Work Parties 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 work parties rule by selecting Work Parties from the Process category.

Key parts:

A work parties rule has two key parts:

Field

Description

Apply to

Select the class (derived from the Work- base class) for which you are creating this work parties rule.

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. By convention, create one instance in each Apply to class named Default. Begin the name with a letter and use only letters, numbers, and a dash character.

When you add a case type using the Case Designer, the system creates an instance of the standard rule Work-.pyCaseManagementDefault in the Apply to class. This rule contains the Customer role, which is used in standard case management work forms.

Rule resolution

When searching for rules of this type, the system:

Time-qualified and circumstance-qualified rule resolution features are not available for this rule type.

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