Extract rules - 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.

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 using the following Developer Help topics:

This information identifies the key parts and options that apply to the record type that you are creating.

Create an Extract rule by selecting Create > SysAdmin > Extract.

Extract rules have two key parts.

Field Description
Applies to Enter the name of the concrete class that corresponds to the properties being extracted.
Purpose Enter a name for this Extract rule. Begin the name with a letter, and use only letters, numbers, and hyphens.

About Extract rules