You can create a specialized or circumstance rule to create a variant of the rule that
can be triggered only conditionally. The created rule is resolved and active only when the
specified conditions are met. Create specialized or circumstance rules to address dynamic
business requirements without changing the core logic every time. For information about rule
resolution exceptions and how they might affect circumstance rules, see
Rule resolution exceptions.
The
Save As
and
Specialize by
toolbar tools
are restricted to those users who hold the privilege
@baseclass.ToolbarFull
or
@baseclass.ToolbarSaveAs.
Because the Specialization forms share most of the fields and functionality on the Create
form, only exceptions and special cases are outlined in this topic.
-
On the rule form, complete one of the following steps.
-
Create a rule that is specialized by class or ruleset.
-
Select
Save as > Specialize by class or ruleset.
- Provide a name for the specialized rule.
-
Create a circumstance rule.
-
On the rule form, click
Save as > Specialize by
circumstance.
- Enter a name for the circumstance rule.
-
Select one of the following types of circumstance:
Template
or
Property and Date.
-
Click
Template
to create a template rule
circumstance (by multiple properties) and then provide a template and a
definition against which the template is evaluated. You must have at least
one circumstance template rule created before you use it for circumstancing.
-
Click
Property and Date
to create a circumstance
of a rule by a property, date, or a combination of both.
-
To create a property circumstance rule, provide the name of a
property (for example,
.pyStateName
) in the
Property
list and its expected value within
quotation marks (for example, “MA”) in the
Value
box.
- To create a date circumstance rule, enter a Date type property, start
date, end date, or a combination of all of the options.
Date combinations and business requirements
lists the possible
date combinations and the business-logic requirements they meet.
If you do not specify a date property, the specified time period is
always evaluated against the current system date.
This rule is active during the specified time interval. At all other
times, the base rule is active. During rule resolution, if two or more
date circumstance versions are candidates at the current time and date,
the application selects the candidates with the nearest end date. Of
these, if multiple remaining candidate rules have the same end date, the
application picks the candidate with the most recent start date.
- Optional:
To override the default work item that your application
associates with this development change, press the Down Arrow key in the Work
item to associate field, and then select a work item.
-
Update the values in the
Context,
Apply
to, and
Add to ruleset
lists as appropriate.
-
Click
Create and open.