Actions tab

Use the Actions tab to define action sets that determine the behavior of a control.

Action sets

An action set is a combination of an event and an action configured for a control. An event triggers an action. For example, a mouse click refreshes a section. For each action set, you must define at least one event and one action. You can define multiple events and actions for a single action set. You can create multiple actions sets for a single control. You can also specify a condition for the action set.

Action sets are comprised of the following elements:

  • Event — Something that a user does, such as click, double-click, hover, focus, keyboard entry, and so on.
  • Action — A response that the system performs as a result of the user event. For example, when the user clicks a button, a case is created.
  • Conditions — Optionally, you can specify restrictions, such as When rules, that can be applied to an event and action combination. For example, you can configure conditions so that hovering over a field displays a tooltip only if the field contains a property value.

    Using when conditions, you can combine behaviors for a single control. For example, a first behavior states that when the user focuses on the Input Area, the system sets the background color to red (defined in the Inline Style field) if the area is populated. A second behavior states that, for the same event, the system sets the background color to blue if the area is empty.

    Buttons do not use behavior conditions. Use the Disabled or Privilege fields in the Options area to determine whether the button is available to specific users. You cannot use conditions with Action control types—use the Disabled, Privilege, or both settings in the Options area.

You can define multiple events and actions within an action set and create multiple actions sets for a control. Actions execute in the order in which they are listed. Use the row handles to rearrange the action sets if necessary.

CAUTION:
If you define more than one event for a control, the actions are executed from the top down, as displayed in the list; the inherited actions (the ones in the rule) execute first. All processing effects of an action in the list will complete before the next action starts. For example, assume that a Display > Set Value action is followed by a Launch > Local Action action. When the user clicks the button, the Set Value action also triggers a Post Value action (set in the Behavior field on the Cell Properties panel) and recalculation of an expression. After all processing is completed, the system starts the Local Action.

The Actions tab contains settings to specify the behavior of the control in Read-write and Read-only modes.

UI Gallery

The UI Gallery landing page contains working examples of many controls. To display the gallery, click Designer Studio > User Interface > Gallery > UI elements.

Defining an action set

  1. On the Properties panel, select the Actions tab.
  2. If an action set has not been defined, click Create an action set.
  3. Once an action set has been defined, click Add an event
  4. Click Add another event to add an event to the first action set, which is expanded by default.
  5. Select a mouse, keyboard, other, or video event. If you set an Other event to On load, the event executes when the UI element is loaded. For these events, the only actions that you can select are Subscribe or Callback.
  6. To select the action to associate with the event, click Add action.
  7. To define another action set for the selected element, click Add action set. You can define multiple events and actions set for a control. The system executes the actions in the order in which they are listed
  8. To edit an action set, double-click the row.
  9. To delete an action set, select it, and click the delete icon (X).

Available actions

Click Add another action to display an action menu. By default, the menu displays the most common actions. Click All actions to see the full list of actions organized into the following categories:

Display category

Apply conditions
Evaluates conditions on the client, based on a Keyboard event. All conditions with Run On Client enabled, such as Visible When and Refresh When, are evaluated.
Close
Provides an explicit close action for an overlay. To configure an overlay, specify the Launch > Local Action Target as an Overlay. The overlay closes automatically when the user clicks outside of the overlay.
Menu
Displays the contents of a navigation rule as a menu. The top-level menu appears in a column below the control. Second and lower levels expand to the right.
  • Content — Select the Name key part of a navigation rule.
  • Align Menu — Specify Left or Right to indicate how you want to horizontally align the top-level menu border with respect to control's image or label. For example, assume that you create a link control labeled Link Menu. If you select Right alignment, the menu's right border aligns with the letter "u" when the user opens the menu.
  • Maximum Width — Select either of the following:
    • Auto — The menu width at each level expands to the width of the menu item with the greatest number of characters. By default, there is no limit.
    • Custom — The menu width at each level is determined by the number of text characters that you enter in the Ellipsis After field. For example, if you enter a value of 7, a menu item named Resolve Work truncates at Resolve and is followed by three dots.

