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 when condition rule by selecting When from the Decision category.
A when condition rule has two key parts:
Field |
Description |
|
Apply to |
Select a class to which this when condition rule applies. The list of available class names depends on the ruleset you select. Each class can restrict applying rules to an explicit set of rulesets as specified on the Advanced tab of the class form. |
|
Identifier |
Enter a name for this when condition rule. Begin with a letter and use only alphanumeric characters. Do not choose either keywords |
Referred to as Quick Create options, the fields presented in this area of the Create form are optional. Selections made here can be used as a starting point for the rule you are creating:
Field |
Description |
| When Expression |
Enter a expression that evaluates to true or false. Type a single period and use the SmartPrompt to access a list of properties. These are examples: .BalanceRemaining > 0.0 .pyLabel !="Maryland" @PageExists("myPage", tools) |
When searching for instances of this rule type, the system uses full rule resolution which: