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How to create Summary View

Use the Summary View rule form to define a simple custom or personal query. This rule generates HTML

that provides an attractive, custom interactive display or chart.

Create a summary view rule by selecting Summary View from the Reports category.

To create a summary view Select->Reports->summary viewA summary view rule has three key parts:

Field Description

Applies

ToSelect a class that this summary view rule applies to:

A concrete class to report only on instances of that class, stored as rows in a databasetable.

An abstract class that is parent of concrete classes, to define a rule that at runtime canreport on instances of a single class derived from the abstract class. The activity

referenced in the Content tab must accept, as an input parameter, a concrete class

equal to or derived from the class you enter here.


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A concrete class that corresponds to a view of the PegaRULES database, to report onthe rows of that view.

View

PurposeEnter a purpose to identify this summary view rule; the purpose must be a valid Java identifier.

Owner By convention, enter the keyword ALL as the initial owner of this summary view rule. Using

the Customize button, authorized users can later create personal copies from the ALL rule.

Complete this tab to define which objects are selected for the display and how they are sorted and

aggregated.

Category

Update the Category field if you need to fetch the data on any specific conditions. It indirectly meansSelecting of data using SQL Query
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Field Description

Category Optional. To assign a category to this report, select from the SmartPrompt list. This list

shows field value rules with Rule-Obj-Report- as the first key part and pyCategory as the

second key part. You can create field value rules in your application to define additional

categories.

Select one of seven standard categories to cause this report to be listed in a corresponding

group on the Monitor Activity workspace, (and so visible and available to all users who

can access this workspace). For example, choose WorkAnalysis to list this report in the

Analyze Quality area. See A developer's view of the Monitor Activity workspace.

Fixed Header? Select to prevent the header from scrolling if a user scrolls the drill down listing.

Move Group

By Caption to

Header?

Select to present the Caption value from the current Group By element in the display

header.

Criteria
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If you leave the Criteria array empty, the summary view report selects all instances of the class, up to the

limit in the Maximum Value field.

In the Field field, you can specify only properties that correspond to exposed columns in the PegaRULESdatabase. By default, custom properties in your application are not exposed; they are stored in a Storage

Stream (BLOB) column. However, in many cases you can expose a Single Value property as a database

column, after which it can be entered in the Field field. See How to expose a property as a column.

Field Description

Criteria Each row of this array identifies a selection criterion. The order of rows in this array is

not significant. Process Commander converts information in this array to an SQL

WHERE clause.

You can specify only Single Value properties in the Field field. Each property you

identify for selection criteria must be exposed as a column in the database table.

Label Optional. Enter a letter or letters that uniquely identifies this row, to reference this row

in the Logic field.

For example, enter A for the first row, B for the second row, and so on. The Logic value

must mention each label.

Field Enter a property reference for a comparison. For exposed properties defined in the class

identified by the Applies To key part of this summary view rule, start the property

reference with a period. You can also identify fully qualified values on other clipboard

pages that are always present on the clipboard, such as the requestor page or process

page.

If the Type of this property is TextEncrypted, special instructions apply to the

Condition, Value, and Edit Input fields. See Property rulesImplementing and using

the TextEncrypted Type.

If you enter .pxObjClass here and the Applies To key part of this list view rule is aframework class, at runtime the report execution can use the corresponding

implementation class, not the framework class, for comparisons and report content.

This feature eliminates the need to copy each framework class-based list view report

into the implementation class. To enable this capability, select the Report on

Descendant Class Instances checkbox on this tab.

Caption Optional. Enter text to name this row of the array. If you do not specify a caption, the

Field name will be used.

Condition Select a comparison condition, such as Is Equal or Starts With.

Process Commander converts the Starts With, Ends With, and Contains comparison

conditions to the standard SQL "LIKE" clause. Vendor-specific non-standard

optimizations such as the Oracle CONTAINS feature are not used. If your application

contains a summary view report that requires such comparisons for tables with very

many rows, you can create a custom getContent activity that implements optimizedSQL for retrieval.

ValueEnter one of the following options as a comparison value:
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A literal constant, formatted in accordance with the property type. SeeConstants in expressions. To compare the Field value with multiple literal

constants, surround each with double quote characters and separate each with a

comma. Place a backslash character \ before any double quote character that

appears within the constant. As described below, you can click the magnifying

glass icon in some situations to review current clipboard values for the

property identified in the Field field.

A fully qualified property reference to a Single Value property that is presenton the clipboard at runtime. The Type of this property must match the Type of

the property in the Field field.

A fully qualified property reference to a Value List or Value Group propertypresent on the clipboard at runtime. The Type of this property must match the

Type of the property in the Field field. To compare the Field value with

multiple Value List or Value Group properties, separate each property namewith a comma.

The keyword param followed by a period, followed by a parameter that isdefined on the parameter page of the calling activity.

