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Case Match 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:

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

Create a Case Match rule by selecting Case Match from the Decision category.

Key parts:

A Case Match rule has two key parts:

Field

Description

Apply to

Identify the class to which this rule applies.

Identifier

Enter a unique name for this instance that identifies the purpose of the rule. Begin the name with a letter and use only letters, numbers, and a hyphen.

Rule resolution

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