When condition rule
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 when condition rule by selecting When from the Decision category.

Key parts

A when condition rule has two key parts:

Field

Description

Apply to

Select a class to which this when condition rule applies.

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 when condition rule. Begin with a letter and use only alphanumeric characters.

Do not choose either keywords True or False as the Identifier value.

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
When Expression

Enter a expression that evaluates to true or false. Type a single period and use the SmartPrompt to access a list of properties. These are examples:

.BalanceRemaining > 0.0

.pyLabel !="Maryland"

@PageExists("myPage", tools)

Rule resolution

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

Up About When Condition rules

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