Case Match rules - Completing the New or Save As form

Case Match rules Completing the New or Save As form
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Create a Case Match rule by selecting Case Match from the Decision category.

A Case Match rule has two key parts:

Field	Description
Applies To	Identify the class to which this rule applies.
Purpose	Enter a unique name for this instance that identifies the purpose of the rule. Begin the name with a letter and use only letters, digits, and a dash character.

For general information on the New form, see Completing the new rule dialog box. For general information on the Save As form, see How to enter rule keys using Save As.

Full rule resolution applies to this rule type. When searching for case match rules, the system:

Filters candidate rules based on a requestor's RuleSet list of RuleSets and versions
Searches through ancestor classes in the class hierarchy for candidates when no matching rule is found in the starting class
Finds circumstance-qualified rules that override base rules
Finds time-qualified rules that override base rules

Case Match rules Completing the New or Save As form