Guided Tour rulesCompleting the Create or Save As form

You are here: Reference > Rule types > Guided Tours > Guided Tour rules - Completing the New or Save As..form

Guided Tour rules Completing the Create or Save As form
About New Definition Presentation More... History

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 guided tour rule by selecting Guided Tour from the User Interface category.

Key parts:

A Guided Tour rule has two key parts:

Field

Description

Apply to

Select a class that this rule applies to. In most cases, select the name of the class that contains the work items that the rule supports. Choose the class that is most specific to the application and its work items, rather than a general Work- class.

Typically the class you specify in this field is derived from the Work- base class.

Identifier

Specify a name for this rule. Begin the name with a letter and use only letters, numbers, the ampersand character, and hyphens to form a Java identifier. See How to enter a Java identifier.

Rule resolution

When searching for rules of this type, the system:

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

Time-qualified and circumstance-qualified rule resolution features are not available for this rule type.

User Interface category

Open topic with navigation