HOW TO CREATE A LIST OF CUSTOM PROPERTIES USING DATA-TRANSFORM

1. Login into PRPC with correct authentication.

2. Recognize the class on which the report is created or on which class you want to create the
report.
3. In the same primary class in which report is there create a new data-transform on the class by
right clicking and clicking on New->Data Model->Data Transform
4. Be sure to name the data-transform pyReportEditorProperties other-wise the custom-property
list won’t be captured.
5. In the data transform in the pages and classes tab please include the below pages with
respective classes
 pgAvailableProperties – Code-Pega-List
 ResultsPage -- Rule-Obj-Property
 NestedResultsPage – Rule-Obj-Property
 MorePage – Rule-Obj-Property
 FinalTempPage- Rule-Obj-Property

6. In the Action column of definition tab select the Update page and set target as ResultsPage.
7. In the set action nested in update page action write the target as
 .pyPropertyName and set it equal to a property defined in the class you identified for creating
this data-transform eg:- pyReopenCount
8. By the end of this step you should have a screen similar to the image below

9.Right click on the action value “Update Page” and click on the option “Add Sibling Below”

10. In the newly generated action value select Update Page again and select FinalTempPage as the
target page

11. In the Action nested below the new update page Select the “Append to” action and in the Target
select “pxResults”(from drop-down)

12. In the relation next to the pxResults select the option “an existing page” and in the source column
select “ResultsPage” as the source.

13. Your Data-Transform Rule should resemble the following screen

15. Repeat the following steps to use more than one function. See the screen below for another
property “pyStart”, of the same class.
16. At this juncture, if you want only the top-level properties like the above given examples. You can just
end your data-transform after following the steps 17-29.

17.Right click on the action value “Update Page”(bottom-most) and click on the option “Add Sibling
Below”.

18.In the Action column of definition tab select the Update page and set target as FinalTempPage

19.In the set action nested in update page action write the target as .pyClassName and set it equal to a
classname you identified for creating this data-transform eg:- PegaSample.

20. Your Data-Transform Rule should resemble the following screen.

21.Right click on the action value “Update Page”(bottom-most) and click on the option “Add Sibling
Below”.

22. In the newly generated action value select Update Page again and select
pgAvailableProperties(Code-Pega-List) as the target page(You will get a list of options from the drop-
down)

23. In the Action nested below the new update page Select the “Append to” action and in the Target
select “pxResults”(Can be selected from the drop-down)
24. In the relation next to the pxResults select the option “an existing page” and in the source column
select “FinalTempPage” as the source.

25. Your Data-Transform Rule should resemble the following screen.

26. Remember to add the step “Remove” to remove the results of the updated pages for the data is not
appended or overridden when the data-transform is called again.

27.Right-Click on the top-most Update-Page step and Select “Add Sibling Above” and add select
“Remove” in action tab and mention “pgAvailableProperties” in the target.

28. Repeat step 27 for all other pages of type “Rule-Obj-Property”.

29. Your Data-Transform Rule should resemble the following screen.

30. The Data-Transform rule in following screen will create the following two properties under a folder
of class type(Sample Work in this case) in a tab “Available Columns” instead of “Best Bets” and “All
Matches” in Report Editor.

 Due By
 Reopen Count

31. Note that when Call Super Class data transform is checked it will also check for the data-transform
created in the super-class with the same name “pyReportEditorProperties” the properties created in
the super class will also be present in Available Columns Tab.

TO ADD EMBEDDED PROPERTIES

To add the embedded properties you need to add the details in the steps mentioned below soon after
adding the top-level property list.

1. Right click on the step shown below in the screen

2. Click on the option “Add Sibling Below”.

3. In the Action column of definition tab select the Update page and set target as ResultsPage

4.In the set action nested in update page action write the target as .pyPropertyName and set it equal to
the Top-level property in which the embedded property is present. eg:- pyWorkParty.

5. Immediately right click on the update page step you created and select “Add Sibling Below”.

6. In the Action column of definition tab select the Update page and set target as NestedResultsPage

7.In the set action nested in update page action write the target as .pyPropertyName and set it equal to
the embedded property you identified. eg:- pyPartyIdentifier.

8. At this juncture you can distinguish whether to use the embedded scenario as a page-list or an
indexed property.

9. If you finish your embedded structure by step 7 then the embedded property is considered as a page-
list property.

10. It can be changed to an indexed property by adding another step as a sibling to the step 7 i.e.; the
pyPartyIdentifier step as per the example

11. In that set action just added write .pyBaseclass as target and set its value appropriately in the source
e.g:- PartyURI for the pyWorkParty ensemble.
12. Your Data-Transform Rule should resemble the following screen.

13. Now to reflect the structure we need update pages accordingly

14. Right click on the Update-Page step of the NestedResultsPage and select the option “Add sibling
below”.

15. In the Action column of definition tab select the Update page and set target as FinalTempPage

16. In the set action nested in update page action change to update page again and set target as
ResultsPage.

17. In the Action nested below the new update page Select the “Append to” action and in the Target
select “pxResults”(to be entered manually)

18. In the relation next to the pxResults select the option “an existing page” and in the source column
select “NestedResultsPage” as the source.

19. Your Data-Transform Rule should resemble the following screen

20.Right Click on the step as shown in the screen and select “Add Child”.

21. In the Action nested below the new update page Select the “Append to” action and in the Target
select “pxResults”(to be entered manually)

22. In the relation next to the pxResults select the option “an existing page” and in the source column
select “ResultsPage” as the source.

23. Your Data-Transform Rule should resemble the following screen.

24. The Data-Transform rule in above screen will create the following three properties out of which
Parties is an indexed property which contains party id embedded in it and the whole ensemble is
embedded under a folder of class type(Sample Work in this case) in a tab “Available Columns” instead
of “Best Bets” and “All Matches” in Report Editor.

 Due By
 Parties
 Party ID
 Reopen Count

TO USE PROPERTIES FROM ASSOCIATIONS AND JOINED CLASSES etc.

Generally you may want to use the properties from the associations, joined classes as well

1. In already known behavior i.e.; in the “Best Bets” tab we have an icon(+) and value which reads
“More”.
2. You can avail the same facility with this data-transform by adding the details in the step below
to the data-transform you already created.
3. Right click on the step below as shown in the screen
4.After clicking on “add sibling above” In the Action column of definition tab select the Update page and
set target as MorePage

5. In the set action nested in update page action enter “.pyPropertyName” in the target and write
“More”(in the same case) in the source tab

6. Your Data-Transform Rule should resemble the following screen.

7. Right click on the last step of the rule (refer the screen below).
8. .In the Action nested Select the “Append to” action and in the Target and write “pxResults(2)”(to be
entered manually)

9. In the relation next to the pxResults select the option “an existing page” and in the source column
select “MorePage” as the source.

10. Your Data-Transform Rule should resemble the following screen.

12. You can add More without adding embedded property also. In that case your data-transform will
resemble the below-screen.
Note:- The properties brought forward by the associations, joins etc. can be customized by creating a
data-transform rule as suggested in the classes of the same.

Below is a screen of the rule which is created in the “.pyAccessToClass” “Assign-WorkList”

On successfully creating the transform you will have a clipboard structure which resembles the screen
below

And on right-clicking the page and opting “Show-XML” the XML structure which resembles the
screenshot shown below.