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GetNextWork functionality in pega

What is GetNextWork in pega? Pega provided a functionality to get the most urgent assignment(task) for user to work on. This is configured o...

Relevant records in Pega

Relevant records in Pega

Marking a rule as relevant record for re-usability by developers or automatically by Pega in developer studio to reduce the development time and to improve application quality. 
Relevant records is not a rule and is a concept in pega.

Who can mark a relevant record?

1. Pega will automatically mark some rules as relevant records
When we add Processes, Fields and Views in the context of  case type (Case design life cycle), pega automatically marks these rules as relevant records.
When we create a new data type in data designer and add fields to, pega automatically marks these rules(Properties) as relevant records.

2. Developers can mark records (rules) as relevant records
Developer can mark a rule as relevant record in three ways.
1. Marking as relevant record in rule form itself.
2. By creating any rule in App studio
3. By Manually adding rule as relevant in Dev studio Configure-Application-Inventory-Relevant Records tab

What are the rule types eligible Understanding relevant records

Developers can manually mark below rule types as "Relevant records" in pega
Data Model Category
  • Property
Process Category
  • Correspondence
  • Flow
  • Flow Action
  • Service Level Agreements (SLAs)
User Interface Category
  • Harnesses
  • Paragraphs
  • Sections

How to mark a record as Relevant by developer? Configuring Relevant records

Open any of the above rule type -rule instance (rule form) and go to Actions tab, we can see 'Mark as relevant record' option.
relevant-record-pega

Once you mark as relevant the option will be grayed out. We can see the green confirmation message.
relevant-records-pega

We can see marked records in Configure-Application-Inventory-Relevant Records tab. Added this section as relevant record in "Data-Portal" class.
application inventory

We can see relevant records of any class and can add relevant records to any class. Once we make a record as "Inactive" , again we can add it here or in rule form.

How to use Relevant record in case designer? Adding relevant records

We can see the relevant record (section - Bulkuploadusers) in case designer.
Click on the "Configure view" button and pop-up screen will display there we can see marked record in Views.
Click on the + i con to add this view to case life cycle and submit, see green check mark indicates view is added.


Relevant record is used in case type design.
added to case life cycle
Will create a Service Request and advance till Uploadusers to see the used relevant record
display at run time

Relevant records in Data designer

In Data designer we can see relevant records(properties) for a selected data type.
data designer relevant records

In Case designer we can see relevant records in various places (tabs).Work flow,  Data Model tab and Views tab.
Work flow tab:
work flow tab
Data Model tab:
data model tab
Views tab:
views tab
finally there is a WHEN rule which defines if the user can add or remove a relevant record entry from a class.
pzEditRelevantRecords

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