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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.

This rule form is reserved for future use.

Create a new batch process by selecting Batch Process from the Technical category.

Key parts:

Field

Description

Apply to

Specify the class that this batch process applies to.

The list of available class names may depend on the ruleset you select. Each class may restrict rules applying to that class to an explicit set of rulesets as specified on the Advanced tab of the class form.

Identifier

Enter a name for this activity, starting with a letter and containing only alphanumeric and dash characters. Choose a name that is unique within the Apply to class. The name must be a valid Java identifier; see How to enter a Java identifier.

Rule resolution

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

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