A period followed by the name of a Single Value property that is exposed as acolumn. This allows comparison of the values of two properties in the same

instance (database row), if the types are identical or comparable.

A symbolic date, for a Date or DateTime value. When the list value ruleexecutes, this symbolic reference is converted to an actual date or date range

based on the time zone of the user and the Condition value. For example, if the

user selects Last Year and the Condition value is IS EQUAL TO, the result is a

date range between January 1 and December 31 inclusive, of the previous

calendar year.

If the Condition field is set to IS NULL or IS NOT NULL, leave this field blank.

Default ValueEnter a comparison value to be used when you do not specify a value in the Value field.

Edit Input Optional. Identify an edit input rule to convert the value from the format supplied by the

expression in the Value field to another format.

Ignore Case Select to cause runtime tests or comparisons of the Field value and the Value value tooccur after the system converts both to uppercase. In this situation, "a" matches "A" and

is less than "B".

Use Null* This box is meaningful only when the value in the Value field is not a constant. By

default, if the value in the Value field is null at runtime, the criterion defined by this
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row is ignored; processing is the same as if this row is not present.

Logic Optional. Using the labels entered in the Criteria array, enter a logical expression that

defines how the system combines the criteria into an overall Boolean value at runtime.The expression can include parentheses and the operators AND and OR.

For example, if the table contains four rows labeled A, B, C, and D, you can enter:(A OR B OR C) AND D

in this field. This notation is the same as for the logic statement in when condition rules.

If you leave the Logic field blank, the system selects only instances for which all

criteria rows are true.

Convert criteria

values from

Locale values?

Select to cause the system to convert of certain input values for parameters from a

locale-specific format to the internal representation. When selected, the system attempts

to convert literal values or parameter value for numbers (Integer, Double, or Decimal),

DateTime, and Date, specified in the Criteria section or trend section from a locale-

specific format.

If not selected, enter parameter values and literal values for DateTime parameters in theform MM/DD/YY HH:MM AAA.

When selected, conversion from the locale-specific format occurs before the activity

specified in the Activity Name field runs. The system applies any edit input rules

specified in the Criteria array after the conversion but before the activity runs.

Prompt Settings

Click the Configure button to view or alter prompt settings. These determine the extent to which report

users at runtime can view or alter report criteria.

When one or more criteria allow All Access or Value Only, the user can review or enter criteria at

runtime. .

If a user adds a summary view report to the Monitor Activity workspace as a favorite, and the summary

view is an interactive chart that allows selection criteria to be changed, and the Display criteria with

results? option is selected, a Save Preferences button appears at runtime. The user can save criteria

values for later reuse. See WorkManager portalWorking in the Monitor Activity workspace.

(no label) Select whether to use the default prompt settings or define custom settings.

When you select Custom, the form changes. Identify on the Pages & Classes tab the

class and page name of a page that can hold prompt values. Create and reference a

section rule in that class to collect each prompt value. Use the standard control rule

Reporting_SymbolicDates if you want to allow the user to select a symbolic date for a

Date or DateTime property. You can also identify a section to hold report output and

criteria values.

LabelThis label corresponds to the label defined in the criteria row.

PropertyThis field is corresponds to the field specified in the criteria row.

Prompt ModeSelect a value to determine how a user of this report can modify the criterion in this
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row, when either prompted before report execution:

No AccessNo part of this row is visible. Read OnlyThe criterion row is visible but users cannot alter the criteria. All AccessThe criterion appears. Users can change the Field, Condition,

and Value fields.

Value OnlyThe criterion appears. Users can change the Value field.Prompt user

before executing

the report?

Select to cause the criteria to appear before the summary view report executes to users

who request this report.

When selected, at least one Criteria row must allow user input; the Prompt Mode for at

least one row must not be No Access or Read Only.

Display criteria

with the results?Select to cause the criteria (both prompts and values) to appear at runtime as part of the

report output.

As a best practice to avoid confusion or error, select this option if the report user is

allowed to change report selection criteria. If not selected, the output for a single report

may vary from user to user for no easily detected reasonbecause the users have

different saved criteria.

Display

Available

Values?

Select to display at runtime a list of up to 1,000 values for a property referenced in theField field. The system searches saved instances of the class until it finds 1,000 distinct

values.

User selections are recorded in the Value field for the current execution of the report.

This checkbox is meaningful only when you selected Prompt user? and one or more

rows of the criteria allow users to enter values.

Display Valid

Values?

Select to display at runtime a list of values based on the Table Type area of the General

tab of the property referenced in the Field field.


This checkbox is meaningful only when Prompt user? is selected and one or more rows

of the criteria allow users to enter values.

Display

Compatible

Columns?

Select to display at runtime a list of properties eligible for comparison. These are

properties in the Applies To class (or an ancestor class) that are exposed as columns and

match the Type of the property referenced in the Field field.


