Case Type rules Completing the New or Save As form
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Create a case type rule by selecting Case Type from the Process category.

A case type rule has two key parts:

Field Description Applies To Select the name of a Work- class. The classes you can enter here may depend on the RuleSet you select. On the Advanced tab of the Class form, a class rule may limit rules applying to that class to belong to one of an explicit list of RuleSets. If the Applies To class is derived from Work-Cover-, the rule enables you to specify work types, including covers, that can be used as covered objects. You can also use the aggregation feature to sum numerical properties shared by the cover and covered objects. Purpose pyDefault. Cannot be edited. There can be only one instance in the Applies To class. You can create circumstanced versions using the Case Designer.

For general information about 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. For information about circumstancing, see Process and Rules category — Case Designer .

In Federated Case Management configurations, you must use the Case Designer on the control system to create abstract remote case types and case type rules. You cannot create these rules using the Application Explorer or copying an existing rule. Be careful not to delete the rules.

Rule resolution

When searching for case type 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.

About Case Type rules