Product 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 using the following Developer Help topics:

• Completing the Create form Designer Studio – Completing the Create form
• Completing the Save As form Completing the Save As form
• Completing the Specialization form Completing the Specialization form

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

Create a new product rule by selecting Product from the SysAdmin category.

Key parts:

The key to a product rule instance has two parts:

NOTE: Choose with care the RuleSet and version into which you place a new product rule. The direct or indirect prerequisites of that RuleSet version, as listed in the Requires RuleSets and Versions list of the RuleSet Version form, must include the RuleSets and versions to be included in the product.

Rule resolution

Product rules are rarely referenced by other rules. However, when searching for a Product rule, the system:

• Filters candidate rules based on a requestor's RuleSet list of RuleSets and versions
• Finds circumstance-qualified rules that override base rules with the same key

Class-based inheritance does not apply. Time-qualified resolution features are not available for Product rules.

Related information

Open topic with navigation