Portal rules -

Portal 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.

You can create a portal rule by selecting Portal from the User Interface category from the Dev Studio.

Key parts:

A portal rule has a single key part:

Field Description
Label Enter a name for the portal rule that starts with a letter and uses only letters, numbers, and hyphens.

Rule resolution

When searching for a portal rule, the system:

  • Filters candidate rules based on a requestor's RuleSet list of RuleSets and versions
  • Finds circumstance-qualified rules that override base rules with the same key

Time-qualified resolution features are not available for portal rules. The class hierarchy is not relevant to rule resolution for portal rules.