Marking records as relevant records

Promote reuse in data types and case types by marking a rule as a relevant record on its rule form. For example, you can mark a property as a relevant record to reuse it as an inherited record in child classes.

  1. Open the rule form of a record that you want to mark as a relevant record.
    You can mark the following record types as relevant:
    • Property
    • Section
    • Harness
    • Paragraph
    • Correspondence
    • Flow
    • Flow action
  2. In the top-right corner of the rule form, click Actions > Mark as relevant record.
    Note: A record that is added in this way is marked as relevant for its Applies to class.
  3. Optional: To verify that the record has been added as relevant for the class, click View on the confirmation message and review the relevant records landing page.