Portal 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 portal rule by selecting Portal from the User Interface category.

For Mobile applications, see PDN article How to create a mobile portal.

Key parts:

A portal rule has a single key part:

Rule resolution

When searching for a portal rule, the system:

• Filters candidate rules based on a requestor's RuleSet list of RuleSets and versions
• Finds circumstance-qualified rules that override base rules with the same key

Time-qualified resolution features are not available for portal rules. The class hierarchy is not relevant to rule resolution for portal rules.

About Portal rules