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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 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 section by selecting Section from the User Interface category.

Key parts:

A section has two key parts:

Field

Description

Apply to

Select a class that this section applies to. In most cases, select the name of the class that contains the work items that the section supports. Choose the class that is most specific to the application and its work items, rather than a general Work- class.

In special cases a section can apply to a class derived from the Data-, Embed- or Assign- base class. For example, a section may display properties of the class Embed-OrderDetails, where the work item contains a Page List property named CustomerOrder that applies to the Embed-OrderDetails property.

Identifier

Enter a name for this section. Begin the name with a letter and use only alphanumeric, ampersand, and dash characters to form a Java identifier. See How to enter a Java identifier.

Additional creation options

Referred to as Quick Create options, the fields presented in this area of the Create form are optional. Selections made here can be used as a starting point for the rule you are creating:

Field

Description
Template

Select the name of a template to copy.

Specify PortletSection to create a section that uses portlet-compliant HTML and can be displayed in a portlet window on a portal server through Service Portlet rules.

Rule resolution

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

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