Validate rules - Completing the New or Save As form

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Validate rules Completing the Create, Save As, or Specialization form
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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 validate rule by selecting Validate from the Process category.

Key parts:

A validate rule has two key parts:

Field

Description

Apply to

Select a class to which this validate rule applies. Typically, validate rules in business process applications apply to a class derived from the Work- base class or Data- base class.

You cannot create rules with Work- as the Apply to class. Instead, choose a class derived from Work-, such as a work type or work pool container class. In many cases, the Save As dialog box defaults a container class for this field. See Copying standard rules from the Work- class.

The list of available class names depends on the ruleset you select. Each class can restrict applying rules to an explicit set of rulesets as specified on the Advanced tab of the class form.

Identifier

Enter a name for this validate rule, starting with a letter and containing only alphanumeric characters.

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 Validate rules

Open topic with navigation

Validate rulesCompleting the Create, Save As, or Specialization form

Key parts:

Field

Description

Rule resolution

Validate rules
Completing the Create, Save As, or Specialization form