This checkbox is meaningful only when Prompt user? is selected and one or more rowsof the criteria allow users to enter property names.

Search Button

Label Enter a text string to display on the search button.

Group By

Define in this array one or more properties to become summary break levels. Order is significant.
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Field Description

Field Identify the properties to correspond to summary levels, with the major summary level in the

first row.

Caption Optional. Enter text to appear above the list display for this property. If you leave this blank,

the text (empty) appears as the caption.

If your application is to support users in multiple locales, choose a noun or noun phrase for the

caption of 64 characters or less and select the Localize? checkbox on the HTML tab. When

practical, choose a caption already included in a language pack, to simplify localization. Click

the pencil icon to review or create the field value rule supporting localization. The pencil icon

appears only after you select the Localize? checkbox on the HTML tab. See About the

Localization wizard and Rules Inspector toolLocalizing forms and reports with the Field

Value Inspector.

Function Optional. When the property in the Field field has a type of Text or DateTime, you can use a

function to transform the property value, to alter the grouping level or sort sequence.

For example, if a property of type Text has hundreds of possible values from AAAAAA to

ZZZZZ, you can truncate the value to the first character, to create a report with at most 26 top-

level groups. Similarly, values of a DateTime property are precise to the millisecond, but you

can group rows by day or month.

For the Text type, click the Details button to specify a string function that the system applies to

the field before grouping. You can select a function that converts the field value to uppercase

or lowercase, select a substring, or concatenate the value with another Text property value or

with a literal constant.

For DateTime type, click the Details button to specify a portion of the date to be used ingrouping. For example, you can specify the year only (in the format YYYY), a two-digit

month code (as YYYY-MM or only MM), or the day (as DD or YYYY-MM-DD).

The Details button changes to after you select a function.

Control Optional. Select a control rule to format the label for grouping. Many control rules accept

parameters. Click the magnifying glass icon to the right of the Control value to enter

parameters for the control rule.

Click the pencil button to open the control rule.

Export

ControlOptional. If this drill-down display can be exported to Excel, select a control rule to use for

the export. Ordinarily, select one of the following, as appropriate to the type of the value:

Export_Integer Export_Date

Export_Decimal Export_Time

Export_DateTime

These five control rules accept parameters. Click the magnifying glass icon to the right of the

Export Control value to enter parameters for the control rule.
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Fields

Field Description

Fields Identify the properties to summarize.

Function Select a function such as Count or Average from the selection list.:

CountCounts the number of rows for which this field is not blank. Count DistinctCounts the number of distinct values of this field. SumAdds all instances of this field. Can only be used with Integer, Decimal, and

Double property types.

AverageDisplays the average of this field. Can only be used with Integer,Decimal, and Double property types.

MinDisplays the minimum of this field. Can only be used with Integer, Decimal,and Double property types.

MaxDisplays the maximum of this field. Can only be used with Integer,Decimal, and Double property types.

Field Optional. Enter a property in the class corresponding to the Applies To key part of this rule.

If the function selected is Average or Sum, identify a property of type Number or Integer.

Leave blank to use a DateTime property with trend reporting.

TrendReporting

Optional. The system can count instances based on the value of a DateTime property. Todefine trend fields, leave the Field field blank. Click the details button and complete the

Trend Definition form. See Summary View formEntering trend details.

CaptionProvide a display caption for that property.

Sort Select No Sorting, Ascending, or Descending to control the sort order for this field.

Sorting follows the order of rows within this array. If this field is set to Ascending in the firstrow and also in the second row, values corresponding to the first row form the major sort and

values corresponding to the second row form a minor sort.

ControlOptional. To override the presentation of this property defined on the Property form,

identify here a control rule to use when presenting this property.

Many control rules accept parameters. Click the magnifying glass icon to the right of theControl value to enter parameters for the control rule.


ExportOptional. If this drill-down display can be exported to Excel, select a control rule to use for
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Control the export. Ordinarily, select one of the following, as appropriate to the type of the value:

Export_Integer Export_Decimal Export_DateTime Export_Time Export_Date

These five control rules accept parameters. Click the magnifying glass icon ( ) to the right

of the Export Control value to enter parameters for the control rule.

Thresholds

If this summary view rule is to present an interactive chart and you want the chart to include color-codedranges, define them here.

Field Description

Define

Thresholds

Select if you want to define one or colors to identify ranges on an interactive chart (as

backgrounds).

Configure... If you selected the Define Thresholds box, click to enter threshold values and colors for

each.

Complete these fields on the pop-up window to define colors for each range you want to appear on the

interactive chart (if any) and the rows of the report.

Field Description

Define

Thresholds onSelect the Group By property that thresholds are to label.

Background

Opacity

Select a value to determine the color intensity, from 10 to 100. High values may make

the black text more difficult to read.

Enter at least one row, choosing non-overlapping ranges. Order is not significant. If you

define two or more ranges, use distinct background colors for each.

