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Completing the Save As form

Use the Save As form to copy an existing rule or data instance.

Overview

The Save As form copies an existing record's functionality to a new record with unique key parts. This form is pre-populated with the original record's key parts and intelligently defaults values for the new record's context. All fields on the form are editable so you can customize how the copy is created.

Use these steps to complete and submit the form:

  1. Open the Save As form
  2. Review original record details
  3. Edit the record configuration
  4. Edit the record context
  5. Track changes in PMF (optional)
  6. Create the record

Note: Since the Save As form displays a subset of the fields and functionality found on Create form, only exceptions and special cases are outlined in this topic. For general definitions and instruction on how to define a record's configuration and context, see Completing the Create form.

Step 1: Open the Save As form

Locate the record you want to copy. Open the Save As form by using one of the form header buttons:

Step 2: Review original record details

The Save As form header text uses the following format: Save As [record type] [original record short description]

Hover over the [original short description] to review details about the record you are copying:

This information is useful since the Save As form intelligently defaults the record context fields based on your last Save As operation.

Step 3: Edit the record configuration

Review the record configuration to determine what key parts to change:

Step 4: Edit the record context

Review the record context to determine what fields to change:

Note: Although record availability cannot be set directly on the Save As form, it will be automatically cleared for your newly created record under the following Save As scenarios:

To review a record's status and availability, open the record form in the work space and click the status or availability type in the form header.

Step 5: Track changes in PMF

Use the Project Management area of the form to link your development changes to items in your PMF worklist. These options are only available if your application is enabled for Project Management tracking .

Project Item

Select an item from the list that you want to associate with this rule. This list is populated from your Project worklist. To update the list with the latest information from your integrated PMF system, use the Refresh link.

Description

This read-only field displays when a User Story item is selected from the Project Item list. Use this field to view more information about the item.

Effort tracking

Two additional fields display in this area when a Bug or Task item is selected from the Project Item list.

Note

Add a development note describing the work done for the item selected in the Project Item list. The text you enter here adds an entry to the Related Updates tab of the item.

To view a list of record changes for your operator without logging into PMF, launch your PMF worklist from the Home Page and click the View Changes link. You can choose display a list of your changes from the My Changes tab or all record changes in the application from the All Changes tab.

For more information about the framework and tracking development progress, see the PDN publication Project Management Framework User Guide.

Step 6: Create the record

Use one of the following buttons available in the Save As form header:

Troubleshooting

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