When using this action, the menu contents are generated each time they're requested. This eliminates on-load processing and ensure that the items are always up-to-date. As a best practice, use the Menu action for complex menus (such as the Actions link in a flow action) and in repeating layouts. For more information, see Completing the Layout tab — Adding a menu bar.

Post value
Posts the property value to the clipboard and refreshes the cell's contents. Post value is triggered by Change or OnBlur of the field and prior to any other event (such as a click action) initiated from a control, or from the calculation of expressions. For example: a pxButton control refreshes another section using an activity that requires three updated properties before the control can update the target section. When the user clicks the button, the properties are posted to the clipboard and are synchronized with the activity. The properties are already on the clipboard, in most cases, when the button is clicked.
Print
Starts browser-based printing, which prints the current user form as displayed. This printout may not include desired fields and may use colors, fonts, and labels that are not desired in hard copy prints.
Refresh
Refreshes the target specified in the action parameters. By default, changes are submitted before refreshing.
  • Target — Specify the element that you want to refresh:
    • Section — Refreshes the section.
    • Other Section — Refreshes the section specified in the Section field.
    • Harness — Refreshes the harness.
  • Disable submit on refresh — Select this option if you do not want to submit edited data to the clipboard. For example, you may want to use this option to reset either a form (harness) or a section in a form by populating it with data from the clipboard – without submitting data that the user entered.
  • Class — Specify the class of the section that you want to refresh. This option is displayed when Other Section is selected.
  • Section — Specify the Name of the section to refresh. This option is displayed when Other Section is selected.
  • Data Transform — Optional. Enter the Name key part of a data transform that might affect the content of the refreshed section. The prompt is based on information on the Pages and Classes tab of the current section. Parameters listed on the Parameters tab of the Data Transform form are displayed beneath this field. Enter the values that you want pass to the data transform. For more information, see About Data Transforms.
  • Activity — Optional. Enter the Activity Name key part of an activity. Specify an activity that might affect the content of the refreshed section. The prompt is based on the Pages and Classes tab of the current section. This activity is processed after a data transform. Parameters listed on the Parameters tab of the Activity rule form are displayed beneath the field. Enter the values that you want pass to the activity.
Refresh row
Select this option to refresh a row in a grid by configuring this action on an element outside of the grid.
  • Target — Enter a Page List or Page Group property reference:

    .propertyName

    Additional fields are displayed, enabling you to refresh the Active Row, First Row, or Last Row, or to specify an index position within a table, tree, or tree table. To refresh a specific row index, select Other in the Target field, and then specify the Row index to refresh.

    .PageList.propertyName.PageList (15)

Set focus
Sets the focus to an editable control that is bound to a property or to a specific row in a table, tree, or tree table.
  • Target — Enter a property reference:

    .propertyName

    If you specify a Page List or Page Group property, additional fields are displayed, enabling you to set focus on the First Row or Last Row, or to a specific index position within a table, tree, or tree table.

    To set focus to an index position, select Other in the Set focus field and then use a constant or property reference:

    .PageList.propertyName.PageList (15)

    Examples:
    • If a section or layout becomes visible on click of a button, set focus to an editable control in the now visible section.
    • Set focus to the first row in a list of search results.

    Optionally, set Conditions. For more information, see the description for Conditions, below.

    Not all browsers visually indicate that a control has focus, for example, a check box or radio button. If you want to set focus from within a row in a repeating grid to an editable control outside of the grid, provide the full path to the property, beginning with the parent page, and represent it on the Pages & Classes tab of the layout containing the repeating grid.

Set value
Sets a target property to the source value. You can configure multiple properties and values. The source property can be editable or read-only.
  • Property — Enter a property reference target.

