Case Type rules
Completing the Create, Save As or Specialization form

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 may copy data instances but they 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 identifies the key parts and options that are applicable to the record type you are creating.

Create a case type rule by selecting Case Type from the Process category.

Key parts:

A case type rule has two key parts:

In Federated Case Management configurations, for any cases to be viewed or processed remotely, you must use the Case Designer on each system in the federation to create abstract remote case types and case type rules. See Case Type rules - Completing the Advanced tab. Be careful not to delete the rules.

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

About Case Type rules

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