Copying a rule or data instance
Save time and speed up the development process of your application by promoting reuse of resources. Instead of creating a new record that might be similar to a rule that already exists, copy an existing rule and then make the necessary changes.Consider a scenario in which you copy a service-level agreement rule that defines goals and deadlines for customer service representatives (CSRs) to follow when CSRs review loan requests, and then change some elements of the rule to adjust it to reviewing mortgage requests. For example, you can make the goal longer.
- In the navigation pane of Dev Studio, navigate to the record that you want to copy.
For example: To copy a service-level agreement rule, click , as in the following example:
- In the list of instances, open the instance that you want to copy.
- In the rule form header, select an action to copy the rule:
- If the record is in a locked ruleset, click Save as, as in the following example:
- If the record is in an unlocked ruleset, click , as in the following example:
- Review the record label and identifier to determine which key parts you can
change.Consider the following factors:
- If you plan to leave the context for this record unchanged, change the identifier.
- If the record type that you want to copy has name restrictions, the Identifier field appears as not editable.
- In the Context section, review the record context to determine
what information about the storage of the record in your application you can change.Consider the following factors:
- If you plan to leave the label and identifier unchanged, change at least one element of the context of the record. You can change a branch that stores the record, a class that applies to the record, a ruleset, and a ruleset version.
- If you copy a rule with Final availability and leave the key parts unchanged, select the same ruleset name and a higher version number. By default, you cannot override a Final rule with another rule in a different ruleset.
- When you copy a rule, you cannot define the rule availability. The system clears the
rule availability when the record identifier is unchanged, and the rule meets any of
- the ruleset is unchanged
- the class that applies to the record is unchanged
- the original record is specialized by circumstance
- Optional: To override the default work item that your application
associates with this development change, press the Down arrow key in the Work
item to associate field, and then select a work item.For more information about your default work item, see Setting your current work item.
- Click Create and open.
Result: The rule form opens. Previous topic Creating rules Next topic Naming conventions for records