Min Value Enter a number that defines the start of a range, exclusive of this value. For example,

enter 0 to restrict the range to positive values.

Max Value Enter a number, larger than the Min Value value, that defines the end of a range,

inclusive of this value. For example, enter 50 to restrict the range to values less than or


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equal to 50.

Caption Optional. Enter text to provide a short description of this threshold, such as "0 to 60" or

"Good".

Background

Color

Optional. Enter a six-character hexadecimal value to define the RGB background color

for the threshold, such as 0000FF for blue. Choose a background color that allows black

text to be legible.

Color Click to access the Windows color-picker control on your workstation. Select a

background color.

Border Color Optional. Enter a six-character hexadecimal value to define the RGB color for the

threshold borders.

Color Click to access the Windows color-picker control on your workstation. Select a bordercolor.

Click Apply to save the threshold settings and return to the Summary View form.

Report Source

Field Description

Report Source

Page NameEnter a clipboard page name to contain the report contents.

Activity Name Optional. Identify an activity that applies to the Embed-SummaryParams class to

support summary calculations. In most cases, accept the default activity named

getContent.

Maximum Value Optional. Enter a maximum number of instances to retrieve for the report contents in

each drill-down and at the summary level. As a best practice during testing, enter 500.If you leave this blank or enter a value above 9,999, the system enforces a limit of

9,999.

Display Count of

Records?Select to include a message at the top of the output display if not all rows that meet the

selection criteria are included in the report output. The message is:

Found more than the maximum number of records (nnn)

where nnn is the Maximum Value limit. If all records are displayed, a record count

appears.

Displaying nnnn records

Clear to disable this message. This option is enabled by default for new reports you


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create and disabled for reports created in versions prior to V5.5.

Read Only Select in most cases to mark the Code-Pega-List page returned by this summary view

at runtime as "read-only", meaning that later processing cannot alter the values ofproperties on the embedded pages. This has multiple benefits: .

The report display always matches data exactly as retrieved from the database;it cannot be altered through post-processing.

Internal processing reuses certain clipboard pages, reducing database accessand improving performance.

Use alternate

database?Select to indicate that summary view processing is to use the database identified in the

Reports Database field of the Data-Admin-DB-Table instance that supports the

Applies To class of this summary view. See How to use a reports database.

Chose this option only if the Reports Database field is not blank and identifies a

database table that is replicated from the production PegaRULES database. If the

report uses JOIN operations that draw from multiple database tables, all tables must bein the same reports database.

When this option is selected, at runtime the report uses data from the alternate

database. It sets property pyUseAlternateDb to true on the top-level output Code-

Pega-List page.

Report on

Descendant Class

Instances

Select to cause this report, at runtime, to use an implementation class derived from the

current rule's Applies To class as the source of report contents.

Select this to allow one summary view rule, saved in a framework class, to execute

against the work items in an implementation class. This capability reduces the number

of rules needed when building an implementation of a framework.

This checkbox is effective only if the Applies To class of this summary view rule isderived from the Work- base class.

To determine the Work- class actually used in report execution, use the Tracer tool, or,

from the list view display, right-click and select View Source from the browser menu;search for ViewClass.

Sub-Classes

This array appears only when the Applies To key part of the summary view corresponds to a class group.

Field Description(n) Optional. Identify a work type within the class group. The summary view output may include

properties from this class (work type) when they exist. For example, if the class group has threework types, you can report on properties defined in the first type even though these properties do

not exist for the other two types.

Security
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To successfully execute a summary view rule, a user must hold an access role that provides the ability to

execute rules in the Applies To class and to search instances of the Applies To class. Optionally, you can

restrict execution of this summary view rule to only those users who hold any one of a list of privileges.

Leave this array blank to impose no additional restrictions. Order in this array is not significant.

Field Description

Security

Class Optional. Select a class that the system can use to find the Applies To key part of a privilege

rule.

Privilege Optional. Select the Privilege Name key part of a privilege rule.

The system uses the Class and Privilege values with class inheritance to look for the privilege

rule.

WebEnabled?

Optional. Select to allow this summary view rule to be executed on a web node, as part of aPega composite application. If selected, users of a Pega composite application can display this

report, if the normal access roles, RuleSet list, and privileges requirements are met.

If not checked and a user at a web node attempts to execute this summary view rule, the rule

does not run and a security exception is added to the Alert log.

This tab is optional. You can allow the summary view report user to drill down from summary statistics to

the supporting detail by clicking a plus sign icon. When a user clicks a plus sign to perform the drill-down

operation, Process Commander uses information in this tab to query the database, sort the results, and

present the details.

Define on this tab the fields in each detail or drill-down row.

Drilldown OptionsColumns appear in the order listed. Sorting occurs in the order listed.

Field Description

Drilldown To Select a view type to display when the user drills down on a row in the report. You can

drill down to another report or chart from the selected row.

