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Completing the Create, Save As or Specialization form

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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:

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

Create an Application Specification by selecting Application Specification from the Application Definition category.

Key parts:

An Application Specification has three key parts: the application name, the work type, and the specification name. Specifications are directly associated with an existing application and work type but not applied to a class.

Field

Description

Application Name Select the name of the application that includes the specification. The application must exist.
Work Type Select the work type processed by the specification. The work type must exist for the application.

Identifier

Enter a name of your choice for this specification. Begin the name with a letter and use only alphanumeric, ampersand, and dash characters.

Project Management

If you application is integrated with the Project Management Framework, enter the following information.

Field

Description

Project Item Select an available item that is available in the PMF product associated with this application, as defined in > Application > Tools > Document.
Description Enter a text description for this item.
Note

Enter a note that further explains the purpose for this entry.

Rule resolution

Rule resolution does not apply to this rule type.

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