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 articles:
This information identifies the key parts and options that apply to the record type that you are creating.
Create a Parse Normalize rule by selecting Parse Normalize from the Integration-Mapping category.
A Parse Normalize rule has two key parts:
Select the name of the class to which this rule applies.
The list of available class names depends on the ruleset that you select. Each class can restrict applying rules to an explicit set of rulesets as specified on the Advanced tab of the class form.
|Enter a name for this rule. Begin the name with a letter and use only letters, numbers, and hyphens.