Service Email 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.

Note: The Email Wizard can also be used to create a Service Email rule. Select Dev Studio > Integration > Email Wizard .

Create a Service Email rule by selecting Service Email from the Integration-Services category.

A Service Email rule has three key parts:

Field Description
Customer Package Name Select the name of a service package (instance of the Data-Admin-ServicePackage class).
Customer Class Name Enter the name of the service class; this name is used only to group related service rules. Start the name with a letter and use only letters and digits.
Identifier Enter a name of the service method. Begin the name with a letter and use only letters, numbers, and hyphens.
Note: Your system might contain Service Email rules in which the Service Package or Service Class fields are blank. These older rules remain valid; although, new rules must include these two key parts.