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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:

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

Create an activity by selecting Activity from the Technical category.

Note: Before creating a new activity, it is recommended that you investigate model driven alternatives that can deliver the desired results. Alternatives such as data transforms, declarative rules, and features of flows and case management can remove the need to create a new activity. The Create and Save As forms display a warning message with information about these other alternatives.

Key parts

An activity has two key parts:



Apply to

Select the class to which this activity applies. If your activity is to be referenced in a flow, identify a work type (the Work- class or a class derived from the Work- base class).

The list of available class names depends on the ruleset you select. Each class can restrict applying rules to an explicit set of rulesets as specified on the Advanced tab of the class form.


Enter a name for this activity, starting with a letter and containing only letters, numbers, and hyphens. Choose a name that is unique within the Apply to class. The name must be a valid Java identifier; see How to enter a Java identifier.

The length of the class name plus the length of the Identifier cannot exceed 128 bytes.

Additional creation options

Referred to as Quick Create options, the fields presented in this area of the Create form are optional. Selections made here can be used as a starting point for the rule you are creating:




Select a template activity name to automatically set the activity type (and in some cases add pre-populated steps to the form):

  • Route — Sets the Activity Type and adds three Property-Set steps.
  • Locate — Sets the Activity Type.
  • Trigger — Sets the Activity Type.
  • Utility — Sets the Activity Type and a Property-Set step.

Rule resolution

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