Detailed Viewthis option displays detailed information in the called report orchart.

Summary Viewthis option displays summary information in the called reportor chart and allows you to specify an additional drill-down to another report or

chart. When you select this view, a Configure button appears that allows you to

configure the summary view drill-down display.

List Viewthis option allows you to specify a list view rule to appear when theuser at runtime clicks to drill down. When you select this view, a Configure

button appears that allows you to configure the summary view drill-down display.
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Configure... If you selected List View or Summary view in the Drilldown To field, click to identify the

target rule in a pop-up window

Complete this window to configure a drill-down from one summary view to another from

a row in the summary view, from one interactive chart to another, or from a summary view

or interactive chart to a list view (Only interactive charts, not image charts, can be the

source or target.)

If the summary view rule is within a harness rule, and the drill-down chart replaces the

original summary view chart, then both the original and drill-down chart must be of the

same type. If the original chart is not replaced, the drill-down chart can be of a differenttype.

No data set is passed to the target list view or summary view, only parameters:

Class NameApplies To key part of the target summary view or list view. PurposeSecond key part of the target summary view or list view OwnerThird key part of the target summary view or list view Parameter NameName of an input parameter in the target view, identified on

the Params tab.

Parameter ValueThree types of values are supported: LiteralText string enclosed by quotes. Parameter ReferenceThis is an existing parameter that gets passed to

the drill-down view, for example, Parameter Name:MyParamValue and

Parameter Value: param.abc. The abc parameter value in the current

summary view will be passed to the drill-down view. The drill-down view

can access this parameter by getting the value of Param.MyParamValue.

Groupby ColumnYou can provide a "group by" column property nameto pass the value of the group by value clicked by the user to the drill-

down summary view. For example, assume the MyGrpValue parameter

holds the value of the Groupby value you clicked. When you click

Operator:tom from the summary view results page, then MyGrpValue

holds the value of tom.

Include Column ConditionWhen checked, this passes the field setting to thetarget view and applies the same setting. When you click an aggregate value in the

summary view, then the drill-down summary view or list view uses the columncondition of the aggregate value along with other criteria in the drill-down view.

ClickApply to save your changes.


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Defining a Detailed View

Complete these fields when you select Detailed View for the Drilldown To value.

Field Description

Enable

Sorting? Select to allow the user to sort the drill-down display by clicking a column header.

Fixed

Header? Select to prevent the header from scrolling if a user scrolls the drill down listing.

Field Optional. Enter a property reference for a value to appear at runtime when users request a

drill-down from the summary report.

Caption Optional. Enter text for a caption for the value in the Field field.

If your application is to support users in multiple locales, choose a noun or noun phrase for

the caption of 64 characters or less and select the Localize? checkbox on the HTML tab.

When practical, choose a caption already included in a language pack, to simplify

localization. Click the pencil icon to review or create the field value rule supporting

localization. The pencil icon appears only after you select the Localize? checkbox on the
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HTML tab. See About the Localization wizard and Rules Inspector toolLocalizingforms and reports with the Field Value Inspector.

Sort Select Ascending, Descending, or No Sorting to indicate how the drill-down data is to be

sorted. Sorting occurs in the Process Commander server.

Control Optional. To override the normal HTML display-mode presentation of this property,identify here a control rule to use when presenting this property in this report. Click the

pencil button to open the control rule. Click the magnifying glass button to enter

parameters for the control rule.

Images and Links

Two control rules are useful here:

Select reporting_image to present a clickable image in the row; reference a binaryfile rule in the ImageSourceName parameter in the format/dir/name.jpg.

Select reporting_link to present a clickable link.parameters to reporting_image and reporting_link include an activity that executes uponclick. Typically, this activity executes an HTML rule, displayed in a new window

Export

ControlOptional. If this drill-down display can be exported to Excel, select a control rule to use

for the export. Ordinarily, select one of the following, as appropriate to the type of the

value:

Export_Integer Export_Decimal Export_DateTime Export_Time Export_Date

Hide Select to retrieve this column in the drill-down detail, but to present it in a hidden field in

the HTML display.

Get

DISTINCT

recordsSelect to eliminate duplicate records in the view.

Get Row

Key Select to have the report display the key field for each row.

Detailed ViewData Source and Report Source

These fields are optional when you select Detailed View for the DrillDown To value.
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Field Description

Data Source of

Drill Down

View

Optional. Leave this field blank in most cases, to use instances of the Applies To key

class of this rule as the source of drill-down information.

You can choose a different concrete class that contains the properties to be displayed in

the drill-down display, if:

All properties listed in the Criteria array (on the Content tab) are present inboth the Applies To class and the class you enter in this field, and all are

exposed as columns.

The properties in the Group By array (on the Content tab) are present in bothclasses.

Report Source

Page Name Enter a clipboard page name to contain the report contents. (You can't use pxResults as

the name of this page.)

