Application Guide rules - Completing the Create or Save As form

Use the Application Guide rule to create a guide that directs users through a set of tasks. Create an application guide by selecting Application Guide from the Application Definition category.

Standard record procedures

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 can copy data instances but they do not support specialization because they are not versioned.

Based on your use case, you use the Create, Save As, or Specialization form to create the record. The number of fields and available options varies by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields:

• Creating a rule or data instance
• Copying a rule or data instance
• Creating a specialized or circumstance rule

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

Key parts

The key parts for an application guide are:

Rule resolution

Rule resolution does not apply to this rule type.

Tabs

The Application Guide form displays the following tabs:

• Definition
• Specifications
• History

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