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:
This information identifies the key parts and options that apply to the record type that you are creating.
Create an access group data instance by selecting Access Group from the Security category.
An access group data instance has a single key part:
Field |
Description |
| Access Group Name |
Enter a name in the form of an application name followed by a single colon and a description of the job or user function of those users or other requestors who have this access group. For example: ConsumerLoans:Supervisor. Do not use an asterisk character(*), parentheses (), or spaces in an access group name. Begin the name with a letter and use only letters, digits, dash, ampersand, period, and colon characters. |
For best performance on a production environment, minimize the number of distinct access groups in use on a system (unless the access groups specify identical ruleset lists).