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Completing the Create or Save As 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 eForm file rule by selecting eForm File from the Integration-Mapping category.

Key parts:

An eForm file rule has three key parts:

Field

Description

Apply to

Select the name of the class the new rule belongs to. An eForm file and a corresponding eForm map rule have the same Apply to class.
File Name

Enter the name of this file. Choose a name suitable for UNIX and Windows, using lowercase letters only. If you enter an uppercase letter, the resulting extracted file name is converted to lowercase letters.

Subdirectories specific to the RuleSet and version are created to hold the extracted form file.

File Type (extension)

Optional. Enter the extension for this type of file, typically PDF.

Rule resolution

When searching for eForm File rules, the system filters candidate rules based on a requestor's RuleSet list of RuleSets and versions.

Time-qualified and circumstance-qualified rule resolution features are not available for eForm File rules. The class hierarchy is not relevant to rule resolution of eForm File rules.

Up About eForm File rules

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