    For Value List, Value Group, Page List, and Page Group properties, enter a literal, property reference or symbolic index value (subscripts):

    .myList(15)

    .myGroup("Massachusetts")

  • Value — Enter a property reference or a literal constant (source).

    Click the Add a row icon to add more properties and values.

    Examples:
    • Use multiple properties to populate a form quickly.
    • Set the value of a hidden property (in a cell using the pxHidden control), which triggers an event such as making a layout visible.

    To set a value from within a row in a repeating grid to an editable control outside of the grid, provide the full path to the property, beginning with the parent page, and represent it on the Pages & Classes tab of the layout containing the repeating grid.

Show smart info
This option is displayed when the UI Element is Icon or Link, and the Event is Hover. When you select this option, a SmartInfo pop-up is displayed. The contents of the pop-up are determined by a section that you specify, and are presented in read-only mode.
  • Section — Select the section that you want to include in the pop-up.
  • Title — Optional. Enter a phrase that displays in the header area.
Show smart tip
This option is displayed for a UI Element when the Event is Click or Hover. When you select this option, a smart tip is displayed in an overlay. At run time, the smart tip is visible until the application user hovers or clicks away from the element. To display a smart tip with a header, select Display header.

Specify the Header Source, if applicable, and the Tip Source (the body of the smart tip) as one of the following: Message, Property, Field value, or Plain text.

  • Message — If you select Message as the header source or tip source, press the Down Arrow key in this field to select a blank or tip category message. You can enter literal strings or property references in the Value field if the specified message supports parameters.
  • Property — If you select Property as the header source or tip source, press the Down Arrow key in this field to select the property value that you want to display.
  • Field value — If you select Field value as the header source or tip source, press the Down Arrow key in this field to select the field value that you want to display.
  • Plain text — If you select Property as the header source or tip source, use this field to enter the text that you want to display.

Format — Select the format for the smart tip. You can style smart tips and create additional smart tip formats in the skin rule.

Spell check
Use this option to invoke the spellchecker. This tool determines which dictionaries to apply, how to operate the spellchecking algorithm, and other details.

Process Work category

Add new work
Adds a new work item using the primary page data. Saves the new work item on the deferred list.
Cancel
Closes the current form without applying any changes.
Contents
For a cover work item, changes the form to allow users to view and navigate among the member work items. You can override a standard list view rule to control details of this display.
Enable action section
Presents the user form in review-only mode; inputs area allowed in the action section only.
Explore
For a folder work item, changes the form to allow users to view and navigate among the associated work items.
Finish assignment
Submits changes and marks this assignment as complete.
Perform action
Submits the flow action and completes the assignment if either of the following is true:
  • The specified flow action and the current flow action have the same interface (reference the same named section).
  • The flow action does not use HTML to render the interface (an autogenerated action with No HTML selected on form's HTML tab). Otherwise, clicking the control renders the flow action form only.

For Flow Action, select the Name key part of a flow action.

Review
Presents the user form or flow action form in review-only mode; no updates are allowed.
Save
Saves the work item with Submit
Show flow location
Known as the Where-Am-I? icon, which marks the location of the current assignment with an arrow. Requires the Work-.Perform privilege.
Show reopen screen
Shows the form in review mode but allows users to reopen a resolved work item, if they hold the Work-.Reopen privilege. Runs the standard activity Work-.Reopen or an activity of that name in your application.
Update
Redraws the form in update mode, for users who hold the Work-.Update privilege. This allows changes to previously input values that appear in sections other than the Take Action section that is presented by the flow action. This capability is not desirable in all applications, as it allows users to overwrite values that were entered previously, perhaps by other users.

The Apply button on the update form sends changed user inputs to the server, but does not commit these changes. Users must select and complete a flow action to cause these changes to save. See Understanding transactions in flow executions.