Content Activity Optional. Identify the Activity Name key part of the getContent activity for the drill-

down operation, which applies to the Embed-DrilldownParams class. In most cases,

accept the getContent default value.

Maximum Value Optional. Enter a maximum number of instances to retrieve for the report contents. As

a best practice during testing, enter 500. If you leave this blank, the system enforces a

limit of 9,999.

Title of Drill

Down Display

Optional. Enter text for a title for the drill-down display.

Key of a row Identify a property that is present in every row of the drill-down display and uniquely

identifies the row.

Enter pzInsKey (identifying the handle of an instance) in most cases, where Data

Source field is blank or identifies an internal class.If the Data Source identifies an external class, enter the property that forms the key of a

row. (A custom GetContent activity must copy this property to the pxInsHandle

property in each page within the pxResults list.)

FieldDescription


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Organize Title

Customize View

buttonSelect to cause the Customize View button to appear in the title area. This permits

report users to make a personal copy of the summary view rule, altering any part of it

that can be changed using the Report wizard.

Enter a Caption to appear as button text. The default is Customize View.

This capability is not available when the Activity Name identified on the Content tab is

not GetContent.

If your application is to support users in multiple locales, choose a noun or noun phrase

for the caption of 64 characters or less and select the Localize? checkbox on the HTML

tab. When practical, choose a caption already included in a language pack, to simplify

localization. Click the pencil icon to review or create the field value rule supporting

localization. The pencil icon appears only after you select the Localize? checkbox on

the HTML tab. See About the Localization wizard and Rules Inspector toolLocalizing forms and reports with the Field Value Inspector.

CustomizeCriteria link

Select to cause the Customize Summary Criteria link to appear in the title area. Thispermits report users to make a personal copy of the summary view rule, altering thecriteria.

Enter a Caption to appear as button text. The default text is Customize summarycriteria.

Export to Excel

button

(Summary and

Drilldown)

Select to cause the Export to Excel button to appear in the title area. This allows

users to export the report contents to Microsoft Excel.

Enter a Caption to appear as button text. The default text is Export to Excel.

Export to PDFlink

(Summary and

Drilldown)

Select to cause an Export to PDF link to appear in the title area. When clicked, the

report output is converted to a Portable Document Format file and downloaded to the

user workstation.

Add to

Favorites

Button

Select to cause the Add to Favorites button to appear in the title area. This allows

users to add a shortcut to this report on their Monitor Activity workspace.

Enter a Caption to appear as button text. The default text is Add to Favorites.

Open button Select to allow users to open this summary view rule, allowing them to update it

(unless it is locked) or to save a copy for personalization.Enter a Caption to appear as button text. The default text is Open.

New button on

Drill Down

display

Select to include a New button ( ) in the title area after drill down. This allows users

of the report to add a new instance of the class supporting the drill-down report.

Enter a Caption to appear as button text. The default text is New...
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Data Transform

name for new

window

Optional. Specify the name of a data transform to be applied when users click the New

button. The data transform must have the same Applies To class as this summary view

rule. If this field is blank, the system uses the data transform named pyDefault in the

summary view rule's Applies To class.

All fields on this tab are optional. Complete this tab to control the runtime appearance and behavior ofrows of the display, and up to two pop-up SmartInfo sections.

View Style

Field Description

View

Style

Style

NameOptional. To override the default CSS styles associated with the display of this summary view

report, identify the final and middle key part of a text file rule containing report styles, with the

format css/reports_zzzz, where the rule key is webwb.reports_zzzz.css.You can override the styles for all list view and summary view reports at the portal level, through

a skins rule that references your custom report styles. See About Skin rules.

Use the Style Viewer tool to help identify the names and appearance of the styles used in the

report. See About the Style Viewer tool.

Events Handling

Field Description

Events Handling Complete these optional fields to allow the view to respond to mouse clicks. Theresponse can be an activity, started on the Process Commander server, or a JavaScript

function, executing in a client browser session.

When the parameter param.glimpseMode is set to the literal value Scripts, the system

responds to click events by calling the script identified in the call script function field.

Otherwise, it responds by calling the activity.

Single click event

- call Activity Optional. Identify an activity to run upon single click.

call script

function Optional. Identify a JavaScript function to run upon single click.

Custom tool tip

for summary

view

Optional. Enter Tooltip text to appear explaining the single-click event.

Custom tool tip

for detailed viewOptional. Enter Tooltip text to appear explaining the drill-down to detailed view.
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Target Frame Optional. Identify the HTML frame in the display for the output of the event. The

default frame is DETAILS.

Fragment for

script functionsOptional. Identify an HTML Fragment rule that contains the JavaScript functions

identified above, or that references a static file containing the script functions.

Preview Setting

Field Description

Preview

Setting

Show glimpse

of record?Select if you want the summary view display to be included in a FRAMESET. The upper

frame displays the drill-down data. The bottom frame renders the HTML code produced

by the activity in the Single Click eventcall Activity field.

