Creating a Business Rule |
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Before you begin this task:
A schema fragment, or WS-AppServer model must exist prior to the creation of a rule.
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Note: Though rules can also be created on object templates, that were migrated from the previous versions of Process Platform, it is recommended to use WS-AppServer classes instead as object templates are deprecated. Refer to Using WS-AppServer Custom Class as an Alternative to Object Template for more information on the procedure and guidelines to use WS-AppServer Custom Class as an alternative to Object Template. |
During the implementation of a process, rules that apply to business objects determine the way business functions are directed towards the completion of the process. Process Platform provides a highly efficient, simple-to-use rule modeler, that enables the business user create the rules required by business.
- Depending on how you access a document, creating a rule and accessing the business object can be done in various ways. Refer to Accessing the Rule Modeler for more information.
- Define the Rule Behavior by setting the conditions and actions in the rule modeler.
- Click
on the toolbar. Alternatively, you can double-click in the Rule Definition pane to open the Rule Properties Sheet. A Property Sheet is displayed under the Rule Definition pane. You can set the properties for the rule, such as, the version of the rule, the name of the rule group it is attached, to set the rule as a mutually exclusive rule or an overriding rule and so on. For more information on the rule properties interface, refer to properties of a rule. - Click
. The Save Document dialog box appears. - Provide the Name and Description, and click
to browse and select the location to save the rule. The folder path where the rule will be created appears in the Save in Folder field.
A business rule is created.Note:
- Before publishing the rule, ensure that you have a rule group created for logical grouping of rules.
- You can test the execution of the rule, using the Rule Test Tool. For more information on using the tool, refer to Testing Rules using Rule Test Tool.
- Ensure that the Rule Management service is started before you publish or test the rule.