View attachments
Presents a list of work item attachments, so that users can view or add attachments. The button is visible only for users who hold the Work-.AccessAuditTrail privilege.
View history
Displays the work item history, for users who hold the Work-.AccessAuditTrail privilege.

Launch category

Flow in modal dialog
Allows a user to start a flow in a user form and run the process in a modal dialog. The user cannot continue work in the main user form until the modal dialog closes. You can place this control in all standard harnesses inheriting from Work-, Data- or Embed-. The modal flow must be available from the class of the section containing the control.

When the user starts a modal flow, it runs on its own thread on the primary page of the harness containing the control.

When the user submits the modal flow's final assignment, the flow's page merges into the parent flow primary page. The following then occurs:
  • The modal thread is deleted.
  • The modal dialog automatically closes.
  • The system refreshes the section on the user form containing the control. You can update other areas on the user form by appending actions such as Refresh Section (other), or Set Value to this control. These actions are triggered after the modal closes (cancelled or submitted).
Specify the following:
  • Using Page — Optional. If you want to run the flow in the context of an included section that uses either an embedded page such as .pyWorkParty(Originator), or another top-level page, enter a Page or Page List name that is defined on the section's Page & Classes tab. When this control is used in a grid, and this field does not contain a value, then the primary page becomes the row page.
  • Flow Name — Enter the Flow Name key part of a flow rule.
  • Parameters — Optional. Displays parameters listed on the Parameters tab of the Flow rule form. Specify the values to pass to the flow.

Use auto-generated controls within modal dialogs. This ensures accurate server processing if a modal dialog is launched from a list or grid of work items configured with actions. An action on a work item in a list is created in a temporary work processing thread. Auto-generated controls default to this temporary thread. However, non-auto-generated controls may default to use the thread of the base document for AJAX interactions, instead of the temporary thread. Using auto-generated controls ensures accurate server processing.

More on modal flows:
  • The modal displays only the action sections of the flow actions. Harnesses are not displayed. The Harness Name settings on the Assignment shape properties panels are ignored. You do not need to create modal-specific harnesses.
  • If an assignment has multiple flow actions, only the default flow action (the one with the highest likelihood) appears in the modal dialog.
  • A modal flow does not create its own pzInsKey or pyID. The Creates a new work object? setting on the Flow rule form's Process tab is ignored.
  • If the parent primary page has a pyID, the system applies the modal Flow rule form's Temporary object? check box setting as follows:
    • Selected (create temporary object) — The modal flow does not save and commit the work item between modal screens. Assignments are not created. The modal flow page is merged with the parent primary page only when the final modal assignment is submitted. This configuration is useful for screen flows, and prevents hanging assignments if the user cancels the modal.
    • Not selected — The modal flow saves and commits the work item at each assignment, and can create assignments. This configuration is useful when the flow in the modal is routed to another operator who needs to perform the assignment.
  • If the parent flow is a temporary work item (no pyID ), the modal flow always runs as a temporary work item, regardless of the Temporary object? check box setting.
  • You can define styles and create custom formats for modal dialogs in the skin. Styles that you set in the modal dialog format in the skin are applied to the modal dialog templates, pyModalTemplate or pyGridModalTemplate. For more information, see Skin form — Components tab — General — Modal dialogs.

    To customize the modal's buttons, copy the appropriate template, standard section Work-.pyModalFlowTemplate to your application (do not change the Purpose key part). Modal flow actions use the buttons in this template. These are styled using the settings in the Standard Button format in the skin.

  • The implementation and CSS classes for modal dialog formats differ, depending upon whether the application is rendered in HTML5 document type - standards mode or in quirks mode. For example, in HTML5 document type–standards mode, modal dialogs honor the design time width of the layout, while, in quirks mode, modal dialogs shrink to the minimum width and height possible. Drag and drop is not supported in modal dialogs rendered in standards mode. If your application contains modal dialogs and is rendered in both standards and quirks modes, generate test cases for each.
    CAUTION:
    If this control is located in a repeating layout row, then settings for sorting, filtering, and expand-pane display will be lost when the section refreshes.
Harness
Replaces an open harness or displays a new one.
  • Target — Define where the system will render the specified harness.
    • Replace Current — Replaces the current tab or dynamic container contents with the new harness.
    • Pop-Up Window — Displays the harness in a new browser window.
    • New Document — Opens the harness and replaces the current dynamic container contents.

