Service Email 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.

NOTE:The Email Wizard can also be used to create a Service Email rule. Select> Integration > Email Wizard.

Create a Service Email rule by selecting Service Email from the Integration-Services category.

Key parts:

A Service Email rule has three key parts:

Field

Description
Customer Package Name

SmartPromptSelect the name of a service package (instance of the Data-Admin-ServicePackage class).
OldThe service package EmailDefault, included in some releases, is not an initial data instance in V5.5+. You can create a service package with that name. This name has no special significance.
Customer Class Name Enter the name of the service class; this name is used only to group related service rules. Start the name with a letter and use only letters and digits.

Identifier

Enter a name of the service method. Begin the name with a letter and use only letters, digits, or dashes.

Rule resolution

When searching for a Service Email rule, the system filters candidate rules based on the requestor's RuleSet list of RuleSets and versions. Because all email services share the EmailDefault service package, they all have the same access group, RuleSet list, and so on unless they run as authenticated users. It is, however, possible to create other email service packages.

Service Email rules cannot be qualified by circumstance or time.

Older Service Email rules

OLDYour upgraded V5.5 system may contain Service Email rules created in earlier versions, where the Service Package or Service Class fields are blank. These rules remain valid, although in new rules these two key parts may not be blank.

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