at "ou see is
To see a list of acti'ities: select a class. select te step before ,ic "ou ,ant
processing to pause. !elect at entr+ or E to brea> ,en te acti'it" starts. To
brea> for eac step: coose a$$ %te'.
Clic> Set Brea.: and "ou see te follo,ing;
To remo'e a brea>: cec> te Remo'e bo$ and clic> te Remo(e button.
23*.=atc 'alues can be set on tracer for 'arious properties on te clipboard
pages: prett" muc in te same ,a" as ,e set te brea> points. But brea>
points are set to acti'it" steps and te ,atc 'alues are set to properties in
te clipboard
- 44
23+./ declarati'e rule describes a computational relationsip among propert"
'alues tat is e$pected to be 'alid Oal,a"sO or OoftenO or Oas neededO.
0eclarati'e rules ,ill be in force automaticall" and ence "ou need not call
tese rules e$plicitl"
233.0eclarati'e rules need D sould not be refereed from an" rule. Te" are
al,a"s in force. Te primar" benefit of declarati'e processing is tat te
s"stem: rater tan te de'eloper: controls ,en computations are processed
235.Tere are fi'e t"pes of declarati'e rules
i. Constraints rules (Rule-0eclare-Constraints rule t"pe)
ii. 0eclare E$pression rules (Rule-0eclare-E$pressions rule t"pe)
iii. 0eclare <nde$ rules (Rule-0eclare-<nde$ rule t"pe)
i'. 0eclare .nCange rules (Rule-0eclare-.nCange rule t"pe)
'. 0eclare Trigger rules (Rule-0eclare-Trigger rule t"pes)

234.Remember tat oter tan abo'e fi'e rules : an" oter rules are not reall"
declarati'e rules: toug containing %0eclare& >e",ord. Ior e$ample:
follo,ing are not declarati'e rules
Rule-0eclare-0ecisionTree
Rule-0eclare-0ecisionTable
280. R#$e-De!$are-E6're%%ion% & R-0-E ( Rule-0eclare-E$pressions ) can be
created for properties and ,ill a'e t"picall" same name of te propert". R-0-
E facilitates automatic computation of te propert" 'alue: basing on canges
of oter propert" 'alues. Ior e$ample: ,e can declare a R-0-E for propert"
called %/rea& : so tat ,ene'er it#s 'alue is accessed from clipboard: it#s
'alue is eFual to te product of properties: 8engt and =idt. .nce te R-0-E
is sa'ed for te propert" %/rea&: an" cange to a 8engt or =idt 'alue:
regardless of o, it occurs: causes an immediate recomputation of te 'alue
of te /rea propert". Ior e$ample follo,ing is te R-0-E created for gross
salar" propert"
<dea is: =ene'er 'alue of an" propert" from Basic: ER/:
!pecial/llo,ance: <Ta$ and PTa$ is canged: Te 'alue of Bross!alar" in
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clipboard automaticall" canges. Ior e$ample: if an acti'it" ,ic as Propert"-
!et metod for propert" %Basic& and if tis acti'it" is e$ecuted: te clipboard
'alue of Bross!alar" automaticall" canges
251.0eclarati'e rules are not referenced e$plicitl" in oter rules. <f "ou use of an
propert" tat is referenced in te declarati'e rule: it automaticall" causes te
declarati'e rule to run.
282.9or-ard C2aining & Ior,ard caining pro'ides te automatic calculation of
te propert" b" e$ecuting te declarati'e rule: ,en an" one of te input
propert" 'alue is canged. Ior e$ample: if te /rea propert" depends on te
8engt and =idt propert": ten for,ard caining causes te /rea propert" to
be recomputed eac time eiter 8engt: or =idt 'alue canges

283.Ba!.-ord C2aining & Ior,ard caining pro'ides te automatic calculation
of te propert" b" e$ecuting te declarati'e rule: ,en a 'alue is needed for
a propert": rater tan ,en inputs cange. Ior e$ample: if te /rea propert"
depends on te 8engt and =idt propert": ten bac>,ord caining causes
te /rea propert" to be recomputed eac time te /rea propert" is reFuiredD
referred
284.52at de!ide% t2e "or-ard !2aining F Ba!.-ord !2aining 4 ; Te
%Target Propert" 0ata % field in declare e$pressions decide tis
In t2e a*o(e o'tion%@
=ene'er inputs cange H Ior,ard Caining
=en used: if no 'alue present H Bac>,ord Caining
=en used: if Propert" is missing H Bac>,ord Caining
=ene'er used H Bac>,ord Caining
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25*.?ou can use ,en conditions in te R-0-E. Ior e$ample ,e can cange te
formula for gross!alar" for regular emplo"ees and contract emplo"ees as
gi'en belo,. Contract emplo"ees ,ill not a'e te !pecial allo,ance
25+.?ou need to gi'e te page conte$t 'alue: if te R-0-E is declared for a target
propert" ,ic is embedded in page-8ist or a page-propert" . ?ou can lea'e
te page conte$t 'alue as blan>: if "our target propert" is of mode single
'alue.
