Category 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 can copy data instances but they do not support specialization because they are not versioned.

Based on your use case, you use the Create, Save As, or Specialization form to create the record. The number of fields and available options varies by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields:

• Creating a rule or data instance
• Copying a rule or data instance
• Creating a specialized or circumstance rule

This information identifies the key parts and options that apply to the record type that you are creating.

Create a Category rule by selecting Category from the Reports category.

Key parts:

A Category rule has three key parts:

Rule resolution

When searching for a Category rule, the system filters candidate rules based on a requestor's ruleset list of rulesets and versions.

Time-qualified resolution features are not available for Category rules.

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