    If the harness is launched outside a dynamic container, it always opens in a pop-up window.

  • Harness — Select the harness that is displayed.
  • Tab Name — Optional. Select a property or enter a text string that identifies a tab. If this value matches the name of an open tab, the new harness replaces the tab. Otherwise, the new harness is displayed in a new tab. Used when the Target option is set to New Document or Replace Current.
  • Class — Select the class to which the harness belongs.
  • Read Only — Select if you want the harness contents to display in read-only mode. If set to No, you must enter a window name. Used when the Target option is set to Pop-Up Window.
  • Submit Current — Select to save the harness data before the system replaces the harness. Used when the Target option is set to Replace Current.
  • Window Name — Optional. Enter a name that the system uses to identify a browser window. If a window of that name is open, the new harness replaces the contents of that window. Otherwise, the harness appears in a new window. Used when the Target option is set to Pop-Up Window.
  • Window Width — Optional. Enter a positive integer to set the window width in pixels. If you leave this and the Window Height field blank, the system replicates the dimensions of the current window. Used when the Target option is set to Pop-Up Window.
  • Window Height — Optional. Enter a positive integer to set the window height in pixels. Used when the Target option is set to Pop-Up Window.
  • Key — Optional. Enter the key value ( pzInsKey ) of a data instance that you want to open automatically as the new primary page when the harness is displayed. The system uses this value to identify the record. This action executes before a pre-activity (if defined). Used when the Target option is set to New Document.
  • Data Transform — Optional. Enter a Name key part of a data transform that might affect the content of the harness. Parameters listed on the Parameters tab of the Data Transform form are displayed beneath this field. Enter the values that you want pass to the data transform. For more information, see About Data Transforms.
  • Activity — Optional. Enter the key part Activity Name to cause the system to execute it before rendering the harness. This activity is processed after a data transform. Click the Open icon to open the rule. Parameters listed on the Parameters tab of the Activity rule form are displayed beneath the field. Enter the values that you want pass to the activity.
  • Always display harness from the server - Optional. This option is only applicable to offline-enabled applications. When selected, it allows the offline-enabled application to explicitly display a harness from a server instead of the one from the client store.
Landing page
  • Action — Select one of two settings:
    • Display — Opens a landing page for display.
    • CreateNewWork — Creates a new work item based on a landing page.
  • Name — Enter a unique name for the landing page. Attempting to open a landing page while a landing page with the same Name value is open results in the new landing page overriding the tab in which the already open landing page was displayed.
  • Class — Enter one of the following, based on the action:
    • If Action is set to Display, enter the class on which the harness for the landing page is based.
    • If Action is set to CreateNewWork, enter the class on which the flow run is based to create the work item is based
  • Harness Name — If Action is set to Display, select the harness that the landing page is built on.
  • Data Transform — If Action is set to Display, select the data transform used to generate the landing page.
  • Page — If Action is set to Display, specify an existing page.
  • Read Only — If Action is set to CreateNewWork, specify the name of the flow used to create new work.
  • Level A, Level B, Level C — Enter a value to work with a when condition on the harness to open the selected item in a specified tab on the landing page.

You can also specify additional parameters and corresponding values to pass to the harness or flow.

