Adding a relevant record to your application

Promote a rule from a built-on application so that you can reuse it in another class. By supplementing your inherited rules with relevant rules that you choose, you can create data types and case types more quickly.

You must have permission to add relevant records to a class.

  1. In the header of Dev Studio, click Configure > Application > Inventory > Relevant Records.
  2. In the Class Name field, enter the class of a case type or data type, based on how you plan to use the rule.
  3. Click Add Record.
  4. In the Add Records dialog box, select the type and name of the rule to reuse.
    Note: For data-type classes, you can select properties (fields) only.
  5. Click Submit.