Report Definitions - Completing the Create, Save As, or Specialization form

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Report Definitions - 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 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:

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

Key parts:

A report definition has two key parts:

Field

Description

Apply to

Select a class that this report definition applies to. Select a concrete class, or select a work pool to report on all work types in the work pool. (Such reports can present only properties that are common to all work types in the work pool.)

Notes:

You cannot use an external class as the Apply to class.
For certain uses, you can select an abstract class (such as Work-) for this field. When you run a report definition with an abstract Apply to class, the system determines a work pool, or a single concrete class that is the source of the report contents. For example, a report definition with Work- as the Apply to class can present drill-down details that are referenced in another report definition. (The other report definition has a concrete work type as the Apply to class.)
To create a report on a framework class that can dynamically report on implementation classes, select the concrete Apply to class in the framework, and select the Report on descendent classes check box when creating the report.

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

Specify a name that is a valid Java identifier. Begin the name with a letter, and use only letters, numbers, and hyphens. See How to enter a Java identifier.

Rule resolution

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

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
Finds circumstance-qualified rules that override base rules
Finds time-qualified rules that override base rules

Report Definition rule form

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