Survey rules Completing the New or Save As form
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Note

Although developers can work directly with survey rule forms, as a best practice when creating and managing surveys and their components, use the My Surveys tab on the Survey Management landing page.

Access the landing page by selecting > Survey Management > My Surveys.

If you wish to use the rule form directly right-click Survey in the Survey class and select New. In the form that appears, provide the following information:

Field	Description
Applies To	Select a class that this survey applies to from the options provided. The classes you can select here may depend on the RuleSet you select. On the Restrictions 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.
Questionnaire Name	Enter a name that is a valid Java identifier. Begin the name with a letter, and use only letters, digits, and the dash character. See How to enter a Java identifier.

Select a RuleSet and Version in which to save the Survey; then click Create.

For general information about this form see Completing the new rule dialog box.

Rule resolution

Full rule resolution applies to survey rules. When searching for survey 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 Survey rules

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