Size of top

frame in %Optional. If you selected Show glimpse of record?, specify here what percent of the height

of the workspace is to hold rows of the report. For example, enter 80 to leave 20 percent of

the height for the FrameSet information.

The default value is 70.

SmartInfo Settings (for hover)

Field Description

Smart Info

SettingsOptionally, you can define a source for HTML code to be rendered in a pop-up window or

displayed as an embedded when users hold the mouse pointer over a row (hover) or

when they click a row expand arrow( ) at the beginning of the row. For example, thiscapability can allow users to review details about a work item on a worklist, without

requiring the users to open the work item.

SmartInfo pop-ups are designed for read-only presentation. Do not attempt to include input

fields or other controls.

Header Enter text to appear in the header of the pop-up window. Alternatively, if this summary

view report is to be localized, identify a field value rule to contain the header text.

Header Enter text to appear in the header of the pop-up window.

Content

Identify the name of an activity to develop the HTML text to be rendered. This activitymust meet the following conditions:

The Applies To key part of the activity matches the Applies To key part of thesummary view rule, or is a parent class of this list rule

The activity accepts a parameter named keyHandle. The activity assembles and returns text or an HTML stream that meets certain
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restrictions listed here.

The activity can return HTML code that is a partial document that contains:

No or elements No input fields No elements No JavaScript code or calls

It may be beneficial to record in the Description field a notification that this capability is

available, for example:

Hold mouse pointer over any row to see details...

This facility uses AJAX to communicate the request to the Process Commander server.

Embedded? Select to have the SmartInfo content embedded in the report to display when you click the

expand arrow at the beginning of the row..

Field Optional. Select one fieldfrom those appearing in the Display fields tabto activate

the SmartInfo displayto cause the SmartInfo display to appear only when the mousepointer is held over a value in that field.

If blank, the SmartInfo display is activated when the mouse pointer is held over any field

in the row and does not move for at least 700 milliseconds. The workstation sends a

request to the server to run the Content activity specified in the previous field, and the

resulting HTML output appears in a pop-up window.

This field appears only when the Embedded? option is not selected.

SmartInfo Examples

Right-click SmartInfo settings

Optionally, you can define a source for HTML code to be rendered in a pop-up window or displayed as an

embedded when users right-click a value in the row. For example, this capability can allow users

to review details about a work item on a worklist, without requiring the users to open the work item.

SmartInfo pop-ups are designed for read-only presentation. Do not attempt to include input fields or other

controls.

Field Description

Header Optional. Enter text to appear in the header of the pop-up window. Alternatively, if this

summary view report is to be localized, identify a field value rule to contain the header text.

ContentsOptional. Identify the name of an activity that computes the HTML text to be rendered. This

field functions similarly to the Content field in SmartInfo Settings.

Field Optional. Select one fieldfrom those appearing in the Display fields tabto activate the

SmartInfo displayto cause the SmartInfo display to appear only when the user right-clicks

over a value in that field. If blank, the Smart Info display is activated from a right-click in any
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field in the row.

The workstation sends a request to the server to run the Content activity specified in the

previous field, and the resulting HTML output appears in a pop-up window.

Header and Footer

You can add a header and footer to reports.

Header Optional. Select a section that specifies content to be included in the section as a header.

Footer Select a section that specifies content to be included in the section as a footer.

Field Description

Use a chart

for the

view?

Select to cause the results of this summary view rule to appear as a chart. When selected, this

tab changes to present additional fields.

Chart

Output

Type

Chart

Output

Type

Select:

Image to develop a static chart and send to the browser as a PNG image. Completethe remaining details on this form.

Interactive to develop an interactive chart as an Adobe Flash file. Complete theSelect output layout field, but do not complete other fields on this tab. Then click

Configure Interactive Charts to specify parameters for this chart. See Help:

Interactive Charts.

Select

Output

LayoutIndicate whether the chart appears at runtime above the data values, presented in a table.

Interactive Charts

To define an interactive chart:1. Select Interactive for the Chart Output Type.2. Choose a Select output layout value.3. Click Configure Interactive Charts to complete other parameters in a new window. See Help:

Interactive Charts.

Static Charts
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To define a static chart, complete the Charts tab.

Static image charts cause summary view report results to be presented as an image, or as an image above

tabular numeric data. For examples, the standard summary view rule Work-.ArrivalsPastEightWeeks

illustrates a line chart. The standard rule Work-.CountResolvedByResolverTop5 illustrates a pie chart.

Process Commander saves static chart images in the StaticContent/global/webwb/graphs directory on the

server.

Field Description

Select Chart Type Select a chart format:

Pie Horizontal Bar Horizontal Stacked Bar Vertical Bar Vertical Stacked Bar Line (available only for trend reports)

Chart SizeChoose a size for the chart.

