Circumstance Template rules
Completing the Create, Save As or Specialization form
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Records can be created in various ways. You can add a new record to your application or copy an existing one. You can specialize existing rules by creating a copy in a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. You may copy data instances but they 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 identifies the key parts and options that are applicable to the record type you are creating.

Create a circumstance template rule by selecting Circumstance Template from the Technical category.

NOTE: You must create at least one instance of a circumstance template rule before you create a circumstance definition rule.

Key parts:

A circumstance template rule has two key parts:

Field

Description

Apply to

Select the class to which this rule applies.

Identifier

Enter a unique name for this rule within this class, beginning with a letter and using only alphanumeric, underscore, and dash characters. This key corresponds to the Template Name key used by a circumstance template rule in the same Apply to class.

For information on how circumstance template and circumstance definition rules are used in multivariate circumstancing, see PDN article How to create a rule with multiple circumstance properties.

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