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 correspondence fragment rule by selecting Correspondence Fragment from the Process category.
A correspondence fragment rule has two key parts:
Field |
Description |
| Stream Name | Enter a name of your choice for this fragment. Begin the name with a letter and use only letters, numbers, the ampersand character, and hyphens. |
| Correspondence Type | Identify a correspondence type in which this fragment is to be available. (A correspondence type is a key to a Rule-CorrType instance.) |
When searching for a correspondence fragment rule, the system: