Setting rules
Completing the Create New or Save As form

Records can be created in various ways. You can add a brand new record to your application or copy an existing one. Existing rules can be specialized by creating a copy into a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. Data instances may be copied but do not support specialization as they are not versioned.

Based on your use case, the Create, Save As or Specialization form is used to create the record. The number of fields and available options vary by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields:

• Completing the Create form
• Completing the Save As form
• Completing the Specialization form

This help topic then identifies the key parts and options that are applicable to the record type you are creating.

Create a setting rule by selecting Setting from the Security category.

Key parts:

A setting rule has two key parts:

Rule resolution

When searching for rules of this type, the system:

• Filters candidate rules based on a requestor's RuleSet list of RuleSets and versions
• Searches through ancestor classes in the class hierarchy for candidates when no matching rule is found in the starting class.

Time-qualified and circumstance-qualified rule resolution features are not available for this rule type.

About Setting rules