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Developing rules in the branch ruleset

After creating branch rulesets, perform rule development using the branch ruleset. For example, to update an existing rule, save a copy of the base rule (in its base ruleset) into the associated branch ruleset, and work on that copy. To create new rules that are needed to implement the enhancement, save them directly in the branch ruleset; when development completes, after you merge the branch ruleset into the base ruleset, the base ruleset contains these new rules.

Note: When you have a record in a locked ruleset displayed in the Designer Studio, you can click Check out to branch on the record form to save a copy to the branch ruleset and check out the record in one step.