Creating a specialized or circumstance rule

You can create a specialized or circumstance rule to create a variant of the rule that can be triggered only conditionally. The created rule is resolved and active only when the specified conditions are met. Create specialized or circumstance rules to address dynamic business requirements without changing the core logic every time.

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

Because the Specialization forms share most of the fields and functionality on the Create form, only exceptions and special cases are outlined in this topic.

1. On the rule form, complete one of the following steps.
   • Create a rule that is specialized by class or ruleset.
   Complete the following steps.

   1. Select Save as > Specialize by class or ruleset.

   2. Provide a name for the specialized rule.

   • Create a circumstance rule.
   Complete the following steps.

   1. On the rule form, click Save as > Specialize by circumstance.
   2. Enter a name for the circumstance rule.
   3. Select one of the following types of circumstance: Template or Property and Date.
      • Click Template to create a template rule circumstance (by multiple properties) and then provide a template and a definition against which the template is evaluated. You must have at least one circumstance template rule created before you use it for circumstancing.

      • Click Property and Date to create a circumstance of a rule by a property, date, or a combination of both.

        • To create a property circumstance rule, provide the name of a property (for example, .pyStateName) in the Property list and its expected value within quotation marks (for example, “MA”) in the Value box.
        • To create a date circumstance rule, enter a Date type property, start date, end date, or a combination of all of the options.

        Date combinations and business requirements lists the possible date combinations and the business-logic requirements they meet.

        If you do not specify a date property, the specified time period is always evaluated against the current system date.

        This rule is active during the specified time interval. At all other times, the base rule is active. During rule resolution, if two or more date circumstance versions are candidates at the current time and date, the application selects the candidates with the nearest end date. Of these, if multiple remaining candidate rules have the same end date, the application picks the candidate with the most recent start date.
        

2. 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).

3. Update the values in the Context, Apply to, and Add to ruleset lists as appropriate.
4. Click Create and open.

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