Access When rulesCompleting the Create, Save As, or Specialization form

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Access When 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 using the following Developer Help topics:

Completing the Create form Designer Studio – Completing the Create form
Completing the Save As form Completing the Save As form
Completing the Specialization form Completing the Specialization form

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

Create an Access When rule by selecting Access When from the Security category.

Key parts:

An Access When rule has two key parts:

Field

Description

Apply to

Select the class to which this Access When condition applies.

For Access When rules that restrict the opening, modification, or deletion of rules, use Rule- as the Apply to class.

When Name

Enter a name for this rule. Begin the name with a letter and use only letters, numbers, the ampersand character, and hyphens.

As a best practice, start the name with a capital letter.

Do not enter either of the keywords True or False as the When Name.

Additional creation options

Referred to as Quick Create options, the fields presented in this area of the Create form are optional. Selections made here can be used as a starting point for the rule you are creating:

Field

Description

When expression

Enter a expression that evaluates to true or false. Type a single period and use the SmartPrompt to access a list of properties.

NOTE: The string expression you define here is used to allow, or disallow, a user from performing an operation or accessing information (instances of a specific class).

Rule resolution

When searching for rules of this type, the system:

Filters candidate rules based on a requestor's ruleset list of rulesets and versions
Searches through ancestor classes in the class hierarchy for candidates when no matching rule is found in the starting class

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

Related information

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