Hierarchy rule 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:

• Completing the Create form
• Completing the Save As form
• Completing the Specialization form

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

Create a hierarchy rule by selecting Hierarchy from the Decision category.

When a hierarchy rule is opened (copied to the clipboard), PRPC assembles the complete subtree hierarchy from the rules that share a common class and purpose, linking branch nodes into the structure.

Key parts:

A hierarchy rule has three key parts:

Field	Description
Apply to	Select the name of a class. A typical selection is a class that is derived from the Data- class.
Identifier	Enter a name for this hierarchy rule. Begin the name with a letter and use only alphanumeric, ampersand, and dash characters. The collection of hierarchy rules that have the same Apply to and Identifier key parts forms one hierarchy.
Branch	Optional. Leave blank if this rule defines an entire hierarchy or defines the topmost elements in a hierarchy that involves multiple rules. If not blank, type a name for the top element in this rule. Begin the name with a letter and use only letters, a dash character and digits. This name can also appear in as the name of an element in another hierarchy rule (with the same Apply to and Identifier key parts).

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 rule

About Hierarchy rules