Correspondence rules - Completing the New or Save As form

You are here: Reference > Rule types > Correspondences > Correspondence rules - Completing the New or Save As form

Correspondence rules Completing the Create, Save As, or Specialization form
About New Corr Prompts Pages & Classes Security History More...

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 a correspondence rule by selecting Correspondence from the Process category.

Key parts:

A correspondence rule has three key parts:

Field	Description
Apply to	Select the class of the page that is to be the basis for stream generation of correspondence from this rule. Typically, this is a class derived from the Work- base class. If this stream has no associated page and is to be referenced only with the <pega:include ..>JSP tag in other correspondence rules, do not create a correspondence rule (Rule-Obj-Corr rule type). Instead, create a correspondence fragment (Rule-Corr-Fragment rule type). 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 for this rule. Begin the name with a letter and follow the rules for a Java identifier. See How to enter a Java identifier.
Correspondence Type	Select a correspondence type, the name of a Rule-CorrType rule, to indicate the medium by which this correspondence is to be sent, such as Email or Letter.

Rule resolution

When searching for instances of this rule type, the system uses full rule resolution which:

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
Finds circumstance-qualified rules that override base rules
Finds time-qualified rules that override base rules

About Correspondence rules

Open topic with navigation

Correspondence rulesCompleting the Create, Save As, or Specialization form

Key parts:

Field

Description

Rule resolution

Correspondence rules
Completing the Create, Save As, or Specialization form