Category rules
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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:
This information identifies the key parts and options that are applicable to the record type you are creating.
Create a Category rule by selecting Category from the Reports
category.
A Category rule has three key parts:
Field |
Description |
Identifier |
Specify a name for the category. Begin the name with a letter and use only letters, numbers, and hyphens. |
Owner Type |
Select an option:
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Owner |
If the Owner Type for the category is:
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When searching for a Category rule, the system filters candidate rules based on a requestor's RuleSet list of RuleSets and versions.
Time-qualified resolution features are not available for Category rules.