<f "ou gi'e te page conte$t: if "ou specif" te page conte$t: "ou need to
specif" te class for tis page conte$t: in
Ior e$ample: te follo,ing ma" be 'alid 'alues for page conte$t
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,ageBill.Emplo"ee(%Murali&)
,ageBill.Emplo"ee())
,ageBill.Emplo"ee()
/ssuming: Emplo"ee is an embedded page in ,ic ,e a'e te
BrossPa" propert" for ,ic ,e are declaring R-0-E
/lso: <f "ou gi'e te page conte$t: "ou need to specif" te class for
tis page conte$t: in class field as gi'en belo,

287.R#$e-De!$are-Con%traint% & Constraints rules can pro'ide an automatic
form of propert" 'alidation e'er" time te propert"Ps 'alue is OtoucedO: in
addition to te 'alidation pro'ided b" te propert" rule or oter means. Te
s"stem e'aluates constraints automaticall" eac time a propert" identified in
a Constraints rule is canged. Tis tecniFue is >no,n as "or-ard !2aining.
Constraints use te for,ard caining. Ior e$ample ,e can create a constraint
for multiple properties to see tat all amount are positi'e as gi'en belo,
255.!ame as 0eclare e$pressions: ,e can also declare constraints for te
properties inside te embedded page. <n tat case: ,e need to specif" te
page name and it#s class in te pages and classes tab as gi'en belo,
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289.R#$e-De!$are-Inde6 & 0eclare <nde$ rule are defined for defining criteria
under ,ic Process Commander automaticall" maintains inde$ instances for
faster access.
290.R#$e-De!$are-OnC2ange & 0eclare .nCange rules can be used to run an
acti'it" automaticall" at acti'it" step boundaries ,ene'er te 'alue of a
specified propert" canges. Tis capabilit" pro'ides a form of automatic
for,ard caining. <f "ou specif" more tan one propert": te" all must be on
same page. Ior e$ample: ,e can create a declare oncange to call an acti'it"
tat send a mail to emplo"ee ,en e'er eiter ER/ or Basic or
!pecial/llo,ance are canged as belo,
241.!ame as 0eclare e$pressions: ,e can define declare .nCange rules for te
properties inside te embedded page. <n tat case: ,e need to specif" te
page name and it#s class in te pages and classes tab as gi'en belo,
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292.R#$e-De!$are-Trigger& / trigger rule identifies an acti'it" tat runs
automaticall" ,ene'er an ob7ect of a particular class is sa'ed in or deleted
or updated from te database.
293.Trigger% implements for,ard caining
24)./lmost all te declarati'e rules implement onl" te for,ard caining: e$cept
te R-0-E. <n R-0-E: ,e a'e a coice to decide eiter ,e sould go to
for,ard caining or bac>,ard caining
295.A De!i%ion Ta*$e i% an instance of class Rule-0eclare-0ecision Table. /
decision table to deri'e a 'alue tat as one of a fe, possible outcomes:
,ere eac outcome can be detected b" a test condition on 'alue of te
propert". / decision table rule lists t,o or more ro,s: eac containing test
conditions on a propert" 'alue and a result. Ior e$ample: follo,ing is a
decision table defined to get te ta$ rate basing on te ER/
296.Ho- to re"er t2e de!i%ion ta*$e4 0ecision table can be referred from tree
oter rules
1. Irom decision sape of flo, rule
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2. <n an acti'it" "ou can e'aluate te decision table using Pro'ert+-
Ma'-De!i%ionTa*$e. B" doing so: ,e can set a propert" 'alue ,it
te return 'alue of te decision table
(. 0ecision table can be referred from R-0-E
297.A de!i%ion tree is an instance of Rule-0eclare-0ecisionTree. 0ecision tree
can be used to record te comple$ ifKtenKelse logic. Ior e$ample follo,ing
is te standard decision tree defined in te Procom ruleset for returning rigt
email address basing on te comple$ if else conditions
298.Ho- to re"er t2e de!i%ion tree 4 0ecision table can be referred from tree
oter rules
1. Irom decision sape of flo, rule
2. <n an acti'it" "ou can e'aluate te decision tree using Pro'ert+-Ma'-
De!i%ionTree. B" doing so: ,e can set a propert" 'alue ,it te
return 'alue of te decision table.
