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 circumstance template rule by selecting Circumstance Template from the Technical category.
You must create at least one instance of a circumstance template rule before you create a circumstance definition rule.
A circumstance template rule has two key parts:
Field |
Description |
|
Apply to |
Select the class to which this rule applies. |
|
Identifier |
Enter a unique name for this rule within this class, beginning with a letter and using only letters, numbers, the underscore character, and hyphens. This key corresponds to the Template Name key used by a circumstance template rule in the same Apply to class. |
For information on how circumstance template and circumstance definition rules are used in multivariate circumstancing, see PDN article How to create a rule with multiple circumstance properties.