List view
Opens a list view. Specify the class of a list view, the Purpose key part. Select Refresh, Redisplay, or Sort. Select the Header check box to display the list view header.
Local action
Loads the local or local & connector flow action and presents it as a modal dialog, overlay, or in an action section. In the Local action field, select the local action. In the Target field, select to present the local action as one of the following:
  • Modal dialog — Requires the user to complete or dismiss the dialog before continuing work.
  • Overlay — Launches the local action in a panel overlaying the current window. The user can dismiss it by clicking outside the overlay area or through an explicit Display>Close action, configured in the local action. Use an overlay to display information such as simple forms or flows. You can use this in conjunction with actions on other controls; for example, a Text Input box, to create an advanced picker as shown in the UI Gallery. Some of the more advanced flow action features are not supported for overlays. For example, a flow action can launch a Dynamic Container-based harness. Launching this flow action in an overlay is not supported.
  • Replace current — Appears in the current action section ( .pyActionArea ).

Although simliar to local actions, you use Perform actions to advance the flow in those flow actions that do not have a user interface.

If you are using local actions in offline-enabled applications, see also Supported actions when working offline.

CAUTION:
If this control is located in a repeating grid row (from a button or icon, for example), then you should click the All actions link and select List > Open local action. Local action does not operate normally in the repeating grid environment.
Open URL in window

Using an activity that returns an HTML stream, opens a URL in a browser window.

Action
  • Use Alternate Domain — Select to specify an alternate domain for the URL to open. Select a URL in the Alternate Domain URL field. Optionally, use the Querystring area to specify the names and values of query strings for the alternate domain URL.
  • User Primary Page — Optional. Select to invoke an activity based on the contents of the primary page when this node is selected.
  • Data Transform — Optional. Enter a Name key part of a data transform. Parameters listed on the Parameters tab of the Data Transform form are displayed beneath this field. Enter the values that you want pass to the data transform. For more information, see About Data Transforms.
  • Activity — Select an activity to return an HTML stream that displays in the opened window. This activity is processed after a data transform. Click the Open icon to open the rule. Parameters listed on the Parameters tab of the Activity rule form are displayed beneath the field. Enter the values that you want pass to the activity.
Window Properties
  • Window Name — Specify a text string to define the name of the opened window.
  • Replace History — Select to erase the history of the opened browser window.
  • Height — Enter a numerical value to represent the height in pixels of the opened window
  • Width — Enter a numerical value to represent the width in pixels of the opened window
  • Top — Enter a numerical value to represent the offset in pixels from the top of the screen
  • Left — Enter a numerical value to represent the offset in pixels from the left of the screen.
  • Resizable — Select to enable the opened window to be resized.
  • Scrollbars — Select to enable scrollbars in the opened window.
  • Location Bar — Select to enable the location bar in the opened window.
  • Menu Bar — Select to enable the browser's menu bar in the opened window.
  • Status Bar — Select to enable the browser's status bar in the opened window.
  • Tool Bar — Select to enable the browser's tool bar in the opened window.
Report definition

Executes the retrieval and sorting operations, but not the formatting and display processing, of a report definition.

Report actions
  • Run Report — Run the report specified in the Report name field.
  • Run shortcut: — Opens a report shortcut to retrieve the specified report.
  • New report: — Create a new report
Target — Define where the system will render the specified report.
  • Pop-up window — Displays the report in a new browser window.
  • Replace current — Replaces the current tab contents with the new report definition.
  • New document — Opens the report definition in a new tab that uses a separate thread and does not overwrite contents of a previously run report.
Wizard

Launch a wizard based on key part Label and the class of the wizard (class name begins with PegaAccel- ). Optionally, specify parameters such as operator ID, status, and so on.

Get Work category

Create work
Creates a new covered or non-covered work item. Called with a primary page that inherits from the Work- base class. Commits the new work item if there is no flow execution to start; if it starts a flow execution, the commit operation typically occurs when that flow execution creates an assignment.
Get next work
Returns the next assignment for the operator to work on. This assignment can either come from the operator's worklist or from one of the work queues they have access to.
Open assignment
Open an assignment based upon its key value pxAssignmentKey. Enter the key of the assignment that you want to open.
Open work by handle
Opens work based upon the internal key that uniquely identifies the instance. Specify the handle of a work item, beginning with the class name.
Open work item
Opens work based upon the work item ID. Specify the full ID of the work item.
Re-open work item

Reopens a resolved work item, for users who hold the Work-.Reopen privilege. Runs the standard activity Work-.Reopen or an activity of that name in your application.