(. 0ecision tree can be referred from R-0-E
299. !ignificance of 0efault input propert" in decision tree is ; Tis is an optional
field. /t run time ,en te decision tree is referred: if te 'alue of te tird
parameter to te Propert"-Map-0ecisionTree metod is blan>: te s"stem
e'aluates tis field and uses te result as te 'alue for comparisons.
300.Map Calue ; =e can tin> of a map 'alue rule to create a table of number:
te$t: or date ranges tat con'erts one or t,o input 'alues: suc as latitude
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and longitude numbers: into a calculated result 'alue: suc as a cit" name.
Map 'alue rules greatl" simplif" decisions based on ranges of one or t,o
inputs.
Toug ,e can use map 'alue to ta>e a ma$imum of 2 inputs: troug
cascading K ,ere one map 'alue calls anoter K map 'alue rules can
pro'ide an output 'alue based on tree: four: or more inputs
(@1.1ormall" maps can be defined in t,o ,a"s. =e can gi'e a ro, input onl"
,ic is referred as simple map. Te follo,ing is e$ample of simple Map

/lso ,e can tin> of creating a map ,ic ta>es bot ro, input and column
input ,ic is normall" referred as Map 'alue pair. Iollo,ing is an e$ample of map
'alue pair
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GH<Ho- and -2ere t2e ma'% are re"erred 4
1. Irom decision sape of flo, rule
2. <n an acti'it" "ou can e'aluate te map 'alue using Pro'ert+-Ma'-
(a$#e ( =ere "ou a'e onl" ro, input) or Pro'ert+-Ma'-
7a$#ePair( =en "ou a'e bot ro, and column inputs ). B" doing
so: ,e can set a propert" 'alue ,it te return 'alue of te map 'alue.
(. Map can be referred from R-0-E
). / Map 'alue can be referred from oter map 'alues
GHGIm'ortant "$o- %+m*o$% 1 II S+m*o$% are (er+ im'ortant "or e6am 3
a. Bran!2ing to anot2er "$o-& can branch to start another flow
execution anywhere in your current flow. Flow symbol looks as
b. A%%ignment & /ssignment is te place te ,or> ob7ect
reFuires some user action and t"picall" assignment can
include bot local and no local flo, actions. /ssignment
loo>s as
c. Comment & Comment s"mbol loo>s as : ,ere u
can add some comments in te flo,.
d. Conne!tor% & Connectors loo> as
e. Integrator & <ntegrator tas> is an acti'it" tat connects
"our Process Commander s"stem to an e$ternal s"stem
to send or recei'e data. <ntegrator sape loo>s as
f. De!i%ion & =e can use decision tas> to reference a map
'alue rule: decision table rule: or decision tree rule tat
,en e'aluated produces a 'alue tat is te basis of
brancing in te flo,. 0ecision sape loo>s as
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g. 9$o- End S2a'e & 0efines te end of te flo,. !ape
loo>s as
h. 9or. & Ior> represents a point ,ere te flo, e$ecution
cooses one of a fe, different pats (connectors) based
on tests on te ,or> ob7ect. for> sape loo>s ad
i. Noti"+ & Connect a 1otif" sape to an assignment to
cause "our application to send correspondence to a ,or>
part" in te ,or> ob7ect reflecting te assignment. Te
notif" sape loo>s as
j. Ro#ter & / router acti'it" computes ,ic ,or>bas>et:
,or>list: or agent is to recei'es an assignment. Te
sape loo>s as .
k. S'inO"" & =en a ,or> ob7ect ad'ancing troug a flo,
reaces te !pinoff sape: Process Commander to starts
e$ecution of a different flo,: using te current or a
different ,or> ob7ect. Processing in te current flo, rule
continues in parallel: ,itout ,aiting for te oter flo,
to complete. !pin.ff sape loo>s as
l. S'i$t->oin & =e need to use !plit-2oin sape to
guarantee tat Osubflo,sO of "our flo, are completed
before continuing ,it te current flo,. Te sape loo>s
as .
