Business Rules

The Business Rules Wizard allows you to set Variables and Business Rules. Business Rules limit scripting required. A Variable or a Business Rule can be relevant to the entire site, more than one Process Group, a Process Group or a Process. Business Rules and Variables are grouped in Categories and Sub-categories. All Business Rules and Variables must be within a Category or a Sub-category.

It is very much up to the Configuration Consultant to determine how to structure the Categories. The following two examples will be discussed in this documentation.

Example 1

Create Categories for a) Global Variables and then Categories for Business Rules relating to b) Opportunity Risk – a Process Group and c) Risk Assessment – another Process Group.

Example 2

To create, as required, a Category for each Process Group, for example, Human Resources and then add Variables and Business Rules relevant to that Process Group (Human Resources) in the Human Resources Category. Event Management could be another Category. You will create Variables and Business Rules relating to all Processes in this Event Management Category.

The most imported thing to remember is that all Variables and all Business Rules must always be created within a Category.

Creating Business Rules Categories

1. On the ribbon, click the Wizards
2. In the Business Rules group, click Manage Rules.
3. Create the Category first (if you do not have the relevant Category already) by dragging the Category icon over to the Work Area.
4. Click Properties and provide the Description and Name Properties (in this figure Risk Assessments Category for Description and RiskAssessmentCat for Name).
5. (Not shown) On the ribbon, click the File tab then click Save or press CTRL+S to save your Category.

Creating a Variable

In the following figure, we are going to create a variable in the RiskAssessmentCat. (We could have created a variable in the Global Variable Category – if the variable was relevant to all Process Groups, but for this example, we are creating it in the RiskAssessmentCat because this Variable is relevant to the Risk Assessment Group of Processes only.)

1. (Not shown) Double-click the Category that you have created (RiskAssessmentCat) in the previous figure.
2. From the Toolbox, drag the Variable icon (under Business Rules) to the Work Area.
3. Click Properties.
4. Click the relevant variable and provide the Description and Name Properties as required. The Name property will be used in the Business Rules Editor.
5. On the ribbon, click the File tab then click Save or press CTRL+S to save your Variable.

Creating a Business Rule

1. (Not shown) Double-click the relevant Category (RiskAssessmentsCat in the following figure) from the Categories
2. (Not shown) In the Toolbox window, drag the Business Rules icon to the Work Area.
3. Click the New Business Rule in the Work Area as shown in the previous figure.
4. Click the Properties.
5. Provide the Description and Name properties and click Value. The Business Rule Editor will open.
6. Define the Rule as required as shown in the following figure.

Note: The use of the previously created Global Variable RI1BaseRisk and the use of Parameters (as passed by the ActivityA specific step in a process.  It will be the user interface for that step (web form or a screen), for example, the Leave Application (screen interface or web form) will be the first Activity in the Leave Requisition process.  The Leave Application Authorization will be the second step or Activity in the Leave Requisition process.  One Process can have multiple activities.).

7. Click Save within the Business Rules Editor.
8. On the ribbon, click the File tab then click Save or press CTRL+S to save your changes.

Deployment of Business Rules

It is necessary to deploy Business Rules every time changes have been made to Categories, Subcategories, Business Rules, and Variables. Existing scripts using them will not be updated with the New Business Rule or Variable automatically.

1. On the ribbon, click the Wizards
2. Click Publish Business Rules in the Business Rules group.

The Use of a Business Rule in an Activity

1. Click the relevant Process Group.
2. Click the relevant Process.
3. Click the relevant Activity. The Activity, Fill in a new application in the Risk Assessment Process is shown in the following figure.
4. Select Click to enable Script IDE check box as shown in the following figure.

5. (Not shown) Double-click the Object RA10110Risk. The Script Editor will open.

6. Click Business Rules Explorer as indicated on the tab on the left-hand side.
7. Expand the RiskAssessmentsCat as indicated below (created in previous steps).
8. Drag the Business Rule RI1RiskAssessmentRule to the Scripting Area.
9. Edit as indicated above providing the temporary fields with Activity Object values and using Global Variables (drag and drop) as required.
10. Provide the object name that will contain the result as indicated in the previous figure.
11. On the ribbon, click the File tab then click Save or press CTRL+S to save the script.
12. On the ribbon, click the File tab then click Save or press CTRL+S to save the activity.