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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:

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

Create a ticket rule by selecting Ticket from the Process category.

Key parts:

A ticket rule has two key parts:

Field

Description

Apply to

Select a class that this ticket rule applies to. Typically, choose a class derived from the Work- base class.

The classes you can enter here may depend on the RuleSet you select. On the Restrictions tab of the Class form, a class rule may limit rules applying to that class to belong to one of an explicit list of RuleSets.

Identifier

Enter a name for this ticket.

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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