m. S'$it-9orEa!2 & !plit-IorEac sape to send a ,or>
ob7ect troug anoter flo, based on information in te
pages of a Page 8ist or Page Broup propert". Te sape
loo>s as
n. Uti$it+ & Atilit" tas> is an acti'it" tat can update a ,or>
ob7ect -it2o#t 2#man in'#t. <t ma" perform
computations: searces: retrie'e data from anoter
s"stem: ma>e a decision affecting te course of te flo,:
and so on. Atilit" tas> loo>s as
(@). <mportant classes
1. Ruleset - Rule-Ruleset-1ame
2. Ruleset 'ersion - Rule-Rule!et-Cersion
(. Class - Rule-.b7-Class
). Propert" - Rule- .b7-Propert"
*. ETM8 Iorm - Rule-.b7-ETM8
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+. Earness - Rule-ETM8-Earness
3. Earness !ection - Rule-ETM8-!ection
5. Ilo, - Rule-.b7-Ilo,
4. .rgani9ation - 0ata-/dmin-.rgani9ation
1@. 0i'ision - 0ata-/dmin-.rg0i'ision
11. Anit - 0ata-/dmin-.rgAnit
12. Ilo, action - Rule-.b7-Ilo,/ction
1(. !"stem - 0ata-/dmin-!"stem
1). .perator - 0ata-/dmin-.perator-<0
1*. /ccess Broup - 0ata-/dmin-.perator-/ccessBroup
1+. =or> .b7ect - =or>-.b7ect-
13. Co'er - =or>-Co'er-
15. Iolder - =or>-Iolder-
14. Part" t"pes - 0ata-Part"
2@. =or> parties for ,or> class - Rule-.b7-=or>Part"
21. Class Broup - 0ata-/dmin-0b-ClassBroup
22. Mapping classD class group
to a table - 0ata-/dmin-0B-Table
2(. 0B Connection - 0ata-/dmin-0b-1ame
2). Iield Calue lists - Rule-.b7-IieldCalue
2*. Custom displa" options
for properties on te form - Rule-ETM8-Propert"
2+. Con'erting user input into
internal format - Rule-Edit-<nput
23. Model - Rule-.b7-Model
25. Iragment - Rule-ETM8-Iragment
24. Te$t file - Rule-Iile-Te$t
(@. Binar" Iile - Rule-Iile-Binar"
(1. Propert" streams ( to - Rule-ETM8-Propert"
control te appearance of
properties on A< )
(2. Custom routines for
formatting te properties - Rule-Edit-<nput
((. Maintain 'alue lists for
te propert" - Rule-.b7-IiledCalue
(). To 'alidate a propert" - Rule-Edit-Calidate
(*. To 'alidate multiple
properties in a page - Rule-.b7-Calidate
(+. To create calendars - 0ata-/dmin-Calendar
(3. Pac>agingD sipping - Rule-/dmin-Product
products
(5. To Contain report structure H Rule-.b7-!ummar"Cie,
(1. 0ecision tree - Rule-0eclare-0ecisionTree
(2. 0ecision table - Rule-0eclare-0ecisionTable
((. =en conditions - Rule-.b7-=en
(). Maps - Rule-.b7-Map
(*. 0eclare E$pressions - Rule-0eclare-E$pressions
(+. Constraints - Rule-0eclare-Constraints
(3. 0eclare onCanges - Rule-0eclare-.nCange
(4. 0eclare <nde$es - Rule-0eclare-<nde$
)@. 0elcare Triggers - Rule-0elcare-Triggers
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(@*. /n /!!e%% Ro$e is an instance of te Rule-/ccess-Role-1ame class. /n access
role can be assigned to indi'idual users (or reFuestors) to influence teir access
control. Tese roles determine ,at operations te" can perform on ,at classes.
0onPt confuse access roles ,it access groups: ,ic affect Rule!et and Cersion
'isibilit". /ccess groups are data instances (of te 0ata-/dmin-.perator-
/ccessBroup class): ,ile access roles are rules.
