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Rule resolution process and Rule availability

Rule resolution process and rule availability

Rules that are subject to the rule resolution process have an Availability setting. The current Availability of a rule is visible on the rule form next to the rule name or description.

availability setting

The Availability setting is used to determine if a rule is available for use during rule resolution. The availability of a rule is also used to determine if you can view, copy, or edit a rule in Dev Studio.

You can set the availability of a rule to one of five values.

Availability = Available

An availability of Available indicates the rule may be used during the rule resolution process.

Tip: When you create a rule, the default availability of the rule is set to Available.

You can view, copy, edit, and execute rules in Dev Studio when the availability is set to Available.

Availability = Final

An availability of Final indicates the rule may be used during the rule resolution process.

Rules marked as Final can be viewed and executed in Dev Studio, but cannot be edited or copied into another ruleset.

Note: The Final setting is used by Pega to indicate Pega-provided rules that may be changed in subsequent releases.

Availability = Not Available

An availability of Not Available indicates the rule may not be used during the rule resolution process. When a rule set to Not Available is found in the rule cache created during the rule resolution process, the rule in the next-highest version is considered for rule resolution. The following table represents an ordered rule cache. The availability of the rule named CreateRequest in the Purchasing:02-01-10 ruleset is set to Not Available. The rule in the next-highest version — Purchasing:02-01-05 — is considered for rule resolution.

Apply to: class Rule type Rule name Availability Ruleset Version
TGB-Purchasing-Work-PurchaseRequest Rule-HTML-Section CreateRequest Not Available Purchasing 02-01-10
TGB-Purchasing-Work-PurchaseRequest Rule-HTML-Section CreateRequest Available Purchasing 02-01-05
TGB-Purchasing-Work-PurchaseRequest Rule-HTML-Section CreateRequest Available Purchasing 02-01-01

Rules marked as Not Available can be viewed, copied, or edited in Dev Studio, but do not execute.

Tip: Set the availability of a rule to Not Available during initial development. This allows you to save a rule without validation.

Availability = Blocked

An availability of Blocked indicates the rule may be used during the rule resolution process. Rules marked as Blocked can be viewed, copied, or edited in Dev Studio, but do not execute. If a blocked rule is selected during rule resolution, execution is halted, and an error message is added to the log file.

In the table below, the availability of the highest version of the rule named CreateRequest in the Purchasing:02-01-10 ruleset is set to Blocked. This version of the rule is available during rule resolution but does not execute. There are no higher versions of the rule available, so in the case of the example section rule, the section does not display.

Apply to: class Rule type Rule name Availability Ruleset Version
TGB-Purchasing-Work-PurchaseRequest Rule-HTML-Section CreateRequest Blocked Purchasing 02-01-10
TGB-Purchasing-Work-PurchaseRequest Rule-HTML-Section CreateRequest Available Purchasing 02-01-05
TGB-Purchasing-Work-PurchaseRequest Rule-HTML-Section CreateRequest Available Purchasing 02-01-01

Block a rule when access to the rule must not be used and you need more time to develop and release an updated rule.

Availability = Withdrawn

An availability of Withdrawn indicates all rules that are in the current version ruleset and previous version ruleset and have the same purpose (or rule type) and Apply to: class are hidden and no longer considered after Availability is checked during the rule resolution process.

When a rule marked as Withdrawn is found during rule resolution, the system looks for an instance of the rule in the parent class or next highest ruleset in the application ruleset stack.

In the following table, the availability of the rule named CreateRequest in the Purchasing:02-01-10 ruleset is set to Withdrawn. All rules that are in the same ruleset with an equal or lower version number and have the same purpose and Apply to: class are not considered during rule resolution. The rule named CreateRequest in the Purchasing:02-01-15 is considered during rule resolution because the ruleset version is higher than the ruleset version of the withdrawn rule. If the rule in Purchasing:02-01-15 did not exist, a rule in the parent class, TGB-Purchasing-Work, would be chosen.

Apply to: class Rule type Rule name Availability Ruleset Version
TGB-Purchasing-Work-PurchaseRequest Rule-HTML-Section CreateRequest Available Purchasing 02-01-15
TGB-Purchasing-Work-PurchaseRequest Rule-HTML-Section CreateRequest Withdrawn Purchasing 02-01-10
TGB-Purchasing-Work-PurchaseRequest Rule-HTML-Section CreateRequest Available Purchasing 02-01-05
TGB-Purchasing-Work-PurchaseRequest Rule-HTML-Section CreateRequest Available Purchasing 02-01-01
TGB-Purchasing-Work Rule-HTML-Section CreateRequest Available Purchasing 02-01-05
TGB-Purchasing-Work Rule-HTML-Section CreateRequest Available Purchasing 02-01-05
TGB-Purchasing-Work Rule-HTML-Section CreateRequest Available Purchasing 02-01-05
TGB-Purchasing-Work Rule-HTML-Section CreateRequest Available Purchasing 02-01-01
TGB Rule-HTML-Section CreateRequest Available TGB 03-01-01

Rules marked as Withdrawn can be viewed, copied, or edited in Dev Studio, but do not execute.

Note: For more information about marking rules as Withdrawn, refer to the Pega Community article Availability Withdrawn.

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