Use the Create form to add a new rule or data instance to your application.
The Create form defines one or more parts that together determine a unique record key. This form also defines the context in which a record is added to your application; the position in the ruleset stack and how it may be reused or accessed in the class hierarchy.
Use these steps to complete and submit the form:
Records can be created in various ways. Use any of the following actions to open the Create form:
Use the record configuration area of the Create form to name your record and define its key parts.
Enter a short description in the form of a sentence (with spaces) that describes the purpose of the record. It is a best practice to enter no more than 30 characters (the limit is 64).
This field is required.
The Identifier field represents the name key part of your record.
By default, this field is set to "To be determined". It then auto populates to a read-only value based on the sentence entered in the Identifier field; spaces and special characters are removed.
To manually set the Identifier to a value that is different from the Identifier, click the Edit link next to the Identifier. Update the field in the overlay and click OK to save your changes. Note that once you have explicitly set the Identifier in this manner it will no longer auto populate if a new Identifier is provided.
For additional guidance on setting the record Identifier, see Choosing good rule and data instance names.
The remaining fields in the record configuration area of the form represent additional key parts for your record. The number of key parts, types and restrictions vary by record type.
Generally, start each key part with a letter and use only letters, digits, and the dash character. For key part guidance that is specific to the type of record you want to create, click the help icon on the Create form.
Use additional configuration options to speed up the creation of your record.
Selections made in this area of the Create form are used as a starting point for the record. Using these options also allows you to directly create a record without having to first open and explicitly Save it.
Click the View additional configuration options link to include all other configuration options supported by this record type on the form. When selected, this link adds the Create and close button to the Create form header.
Click the Remove additional configuration options link to clear any selections you made to the additional configuration fields. When selected, this link removes the Create and close button from the Create form header.
Like key parts, additional configuration options vary by record type. Click the help icon on the Create form for guidance on how each configuration option affects the newly created record.
Note: Not all records support additional configuration options. Refer to Quick Create for a list of applicable record types.
Use the record context area of the Create form to specify where the record will reside in your application ruleset stack and how it may be reused in the class hierarchy.
The development branch field only appears when there are branches defined in the current application or one of the built on application layers.
Select a branch name from the list to create the record in a branched version of the ruleset specified in the Add to ruleset field. The branched rulesetversion will automatically be created and added to your development branch when the Create form is submitted if it does not yet exist.
Choose the [No branch] option to indicate the record will be created in an unlocked ruleset version.
Branches from all levels of your application stack appear in the list of development branches, regardless of the application name your have chosen in the Choose app layer field.
Define how your record will be reused by selecting the name of an application in your stack. Specifying an application name helps you define a record's full context by automatically filtering the list of available options in the Apply to and Add to ruleset fields.
Only application layers with access to the selected development branch are enabled for selection. To choose an application name that is currently disabled, you first need to set the development branch to the [No branch] option.
Note: The "Production Rulesets" option will appear as the top most option in the stack if your current Access Group has production rulesets defined. Choosing this option will restrict the Add to ruleset field only.
Select a class to which this record applies. By default, this list is populated by the cases and data types accessible by your chosen app layer. To select a class name that is not a case or data type, click the View all link.
Generally, choose an Apply to class that is the most specific — that is, the lowest in the class hierarchy — that serves the needs of your application. For example, choose MyCo-LoanDiv-MortgageApplication rather than MyCo-LoanDiv- as the Apply to class for a new flow or property, unless you are certain that the record is applicable to all the objects in every class derived from MyCo-LoanDiv-.
Select the name of a ruleset to contain the record. If the development branch is set to [No Branch] or there are no available branches to choose from, you must also specify a version for the specified ruleset name.
The ruleset name list is populated by the rulesets available to your selected app layer and additionally filtered by any restrictions set by the selected Apply to class.
The ruleset version list is populated by all unlocked versions.
Use the Project Management area of the form to link your development changes to items in your PMF worklist. These options are only available if your application is enabled for Project Management tracking .
Select an item from the list that you want to associate with this rule. This list is populated from your Project worklist. To update the list with the latest information from your integrated PMF system, use the Refresh link.
This read-only field displays when a User Story item is selected from the Project Item list. Use this field to view more information about the item.
Two additional fields display in this area when a Bug or Task item is selected from the Project Item list.
Add a development note describing the work done for the item selected in the Project Item list. The text you enter here adds an entry to the Related Updates tab of the item.
To view a list of record changes for your operator without logging into PMF, launch your PMF worklist from the Home Page and click the View Changes link. You can choose display a list of your changes from the My Changes tab or all record changes in the application from the All Changes tab.
For more information about the framework and tracking development progress, see the PDN publication Project Management Framework User Guide.
Use one of the following buttons available in the Create form header:
Several restrictions may prevent the create operation from completing. This list explains common situations:
Access to the Create form is restricted to users who hold the privilege @baseclass.ToolbarFull or @baseclass.ToolbarNew.