(@+. / Pri(i$ege is an application-specific access control element associated ,it a
class and access role. / pri'ilege is a name tat corresponds to a Rule-/ccess-
Pri'ilege instance. Tat class pro'ides a name (and class) for eac pri'ilege: but
does not cause te s"stem to grant pri'ileges. Ase of pri'ileges is optional: but can
offer finer tuning of access control tan access roles alone. To a'e access to a
pri'ilege: "ou must a'e at least one of te access roles tat grant access to te
pri'ilege in "our access role list. Te association bet,een access roles and pri'ileges
is establised in instances of te Rule-/ccess-Role-.b7 class
(@3.Te portal la"out for !"stem arcitect and process arcitect appears
similar
(@5. PRPC model users
a B#%ine%% U%er%
1. B#%ine%% U%er ; End user of te application
2. B#%ine%% Manager ; =o monitors te performance of
users or user groups
* De(e$o'er% and Im'$ementer%
1. Pro!e%% Ar!2ite!t & / business anal"st ,o defines and
maintains business rules: ser'ice le'els: and flo,s
2. S+%tem Ar!2ite!t & /n application de'eloper ,o
creates class structure for te application and ,o builds
te interfaces ,it e$ternal s"stems
3. S+%tem Admini%trator & !"stem engineer ,o is
responsible for installation and setup: securit": and ig
le'el configurations
(@4. Portal la"outs can be configured as instances of Rule-Portal
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GEH )#ardrai$%
1. Adopt an Iterative Approach
2. Establish a Robust Foundation
. !o "othin# $hat Is %ard
&. 'imit (ustom )ava
*. +uild For (han#e
,. !esi#n Intent-!riven .rocesses
/. (reate Easy-$o-Read Flows
0. 1onitor .erformance Re#ularly
2. (alculate and Edit !eclaratively3 "ot .rocedurally
4eep 5ecurity 6b7ect-6riented $oo
311. SMART BUILD
5mart build is the desi#n and development process for .R.(.
It contains 1& se8uential steps.
5mart +uild 5teps
1. Review Road map and !evelop .lan
2. Analy9e Re8uirements
. .rere8uisites and set up
&. !esi#n the class structure
*. (reate and evaluate sample work ob7ects
,. Identify missin# properties and data classes
/. $ailor the user interface
0. !esi#n flows and Identify Flow Actions
2. (reate Flows and .rocess !etails
1:. Add (ommunications (apabilities
11. 5et up Access and 5ecurity
12. (onfi#ure Interfaces and !ata 5ources
1. +usiness Review and !eploy
1&. (ontinuous Improvement
12. 5tandard Rule-1ethods

Method Description
Activity-End End the current activity.
Activity-'ist-Add Add an activity to an internal dispatch list.
Apply-.arse-!elimited Execute a .arse !elimited rule in an activity.
Apply-.arse-5tructured Execute a .arse 5tructured rule in an activity.
Apply-.arse-;1' Execute a .arse ;1' rule in an activity.
Assi#n-!elete !elete an assi#nment.
Assi#n-Establish(ontext Retrieve the flow and work ob7ect for an assi#nment.
(ommit (ommit all database chan#es in the thread.
(onnect-dot"et 5tart a connector to a <eb service based on the 1icrosoft ."E$
framework
(onnect-E)+ 5tart a connector to an external Enterprise )ava+ean.
(onnect-)ava 5tart a connector to call an external )ava class or )ava+ean.
(onnect-)15 5tart a connector to an external system usin# the )ava 1essa#e
5ervice application pro#rammer interface.
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(onnect-1= 5tart a connector for a <eb5phere 1= connection.
(onnect-56A. 5tart a connector to invoke a <eb service.
(onnect-<ait +lock >pause? for a time interval to synchroni9e with child re8uestor.
End-@alidate End compilation of referencin# rules3 for a custom rule type.
Exit-Activity End the current activity.
Flow-"ew 5tart a flow execution instance.
Flow-End $erminate a flow execution instance.
%istory-Add Record your chan#es to work ob7ects or activities
%istory-'ist 'ist instances of a class.
'ink-6b7ects 'ink ob7ects to#ether.
6b7-!elete !elete an instance from the database3 or mark it for later deletion
with the (ommit method
6b7-'ist 5earch throu#h instances of a class and extract selected properties
6b7-6pen 6pen an instance stored in the database
6b7-6pen-by-%andle 6pen an instance usin# a permanent uni8ue key.
6b7-5ave 5ave pa#e data to the database3 or mark it for savin# >commit?
later.
6b7-5ave-(ancel Reverse a previous 6b7-5ave or 6b7-!elete method3 not yet
committed to the database.
6b7-5et-$ickets 5et or reset tickets3 interruptin# the normal se8uential processin# of
a flow.
