Choosing a Specialization form

You can use a specialization form to copy a record in a new context (class, ruleset, and version). In addition, the Specialize by circumstance option lets you define one or more circumstance definitions. Choose a specialization form based on the record type that you want to create.

On the rule form, click:

• Save as > Specialize by class or ruleset
• Save as > Specialize by circumstance

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