Chart TitleEnter text to label the chart.

Cache chart image for Select a time interval during which the chart image is cached rather than

regenerated.

Choose don't cache image to force the system to recompute the image upon everyrefresh.

Build Chart

Include Select one field (from the Fields array on the Content tab) to chart. The list

presents the Caption you entered for each field.

Limit to top Charts can be easier to interpret if they present smaller groupings as a single

element. Select a number to indicate how many of the largest groupings are to

appear, or accept the default value No Limit. For example, you can chart the top

four values, with all values beyond the top four grouped together and labeled

"Other".

Of If Limit to top is not set to No Limit, indicate which field (from those in the

Include list) the limit applies to.


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PARAMETERS TAB:

Use the Parameters tab for informational purposes to record the name, description, and data type of

parameters used in the view.

In most cases, an activity with a Property-Set method is executed before the list view is executed,

supplying values for the parameters. Then the standard activity Rule-Obj-SummaryView.ShowView is

called, passing the parameter page.

Field Description

NameEnter the name of the parameter.

DescriptionEnter the description of the parameter.

Data TypeEnter the data type of the parameter. Select from string, boolean, and integer.


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Complete this optional tab if other tabs contain references to properties on a page other than the primary

page of the rulethe page corresponding to the Applies To key part of the summary view rule.

Field Description

Page Name Identify a clipboard page. It can represent an embedded page or a Page List.

Class Select the class of that page.

JOIN TAB:

Use the Join tab to merge data from multiple tables into a single report. You can report on data from two

tables using a join clause to concatenate the data from both tables using a common column. For example,

you can join Work- objects with their associated assignments or lists of embedded properties of an object

using Index- classes defined by a Rule-Declare-Index rule. A JOIN expands the primary table toinclude duplicate entries of its data, having one additional row for each row that matches the key in the

secondary table. Joins can be done with additional classes by matching properties between the classes.

This feature provides new reporting capabilities between classes with a common field.

These features are independent of each other.

Field Description

Prefix Enter a text string to be used as an alias for the joined class and all its properties. The Prefix

is assigned to all the properties in the class and used to reference the properties from these

fields for the Display Fields and Content tabs.

Class NameSelect a class to be the primary class for the join. The Prefix plus this class name specify thejoined class. You can specify multiple primary classes to be joined.

If this work type is derived from Work-, choose carefully whether you want to join to an

implementation class, or in a framework class. At runtime, list view rules with a framework

class in this field can report on work items in the associated implementation class, if the

Report on Descendant Class Instances option on the Content tab is selected.

Edit

ConditionsClick to open the Join Conditions window and specify the columns to join in the two tables.

Field Description

Label Enter a text label that uniquely identifies this row. The label is used in the

Logic field to compare rows.

PropertySelect a property from the SmartPrompt list. Note that the properties are

all those associated with the class you specified in the Join tab. This must

be an exposed column.

ConditionSelect Is Equal.
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ValueSelect the value of the property that you want to use in the joined report.

Logic

Optional. Using the labels entered in the Criteria array, enter a logical

expression that defines how the system combines the criteria into an

overall Boolean value at runtime. The expression can include parentheses

and the operators AND and OR.

For example, if the table contains four rows labeled A, B, C, and D, you

can enter:

(A OR B OR C) AND D

in this field. This notation is the same as for the logic statement in when

condition rules.

If you leave the Logic field blank, the system selects only instances for

which all criteria rows are true.

Declarative Index Join

Index- instances created by Rule-Declare-Index rules can be specified in the rule and used to referenceembedded properties for both display and criteria from the Applies To class. This facilitates using Rule-

Declare-Index rules for performance by avoiding retrieving properties from the BLOB (Storage Stream)

column. You can attach an alias to any declarative index that you have previously defined.

Prefix Enter an alphanumeric text string to be used as an alias for the joined declarative index

class and all its properties. The Prefix is assigned to all the properties in the class and

used to reference the properties from these fields for the Display Fields and Contenttabs.

Index NameSpecify the Index- class created by the Rule-Declare-Index rule.

Note that if an application is designed such that concrete Work- classes are mapped to different DBtables, then reports defined on the work pool or on any abstract class containing those classes (like

standard reports defined on Work- or joining from Assign-Worklist to Work-) will not include data for all

of the classes, since Process Commander does not dynamically UNION the data from multiple tables bydefault.

After you save the Summary View form, this tab contains the HTML code that the system generated forthis rule.

Field Description

Generated

HTML

Localize? Select to indicate that the generated HTML for this summary view rule is to use field value

rules in localization RuleSets to localize column labels.

See About the Localization wizard and Localizing forms and reports with the Field Value

Inspector.

Read-only generated HTML text for this summary view rule. You can review this directly,
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or copy it into Notepad and print it. You cannot alter this generated HTML directly.

If we run the summary view the chart will appear in the way below:

summary view2

Documents