When condition rule - Completing the New or Save As form

When condition rule - 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 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 True or False as the



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)