Defining the record configuration (creating a rule or data instance step 2)

Use the record configuration area of the Create form to name your record and define its key parts.

Label

Enter a short description in the form of a sentence (with spaces) that describes the purpose of the record. As a best practice, specify no more than 30 characters (the limit is 64).

This field is required.

Identifier

The Identifier field represents the name key part of your record.

By default, this field is set to "To be determined". It then auto populates to a read-only value based on the sentence entered in the Identifier field; spaces and special characters are removed.

To manually set the Identifier to a value that is different from the Identifier, click the Edit link next to the Identifier. Update the field in the overlay and click OK to save your changes. Note that once you have explicitly set the Identifier in this manner it will no longer auto populate if a new Identifier is provided.

For additional guidance on setting the record Identifier, see Choosing rule and data instance names.

Key parts

The remaining fields in the record configuration area of the form represent additional key parts for your record. The number of key parts, types, and restrictions vary by record type.

Generally, start each key part with a letter and use only letters, numbers, and hyphens. For key part guidance that is specific to the type of record you want to create, click the help icon on the Create form.

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