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  Setting rules
Completing the Create New 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 using the following Developer Help topics:

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

Create a setting rule by selecting Setting from the Security category.

Key parts:

A setting rule has two key parts:

Field

Description

Applies To

Select the class to which this setting applies. Choose a class that has an Access of Role to Object rule defined for your application.

Setting Name

Enter a name for this setting. Begin the name with a letter and use only letters and digits.

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.

About Setting rules