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Business Rules

Business rules are units of business logic that are stored as objects in System Setup. Business rules are used for many different purposes in STEP and come in three variants:

 

Input

Output

Side effects allowed

Business actions

Current object, current event batch, etc. provided by the context in which the action is executed. For more on business actions, see the Business Actions topic here.

None

Yes

Business conditions

Current object, current event, etc. provided by the context in which the condition is evaluated. For more on business actions, see the Business Conditions topic here.

Boolean result of evaluating the condition and a message for the user

No

Business functions

Input parameters defined by the function and provided by the functionality evaluating the function. For more on business functions, see the Business Functions topic here.

Result of evaluating the function

No

A fourth type of business rule, business library, allows users to define JavaScript library functions that can be called from other JavaScript-based business rules. For more information on business libraries, see Business Libraries topic documentation here.

For more information on differentiating between scenarios where one business rule is more useful than another, see the Business Rule Common Use Cases topic in the Business Rules documentation here.

Setup Requirements

The following set up is required to use business rules:

  1. Perform the one-time setup steps described in Initial Set Up for Business Rules here.
  2. Create a business rule as described in Creating a Business Rule or Library here.
  3. Edit the business rule as described in the Editing a Business Rule (here), or Editing a Business Library (here).
  4. Test the business rule as described in Testing a Business Rule here.

Additional Information

The following information is useful prior to creating and after a business rule is set up:

  1. Review the most common ways to use business rules as described in Using Business Rules in STEP here.
  2. Review the decisions that affect how a business rule runs as described in Running a Business Rule here.
  3. Maintain or modify global business rules as described in Maintaining a Global Business Rule here.
  4. To understand more about the business functions and how to use them, see Calling a Business Function from a JavaScript Business Rule here.
  1. Delete a business rule as described in Deleting a Business Rule or Library here.

  2. Maintain or modify local business rules as described Business Rules and Workflows here.

  3. Understand the differences between global and local business rules as described in Global and Local Business Rules here.

  4. Export business rule definition for comparison purposes in an external source control system as described in Exporting Business Rule Definitions as Comments here.

 

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