This documentation supports the 20.02 version of BMC Helix Platform. 
To view an earlier version, select 19.11 from the Product version menu.

Rule designer elements

Rule designer provides drag and drop elements that can be used to create a business rule. These elements are available in the Palette section of the Rule designer user interface.

Note

Application business analysts can customize the objects developed in their own applications and that are marked customizable by the developers, but cannot customize the objects developed in com.bmc.arsys. For example, objects in core BMC applications like Foundation, Approval, and Assignment cannot be customized.

The following table describes the different Rule designer elements:

CategoryElement NameSymbolDescription
TriggerTrigger

A trigger element is used to indicate when the particular rule should get initiated.

See Defining a trigger for a rule.

QualificationsQualification

Qualification element is used to set a particular condition to initiate some other action.
Platform ActionsSignal Process

Notifies a process that is in an idle state at the receive task stage.
Start Process

Initiates the selected business process that matches the rule condition.

Cancel Process

Stops the current process that is being executed. When this action is executed, all instances that match the Context Key are cancelled.

Assignment

Automates the task assignment by using machine learning.

See Automating categorization and assignment by using the cognitive elements.

Analyze User Engagement Tone

Enables you to analyze the tone of a written document such as an email or a chat conversation.

See, Configuring tone analysis in applications

AssociationAssociate Child Record

Associates a record definition with another that is inherited within the other record definition.
Associate Records

Associates two record definitions that can be interlinked to function in conjunction with each other.
Disassociate Records

Removes the relationship between the two associated record definitions.
Disassociate All Records

Removes the relationship between all the associated record definitions.
CognitiveSuggest Category

Automates the manual task of data categorization by using machine learning.

See Automating categorization and assignment of application requests.

PINVerify Pin

Verifies if the PIN value provided by a user matches the PIN value set for that user.

For more information about Verify Pin, see Validating and verifying a PIN value.

RecordsCreate Record

Creates a record instance for a specified record definition.
Delete Record

Deletes a record instance for a specified record definition.
Get Record

Retrieves a record instance for a specified record definition.
Get Records By Query

Retrieves a set of record instances based on a specified query.
Remove Security Label

Deletes a security label for a specified record definition. To identify if the security label is updated, see Identifying updates to the security label.

Note: The SECURITYLABELCHNG() function is supported only with the Record Event trigger type. If you use SECURITYLABELCHNG() function with the Timer Event or System Event trigger type, an error is generated while saving the rule.

Set Security Label

Assigns permissions about which user, role, or group can access a particular record definition.

To identify if the security label is updated, see Identifying updates to the security label.

Note: The SECURITYLABELCHNG() function is supported only with the Record Event trigger type. If you use SECURITYLABELCHNG() function with the Timer Event or System Event trigger type, an error is generated while saving the rule.

Update Record

Edits a record instance for a specified record definition.
User MessageSend Message

This action sends messages (or notifications) to designated Recipient(s). Specify the “Subject”, “Body” and Recipient list to define the action. You can use field values of current record for the same.

For more information, see Configuring processes to send notifications to users.

Send Message By Template

This action sends message to designated Recipient(s) using the pre-existing template. Specify the “Subject”, “Body” and Recipient list and Template name to define the action. You can use field values of current record for the same.

For more information, see Configuring processes to send notifications to users.

Show Alert

Use the Show Alert action to display an error, warning, information that meets the rule conditions. You can define Alert text, Alert code and Alert type for this element.
ExpressionsEvaluate Expression

This Action is used to evaluate any expression and returns the output which can be mapped to current Record’s field value on which the rule is triggered.

Provide the expression as input to this action and define output map to capture the evaluated value.
Data StreamingPublish Event

Stores the application event data that is used to derive usage metrics for the application.

Related topic

Creating rules

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