Privilege rules
Completing the Create, Save As or Specialization form

Records can be created in various ways. You can add a new record to your application or copy an existing one. You can specialize existing rules by creating a copy in a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. You may copy data instances but they 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 privilege rule by selecting Privilege from the Security category.

Key parts:

The key to a privilege has two parts:

Rule resolution

When searching for privilege 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.

Circumstances and time-based qualifications are not available for privilege rules.

About Privilege rules