Back Forward Collection rules
Completing the Create, Save As or Specialization form

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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:

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

Create a Collection rule by selecting Collection from the Technical category.

Key parts:

This rule has two key parts:

Field

Description

Apply to

Select a class for this rule.

Identifier

Enter a name for this collection rule. Begin the name with a letter and use only alphanumeric, ampersand, and dash characters.

Rule resolution

When searching for instances of this rule type, the system uses full rule resolution which:

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