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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 a report definition by selecting Report Definition from the Reports category.

Key parts:

A report definition has two key parts:

Field

Description

Apply to

Select a class that this report definition applies to. Select a concrete class, or select a work pool to report on all work types in the work pool. (Such reports can only present properties that are common to all work types in the work pool.)

Notes:

  • You can't use an external class as the Apply to class.
  • For certain uses, you can select an abstract class (such as Work-) for this field. When a report definition with an abstract Apply to class executes, PRPC determines a work pool or a single concrete class that is the source of report contents. For example, a report definition with Work- as the Apply to key part can present drill-down details, referenced in another report definition (that itself has a concrete work type as the Apply to class.)
  • To create a report on a Framework Class that can dynamically report on implementation classes, select the concrete Apply to class in the framework, and check the Report on descendent classes check box when creating the Report.

The list of available class names depends on the ruleset you select. Each class can restrict applying rules to an explicit set of rulesets as specified on the Advanced tab of the class form.

Identifier

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.

Rule resolution

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

Standard rules concrete class, work pool, work type

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