List category

Use these actions for repeating layouts, only.

Add child
Adds a child item beneath the selected row or branch or in a repeating grid or tree.
Add item
Adds a row to a layout, above or below the current row.
Delete item
Deletes a row in a layout.
Edit item
Enables editing of the selected item in the layout. Not available if the repeating layout Edit Mode is set to Read Only.
Open local action
Displays the flow action that you specify.
  • Flow Action — Select the flow action that will be invoked.
  • After Action — Select Refresh Current Item (recommended) to refresh only the current row after the flow action has ended. In most cases, leave this selection (default). Select Refresh All Items to refresh the entire layout.

Use auto-generated controls if you plan to configure actions on a list of work items. An action on a work item in a list is created in a temporary work processing thread. Auto-generated controls default to this temporary thread. However, non-auto-generated controls may default to use the thread of the base document for AJAX interactions, instead of the temporary thread. Using auto-generated controls ensures accurate server processing.

Open selected item
Opens the item selected in the layout.
Refresh current row

Refreshes the content of the active row in the active grid.

Disable submit on refresh — Select if you do not want to submit edited data to the clipboard. For example, you may want to use this option to reset the row by populating it with data from the clipboard, without submitting data that the user entered.

Refresh list
Refreshes the content of the repeating grid or tree based on data in the clipboard. Maintains the current page, filter, or sort.

Set focus

Sets the cursor focus to the Current Item, Next Item, or Previous Item in the repeating layout.

Current Item is the default action for Click events.

You can use Set focus with Keyboard events to enable users to navigate within a repeating grid using the Up and Down arrow keys. For example, configure the Keyboard Event Up to Set Focus to the Previous Item in the grid and the Keyboard Event Down to Set Focus to the Next Item in the grid. Use the Keyboard Event Enter to take an action, such as edit the selected item ( Handle List Items > Edit Item.)

If you want to set focus from within a row in a repeating grid to another grid or to an editable control outside of the current grid, select Set Focus in the Display category and provide the full path to the property, beginning with the parent page, and represent it on the Pages & Classes tab of the layout containing the repeating grid.

Other category

Invoke action
Select to specify a clipboard page that contains the action that you want to perform when the specified events occurs. When the event occurs, the clipboard page is passed into the action and the action is performed.This is supported for the following actions:
  • Open rule by handle
  • Open work by handle
  • Get next work
  • Show harness
  • Open landing page
  • Create new work
  • Open rule by keys
  • Open rule by class name
  • Open rule specific
Log off
Log out of the system.
Manage guided tour
Configures a control to start, continue, or dismiss a guided tour.
  • Action to take – Select whether the action starts the tour or dismisses the tour.
  • Always continue where left off – Select this check box to continue the tour where the user exited, if the user exited the tour at an intermediate stop.
  • Tour applies to – Specify the class in which the tour is defined.
  • Tour name – Specify the name of the tour to run.
  • Override default tour stop container template – Select this check box to override the default template. Specify the template that you want to use in the Template name field.
Open rule
Opens a rule that takes the pzInsKey value as its parameter.
  • Handle — A pzInsKey key value in the rule you want to open.
  • Resolve By — To determine how the system locates the rule, enter one of the following:
    • Name – A Property Name key value.
    • Handle — Value entered in the Handle field.
    • Handle By Condition — A when condition that qualifies the value entered in the Handle field.
Open rule by keys
Opens a rule by its class and the class key values. Specify the class that has keys defined. Select values for the Keys specified on the Class rule form General tab.
Open rule by name
Opens a rule based upon the rule type (concrete class derived from the Rule- base class) and a Property Name key part.
Run activity
Runs the activity you specify in the Activity field. Enter the Activity key part.Parameters listed on the Activity rule form's Parameters tab appear beneath the field. Enter the values you want pass to the activity.
Run data transform
Runs the data transform that you specify.
  • Page — Select Auto to keep the primary page context. Select Other to use another page context.
  • Name — Appears if you select Other on the Page field. Enter the page name.
  • Data Transform — Enter the Name key part. Parameters listed on the Data Transform form's Parameters tab appear beneath the field. Enter the values you want pass to the data transform.
Run script
Calls a custom JavaScript function or a Pega Platform API.
  • Function Name — Select the property or literal reference that contains the function you wish to run. (In the Control form, only @ baseclass properties appear).

