Skill rules
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Records can be created in various ways. You can add a brand new record to your application or copy an existing one. Existing rules can be specialized by creating a copy into a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. Data instances may be copied but do not support specialization as they are not versioned.
Based on your use case, the Create, Save As or Specialization form is used to create the record. The number of fields and available options vary by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields:
This help topic then identifies the key parts and options that are applicable to the record type you are creating.
Create a skill rule by selecting Skill
from the Process
category.
The key to the skill rule is a skill name:
Field |
Description |
Skill Name |
Choose a name that starts with a letter. You can include digits, spaces, and special characters in the name. |
When searching for a skill rule, the system filters candidate rules based on a requestor's RuleSet list of RuleSets and versions.
Circumstance-qualified and time-qualified resolution features are not available for skill rules.