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Work Parties rulesRecords 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 work parties rule by selecting Work Parties from the Process category.
Key parts:
A work parties rule has two key parts:
Field |
Description |
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Apply to |
Select the class (derived from the Work- base class) for which you are creating this work parties rule. 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. |
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Identifier |
Enter a name. By convention, create one instance in each Apply to class named When you add a case type using the Case Designer, the system creates an instance of the standard rule Work-.pyCaseManagementDefault in the Apply to class. This rule contains the Customer role, which is used in standard case management work forms. |
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 Work Parties rules