Flow Actions - Completing the New or Save As form

Flow Actions - Completing the Create, Save As, or Specialization form

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.

Create a flow action by selecting Flow Action from the Process Category.

Key parts:

A flow action has two key parts:

Field Description
Apply to Select the name of a class, typically a class derived from the Work- base class.

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.

Note: When work items in your application contain an embedded page or pages that can be any one of multiple Data- classes, choosing a Data- class for the Apply to key part of a flow action can be beneficial. See PDN article How to create flows that operate on embedded pages of a work item.
Identifier Enter a name for this flow action. Begin the name with a letter and follow the rules for a Java identifier. See How to enter a Java identifier.

Additional creation options

Field Description

To mark the new rule as JSR 168 compliant, select the name of a template rule to copy.

Specify PortletAction to create a flow action that uses portlet-compliant HTML and can be displayed in a portlet window on a portal server through Service Portlet rules.

Rule resolution

When searching for instances of this rule type, the system uses full rule resolution which:

  • Filters candidate rules based on a requestor's ruleset list of rulesets and versions
  • Searches through ancestor classes in the class hierarchy for candidates when no matching rule is found in the starting class
  • Finds circumstance-qualified rules that override base rules
  • Finds time-qualified rules that override base rules

About Flow Actions