Word Template rules –
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.
Create a Word Template rule by selecting
Word Template
from the
SysAdmin
category.
Key parts:
A Word Template rule has two key parts:
| Field | Description |
|---|---|
| Apply to |
Select the class that this rule applies to. Typically, this is a class derived from the
Work-
base class.
You cannot choose Work- as the Apply to class; that class has restrictions. 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 | Enter a name for this rule. Begin the name with a letter, and use only letters, numbers, and a hyphen. |
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