Correspondence 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 correspondence rule by selecting Correspondence from the Process category.

Key parts:

A correspondence rule has three key parts:

Field

Description

Apply to

Select the class of the page that is to be the basis for stream generation of correspondence from this rule. Typically, this is a class derived from the Work- base class.

If this stream has no associated page and is to be referenced only with the <pega:include ..>JSP tag in other correspondence rules, do not create a correspondence rule (Rule-Obj-Corr rule type). Instead, create a correspondence fragment (Rule-Corr-Fragment rule type).

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

Identifier

Enter a name for this rule. Begin the name with a letter and follow the rules for a Java identifier. See How to enter a Java identifier.
Correspondence Type

Select a correspondence type, the name of a Rule-CorrType rule, to indicate the medium by which this correspondence is to be sent, such as Email or Letter.

Rule resolution

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

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