Attachment Category rules
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 identifies the key parts and options that are applicable to the record type you are creating.

Create an Attachment Category rule by selecting Attachment Category from the Process category.

Key parts:

An Attachment Category rule has two key parts:

Field

Description

Apply to

Select the class that this rule applies to, typically a class derived from Work-.

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 Java identifier. Begin the name with a letter, and use only letters, digits, and the dash character. See How to enter a Java identifier.

NOTE: If you are upgrading to V5.5+ from an older version, you can also upgrade an existing category by entering its name in this field. Doing so provides the security capabilities available in this rule. See More about Attachment Category rules for upgrade instructions.

Rule resolution

When searching for rules of this type, the system:

Time-qualified and circumstance-qualified rule resolution features are not available for this rule type.

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