6b7-@alidate Run a @alidate rule on a set of properties3 typically representin#
user input.
.a#e-(han#e-(lass (han#e the class of a pa#e.
.a#e-(opy (opy contents of one pa#e to another pa#e
.a#e-(lear-1essa#es Remove pa#e messa#es from the step pa#e.
.a#e-1er#e-Into 1er#e two or more pa#es into one pa#e.
.a#e-"ew (reate a pa#e.
.a#e-Remove !elete a pa#e from the clipboard.
.a#e-Rename Rename a pa#e or name a primary pa#e
.a#e-@alidate @alidates all properties on a pa#e.
.a#e-5et-1essa#es Associate a messa#e with a pa#e.
.arse-+yte-.os Ased only in .arse 5tructured rules.
.arse-(har-.os Ased only in .arse 5tructured rules.
.arse-Fixed-+inary Ased only in .arse 5tructured rules.
.arse-.acked-!ecimal Ased only in .arse 5tructured rules.
.rivile#e-(heck !etermine whether a user or re8uestor has a specified privile#e.
.roperty-1ap-!ecision$able Evaluate a decision table rule and assi#n the result to a property
.roperty-1ap-!ecision$ree Evaluate a decision tree rule and assi#n the result to a property
.roperty-1ap-@alue 5et the value of a property based on a one-dimensional map value
rule.
.roperty-1ap-@alue.air 5et the value of a property based on a two-dimensional map value
rule.
.roperty-Remove !elete a property from a pa#e.
.roperty-5eek-@alue Ase backwards chainin# to obtain a value.
.roperty-5et 5et the value of one or more specified properties
.roperty-5et-(orr 5ave the contents of a correspondence stream as the value of a
property.
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.roperty-5et-%$1' 5ave the contents of an %$1' stream as the value of a property.
.roperty-5et-1essa#es Associate a literal text messa#e with a property or a step pa#e.
.roperty-5et-5pecial 5et the value of one or more-reserved >px? properties.
.roperty-5et-5tream 5ave the contents of a )5.3 ;1'3 or %$1' stream as the value of a
property.
.roperty-5et-;1' 5ave the contents of an ;1' stream as the value of a property.
.roperty-@alidate Apply an Edit @alidate rule to test user input.
R!+-!elete !elete an instance from a relational database.
R!+-'ist Retrieve rows from an external relational database.
R!+-6pen 6pen an instance from an external relational database.
R!+-5ave 5ave the contents of a clipboard pa#e to a relational database.
Re8uestor-5top 5top processin# of the re8uestor.
5how-%$1' Assemble and send an %$1' pa#e to a userBs browser
5how-.a#e 5end an ;1' representation of a pa#e to the browser.
5how-.roperty 5end a sin#le property value to the browser.
5how-5tream Apply stream processin# to a )5.3 %$1'3 correspondence or ;1'
rule.
5tart-@alidate (ompile referencin# rules for a custom rule type.
5trin#+uffer-Append 1anipulate strin# buffer containin# local variables
5trin#+uffer-Insert 1anipulate strin# buffer containin# local variables
5trin#+uffer-Reset 1anipulate strin# buffer containin# local variables
$ask5tatus-5et (onvey results of activity processin# to a callin# flow
$hread-(lear (lear the thread pa#e.
$hread-5top 5top the current thread.
<ait .ause a thread for a specified time interval.

313. RULE-OBJ_CORR
(reate correspondence rules to define3 in %$1'3 templates for the content of out#oin#
correspondence. <e need to select the (orrespondence type.
RULE-CORR TYPE
A correspondence type rule indicates whether a piece of correspondence is a printed
letter3 fax3 e-mail3 or phone text
RULE-CORR-FRAGMENT
(reate a correspondence fra#ment rule to define reusable or boilerplate %$1' text for
correspondence. $hrou#h the include directive or the e8uivalent include )5. ta#3 this
text can be incorporated into multiple correspondence rules durin# stream processin#.
314. RULE-DECLARE-INDEX
Indexin# can improve performance and facilitate reportin#. $hese rules are stored in
indexCbase table of pe#a rules.
315. RULE-UTILITY-LIBRARY
A library rule is a container for a set of related function rules.
316. RULE-UTILITY-FUNCTION
It defines a 7ava function that can be accessed throu#h rule resolution. $hese rules
can be referenced in expressions or 7ava step in an activity. For example3
Exprerssion
D>1yRule5etE1yFeo'ibrary?.1yFeo#raphicFunction> 'atitude3 'on#itude?
