Copying a rule or data instance

Use the Save As form to copy 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 creates default values for the new record's context.

The Save As and Specialize by toolbar tools are restricted to those users who hold the privilege @baseclass.ToolbarFull or @baseclass.ToolbarSaveAs.

Note: Because 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.

1. Open the record you want to copy and complete one of the following steps.

   • If the record is locked, select Save As.
   • If the record is unlocked, select Save > Save As.
2. Review the record configuration to determine what key parts to change.
Note the following.

• If you are not changing the context for this record (ruleset, ruleset  version or Apply to class), you must change at least one key part in the record configuration.
• Additional configuration options (also known as Quick Create options) are not available when copying a rule.
• If the record type you are copying has name restrictions, the Identifier field appears as not editable.

3. Review the record context to determine what fields to change.
Note the following.

• If you are not changing the configuration for this record (for example, short description or key parts) you must change at least one item in the record context.
• When copying a rule with Final availability and not changing any key parts, you must select the same ruleset name and a higher version number. By definition, you cannot override a Final rule with another rule in a different ruleset.

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 scenarios:

• The record Identifier is unchanged, and
• The original record status is not internal, and
• One of the following conditions is met:
  • Add to ruleset name is changed
  • Apply to  class is changed
  • The original record has a circumstance defined

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.

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

1. From the Project Item list, select from the list an item that you want to associate with this rule. This list is populated from your Project worklist. If you selected a bug or task, complete the following steps.
   1. Enter the amount of time (in hours) you have spent working on this item since the last time it was updated in the Additional worked field. The time you enter here is added to the Actual Hours of the item.
   2. Enter the amount of time you estimate that it will take to complete the item in the Remaining hours field.
2. In the Note field, enter information describing the work done for the item. The text you enter here adds an entry to the Related Updates tab of the item.
3. To view a list of record changes for your operator without logging into PMF, start your PMF worklist from the Designer Studio home page and click the View Changes link. You can 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, refer to the appropriate of the user guide for your version of PMF. Publications are available on the PDN at Project Management Framework (PMF).

5. Click Create and open to create the record and view the record form. If errors on the form prevent the record from successfully saving, it is not created until you resolve the issue and click Save.

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