    Enter the JavaScript file using this function on the Harness rule form's Scripts and Styles tab. The Run Script action instructs the browser to find a JavaScript function with that name and then pass those parameters. If the same function is used in multiple files in the list, the last file is used (the last function overwrites the others with that name). The browser uses the defined function when it executes the JavaScript file.

    Do not use ( ) in the function or parameter names.

    You can specify a property that stores the name of the function.

    To use javascript object references, prepend script : or javascript: to name of the javascript function.

    For example script:window.alert

    Use “ ” to specify literal values.

    You can also use script:MyObject.MyField to access objects in function parameters.

  • Parameter area — Optional. Enter parameter names and values (constants or properties). Order is important; if necessary, reorder the list by selecting a row and moving it.
Toggle Mobile / Full Site
Switch between the standard view of the site and the view optimized for mobile devices.

Conditions

Use this area to select one or more conditions that determine whether (or how) the system takes action when the user performs the control event.

When

Optional. If this area is blank, the system always performs the action. To define a condition, click the Add a row icon . Select one of the when conditions in the drop-down list. Enter input parameters if required. When you click OK to close the dialog a condition icon appears in the condition column indicating that the behavior has an associated condition.

Enter another row if you want to use multiple conditions. Select either an "AND" or an "OR" operator for the second condition. You can add conditions using the operators of the same type. That is, if the first operator is "AND", all the following operators are "AND."

The conditions that appear in the drop-down list depend upon whether UI element is editable or read-only. Select one of the following when conditions:
  • Active — The field has focus.
  • Associated Property — Property value specified in the control's Cell Property panel ( Value of associated property option) is equal, greater, or less than another property value.
  • Empty — The control does not contain a property value.
  • Inactive — The field does not have focus.
  • Not Required — An input field that is not required.
  • Other Property — Property value given for the Value of a different property option on this tab is equal, greater, or less than another property value.
  • Populated — The control contains a property value.
  • Required — An input field that must have a non-blank value. The Required condition checks whether the field is required, but does not consider the value of the input field. Most forms label a required field with an orange asterisk.
  • When Rule — A when condition that you configure.
Note: If the UI Element is Check box, you cannot apply conditions.

Defining behaviors in the Parameters dialog box

When customizing a control in the Parameters dialog box, you can add but cannot delete or modify behaviors defined in the underlying rule. The rule's behavior appear in a top grid. A bottom grid enables you to add conditions, which you can delete or modify.

Adding actions to custom controls

Custom non-autogenerated controls support the same actions and event types that are available in standard autogenerated controls, which means you can add multiple action sets for different types of events on a custom control. You can use the legacy or standard action type on custom controls and you can add multiple action sets for different types of events on a custom control.

  • If an existing non-autogenerated control has actions configured, the legacy action type is selected by default.
  • For new custom controls or existing custom controls with no actions only the standard action configuration is shown in the Actions tab.

To generate the required actions markup for non-autogenerated controls include this JSP in the non-autogenerated control HTML:

<pega:include type="fragment" name="pzActionSetAttributes"/>