Word Template 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 Word Template rule by selecting Word Template from the SysAdmin category.

Key parts:

A Word Template rule has two key parts:

Field

Description

Apply to

Select the class that this rule applies to. Typically, this is a class derived from the Work- base class.

You cannot choose Work- as the Apply to class; that class has restrictions.

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 use only letters, a dash character, and digits.

Rule resolution

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

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