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Marking records as relevant records

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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.

  1. Open the rule form of a record that you want to mark as a relevant record.

    You can mark the following record types as relevant:

    • Property
    • Section
    • Harness
    • Paragraph
    • Correspondence
    • Flow
    • Flow action
  2. In the top-right corner of the rule form, click Actions Mark as relevant record .

    A record that is added in this way is marked as relevant for its Applies to class.
  3. Optional:

    To verify that the record has been added as relevant for the class, click View on the confirmation message and review the relevant records landing page.

  • Managing relevant records

    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.

  • 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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