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Managing relevant records

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Manage your relevant records to consolidate records that are specific to your cases and data types. Marking records as relevant can reduce time-consuming searching through unrelated records in your cases.

  1. In the header of Dev Studio, click Configure Application Inventory Relevant Records .

  2. In the Class Name field, enter the class of a case type or data type, based on how you plan to use the rule.

    By default, only active relevant records for the selected class are displayed.
  3. Do any of the following actions:

    • To display inactive records for the specified class, select the Show inactive relevant records for the class check box.
    • To mark a record as active or inactive for the selected class, click the Actions icon on the rightmost side of the row.
    • To display records that are inherited from the hierarchy of the specified class, select the Show inherited relevant records for the class check box.
      The Mark relevant at column shows at which class level the particular record is marked as relevant.
    • To mark an inherited record from another class as active or inactive for the selected class, click the Actions icon on the rightmost side of the row.
  • Marking records as relevant records

    Promote reuse in data types and case types by marking a rule as a relevant record on its rule form. For example, you can mark a property as a relevant record to reuse it as an inherited record in child classes.

  • Securing relevant records

    You can define a list of relevant records against one or more case or data types defined in your application before shipping your application to customers or downstream development teams. The .pzEditRelevantRecords when rule manages whether users are permitted to add or remove relevant record entries from a class.

  • Understanding relevant records

    Relevant records describe the rules that refine the behavior, presentation, and definition of a case type or data type. They commonly designate records from an inherited class as important or reusable in a child class, and control the majority of the prompting and filtering in the settings for case types and data types. Relevant records are also used to build conditions, for example, to determine whether a customer should receive a particular proposition.


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