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Completing the New or Save As form for Access When rules

Suggest edit Updated on June 30, 2021

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 can copy data instances but they do not support specialization because they are not versioned.

Create an Access When rule by selecting Access When from the Security category.

An Access When rule has two key parts:

FieldDescription
Apply to Select the class to which this Access When condition applies.

For Access When rules that restrict the opening, modification, or deletion of rules, use Rule- as the Apply to class.

When Name Enter a name for this rule. Begin the name with a letter and use only letters, numbers, the ampersand character, and hyphens.

As a best practice, start the name with a capital letter.

Do not enter either of the keywords True or False as the When Name.

Additional creation options

FieldDescription
When expression Enter an expression that evaluates to true or false. Type a single period and use the SmartPrompt to access a list of properties. Note: The string expression you define here is used to allow or disallow, a user from performing an operation or accessing information (instances of a specific class).
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