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Creating a rule specialized by a class or ruleset

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Provide a version of a rule that your application triggers only during resolution of rules that belong to a specified class or ruleset. When you define the conditions for a rule resolution, you ensure that users interact with actions and the application behavior that are relevant in a given scenario. You also save time and resources because you promote reuse across your application.

Consider a scenario in which Vehicle-Insurance and Loan-Request classes in your application are outside a class hierarchy and have no shared rulesets, but you want to apply a service-level agreement (SLA) rule from the Loan-Request class to the Vehicle-Insurance class. You can specialize the SLA rule so that your application can resolve it during processing of the Vehicle-Insurance class.

Specializing rules by class or ruleset saves time and improves consistency in your application, because when you specialize a rule, the system does not create a new rule instance with a new identifier but only references a rule that already exists. As a result, when you edit a rule, your changes apply in classes and rulesets that reference that rule, and you avoid editing multiple copies of the rule.

  1. In the navigation pane of Dev Studio, click Records.

  2. Expand the category that you want to open, and then open the subcategory that holds the rule that you want to circumstance.

    Expand Process, and then click Flow.
  3. In the list of instances, open the rule.

  4. In the rule form header, click the Down arrow next to the Save button, and then click Specialize by class or ruleset.

  5. Optional:

    To provide more information about the purpose of a new rule, in the Label field, enter a new short description.

    The identifier remains the same even if you provide a new label.
  6. In the Context section, define a new location with which to reference your rule:

    1. In the list of built-on applications, select an application layer for the rule.

    2. In the Apply to field, enter a class that you want to associate with the rule.

    3. In the Add to ruleset list, select a ruleset and a ruleset version to associate with the rule.

  7. Optional:

    To override the default work item that your application associates with this development change, press the Down arrow key in the Work item to associate field, and then select a work item.

    For more information about your default work item, see Setting your current work item.
  8. Click Create and open.

The system resolves the rule during rule resolution of the specified class and ruleset.

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