When condition rule Completing the Create, Save As or Specialization form
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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:

• Completing the Create form
• Completing the Save As form
• Completing the Specialization form

This help topic then identifies the key parts and options that are applicable to the record type you are creating.

Create a when condition rule by selecting When from the Decision category.

Key parts

A when condition rule has two key parts:

Field	Description
Apply to	Select a class to which this when condition rule applies. The list of available class names may depend on the ruleset you select. Each class may restrict rules applying to that class to an explicit set of rulesets as specified on the Advanced tab of the class form.
Identifier	Enter a name for this when condition rule. Begin with a letter and use only alphanumeric characters. Do not choose either keywords True or False as the Identifier value.

Additional creation options

Referred to as Quick Create options, the fields presented in this area of the Create form are optional. Selections made here can be used as a starting point for the rule you are creating:

Field	Description
When Expression	Enter a expression that evaluates to true or false. Type a single period and use the SmartPrompt to access a list of properties. These are examples: .BalanceRemaining > 0.0 .pyLabel !="Maryland" @PageExists("myPage", tools)

Rule resolution

When searching for instances of this rule type, the system uses full rule resolution which:

• 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 rule

About When Condition rules