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 a guided tour rule by selecting Guided Tour from the User Interface category.
A guided tour rule has two key parts:
Field |
Description |
|
Apply to |
Select a class that this rule applies to. In most cases, select the name of the class that contains the work items that the rule supports. Choose the class that is most specific to the application and its work items, rather than a general Work- class. Typically the class you specify in this field is derived from the Work- base class. |
|
Identifier |
Specify a name for this rule. Begin the name with a letter and use only letters, numbers, the ampersand character, and hyphens to form a Java identifier. For more information, see How to enter a Java identifier. |
When searching for rules of this type, the system:
Time-qualified and circumstance-qualified rule resolution features are not available for this rule type.