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)ava step
myrulesetCmy#eolibrary.1yFeo#raphicFunction>'atitude3 'on#itude ?G
317. RULE-PARSE-DELIMITED
Ase the .arse !elimited rule to upload data into your .rocess (ommander system
from an external file or files. <ithin an input record3 a comma3 tab3 8uote3 or other
character may separate fields. $he rule extracts the text between the delimiter
characters and stores it in a Single Value property or as one element of a Value
List property.
RULE-PARSE-STRUCTURED
Ase a .arse 5tructured rule in con7unction with a 5ervice File rule or the Apply-
.arse-5tructured method to import structured data to the clipboard. For example3 you
can import fixed-format flat files from a variety of external sources and platforms.
RULE-PARSE-XML
Ase .arse ;1' rules with services and connectors to map data from an ;1' text
messa#e into clipboard property values. Each .arse ;1' rule contains an array of
parsin# instructions that let .rocess (ommander interpret an incomin# ;1'
document or messa#e. $he incomin# messa#e may arrive usin# an e-mail protocol
or by 56A. over %$$. protocol. $he messa#e may be a re8uest for service or a
reply from a connector. <ithin a .arse ;1' rule3 the notation for findin# elements
and attributes is similar to the <orld <ide <eb (onsortiumBs ;.ath notation.
318. DATA MAPPING IN SOAP
<e have two types of mappin# mechanisms in .R.( dependin# on the
re8uestHresponse forms.

For mappin# data in 56A. 5ervice
Re8uest 1A. $6 !ata from external source to .R.(
Response 1A. FR61 From .R.( to External 5ource
For mappin# data in 56A. (onnector
Re8uest 1A. FR61 From .R.( to External 5ource
Response 1A. $6 !ata from external source to .R.(
31. JA!A SER!ER PAGES TAGS
$he .rocess (ommander )5. ta# library provides a functional e8uivalent to a
directive3 or part of a directive.
Reference tag
<pega:reference name="myPage.myProperty" />
Look up Tag
Ipe#aElookup classnameJKRule-6b7-%$1'K propertyJKpx(reate6peratorK HL
Ipe#aEkey nameJKpy(lass"ameK value JK<ork-K HL
Ipe#aEkey nameJKpy5tream"ameK valueJK"ewbookK HL
IHpe#aElookupL
With Embedded
Ipe#aEwithEmbedded nameJKembeddedpa#estrin#K L
Enter Ipe#aEreference nameJK.5urnameK HL here.
IHpe#aEwithEmbedded L
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With Page
Ipe#aEwith.a#e nameJKpa#enameKKL
IM-- %$1' andHor ta#s here with pa#ename as the base pa#e --L
IHpe#aEwith.a#eL
Inclue
Ipe#aEinclude
NnameJKnameKO
NrefJKindirect reference KO
NtypeJKrule typeKO
HL
When
Ipe#aEwhen
NnameJKWhen rule O
N7avaJK<!=e"pre##ion=!>KO
NtestJKkey$orKOL
%T&L #egment to inclue if true
IHpe#aEwhen L
'or (ach
I$A+'EL
Ipe#aEforeach nameJK6perators.pxResultsKL
I$RLI$!L
Ipe#aEreference nameJKP$%I5.pyAserIdentifierK HL
IH$!LIH$RL
IHpe#aEforeach L
IH$A+'EL
3"#. RULE-OBJ-LIST !IE$
Ase a 'ist @iew rule to define a custom report or personal version of a report. $his
rule #enerates %$1' that provides an attractive interactive display. Followin# are the
steps to create one.
1. Ase the "ew dialo# to record the rule key.
2. (omplete the D%&'()* F%+(,& tab to record the layout of an %$1' I$A+'EL display of results.
3. (omplete the C-./+./ tab to define a search of the .rocess (ommander database and exploit
the retrieval3 filterin#3 and sortin# power of database software.
4. Ase the O01).%2+ tab to apply further filterin# and sortin#3 and buttons.
5. !efine interactions and advanced interactions on the F-03)/ tab
321. RULE-OBJ-SUMMARY !IE$
Ase the 5ummary @iew rule form to define a simple custom or personal 8uery. $his
rule #enerates %$1' that provides an attractive3 custom interactive display.
%ere we can have drilldown options as well.
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