Decision Data rules
Completing the Create, Save As, or Specialization form

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 using the following Developer Help topics:

• Completing the Create form Designer Studio – Completing the Create form
• Completing the Save As form Completing the Save As form
• Completing the Specialization form Completing the Specialization form

This help topic help topic identifies the key parts and options that are applicable to the record type you are creating.

Note: When using the Create form for decision data rules, the decision data class definition you select impacts the rule elements that business user can control. For details, see the Data tab. When using the Save As form for decision data rules, you cannot change the decision data class definition selected when creating the rule.

Create a decision data rule by selecting Decision Data from the Decision category. Besides identifying the instance and its context, you select the decision data template by selecting the class that contains the decision data definition. The context of a new decision data instance can be the same class as the decision data class definition or a different class.

Decision data definition class

Rule resolution

When searching for rules of this type, the system:

• Filters candidate rules based on a requestor's ruleset list of rulesets and versions
• Searches through ancestor classes in the class hierarchy for candidates when no matching rule is found in the starting class

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

Open topic with navigation