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Portal 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.

You can create a portal rule by selecting Portal from the User Interface category from the Designer Studio.

Key parts:

A portal rule has a single key part:

Field

Description

Label Enter a name for the portal rule that starts with a letter and uses only letters, numbers, and hyphens.

Rule resolution

When searching for a portal rule, the system:

Time-qualified resolution features are not available for portal rules. The class hierarchy is not relevant to rule resolution for portal rules.