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Completing the Create, Save As or Specialization form

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Records can be created in various ways. You can add a brand new record to your application or copy an existing one. Existing rules can be specialized by creating a copy into a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. Data instances may be copied but do not support specialization as they are not versioned.

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

This help topic then identifies the key parts and options that are applicable to the record type you are creating.

Create a constraints rule by selecting Constraints from the Decision category.

Key parts:

A constraints rule has two key parts:

Field

Description

Apply to

Select a class for this rule. At runtime, a clipboard page of this class must be a top-level page. The properties to be constrained may be in this class (or in the class of an embedded page).

You cannot use a Rule-Declare-* class or any ancestor of the Rule-Declare- class (including @baseclass) here. You cannot use a class derived from the Code- or Embed- class here.

Identifier

Enter a name for this constraint, unique within the Apply to class. Begin the name with a letter and use only alphanumeric, ampersand, and dash characters.

No other rules explicitly reference this Identifier value. However, because of normal class inheritance, a constraints rule named MaximumLimit at one level in the class structure may override (and so prevent execution of) a constraints rule named MaximumLimit at a higher level in the class structure.

Rule resolution

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

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