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Editing a Business Rule

The Business Rule editor allows you to edit settings for a business rule and handles Global and Local business rules differently. For more information, see the Global and Local Business Rules section of the Business Rules documentation here.

There are two ways to open the Business Rule editor in System Setup:

• Select the business rule, right-click, and select Edit Business Rule from the menu.

• Select the business rule and select the Edit Business Rule link or the Edit Business Function link on the Business Rule tab.

The Business Rule Editor for actions and conditions allows you to modify most parameters on a business rule. However, the ID, Type, and Scope, which are all shown with read-only text below, cannot be edited.

The business function editor has few options to specify since all of the work is done via the included JavaScript editor. For more information on setting up business functions, see Calling a Business Function from a JavaScript Business Rule topic in the Business Function documentation here.

Note: Global business rules can also be edited via workflows where the same global Business Rule Editor is used. For more information, see the Business Rules and Workflows topic in the Workflows documentation here.

The Business Rule Editor parameters are defined below and can be set on a condition, an action, or a function business rule:

ID Parameter

Read-only display to indicate the business rule ID assigned while creating the business rule.

Name Parameter

Displays the business rule name assigned while creating the business rule and can be modified.

Description Parameter

Displays the business rule description assigned while creating the business rule and can be modified.

Type Parameter

Read-only display to indicate the type of business rule being edited. This can be action, condition, a function, or a library.

Scope Parameter

Read-only display to indicate if the business rule is global or local.

On Approve Parameter

In the On Approve field, specify if the business rules should be run during an approval process. This only applies to global business rules. For local business rules, the setting of the workflow determine this parameter.

For details on these options, see Business Rules on Approval here.

Click the ellipsis button () to display the On Approve dialog. The 'Valid Object Types' and 'Applies if' settings determine if the condition will be tested when attempting to approve a revisable object.

• On conditions, specify to perform the validations before or after approval.

• On actions, specify to execute the action on approve, and whether to approve changes as well.

Valid Object Types Parameter

Specify the object type or types for which the business action or condition is valid. This only applies to global business rules. For local business rules, the setting of the workflow determine this parameter.

Note: Business functions do not require a Valid Object Type.

Click the ellipsis button () to display the Select Valid Object Types dialog. Select one of the following options:

• None - The business rule will not be executed or tested on any object type’s instances. Use this option to deactivate the business rule.
• All object types - The business rule will be executed or tested on all object type’s instances. It is not recommended to use this option since the rule will be executed regardless of the object type.
• Specify - The business rule will be executed or tested on the specified object type’s instances. This is the common setup since the rule will be executed only on specified object type instances.

Use the Browse or Search tab to identify and select the desired object type, Click the move right button () until all object types are displayed in the panel on the right. Use the move left button () to remove an object type from the list.

Run as Privileged Parameter

Check the Run as privileged checkbox to allow the business rule to execute functions that the user is not authorized to execute.

Operations Tab

The Operations tab allows you to add or modify the actions or conditions that apply to a business rule.

• To add a new condition or action, click the Add new Business Action or Add new Business Condition link. A new row is added to the list.
• To edit an condition or action, click the Edit Operation () button.
• To change the order of the business rules, use the up or down arrow buttons.
• To delete a business action or condition, click the X button.

For more information about actions, conditions, and functions, see the Business Actions topic (here), the Business Conditions topic (here), and the Business Functions topic (here).

Dependencies Tab

The Dependencies tab allows you to reference business rules to business libraries.

• To add a dependency, click the Add Dependency link, and type an alias. Then click the ellipsis button () and select a business library that contains JavaScript, and click OK.

For more information, see Business Libraries here.

Applies If Tab

The Applies if tab allows you to specify a precondition (a condition) to be evaluated before the business rule is applied.

• To add a new condition, click the Add new precondition link. A new row is added to the list.
• To edit a condition, click the Edit () button.
• To change the order of the conditions, click the up or down arrow buttons.
• To delete a condition, click the X button.

For more information about conditions, see the Business Conditions topic here.

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