This documentation supports the 20.02 version of BMC Helix Platform.

To view the documentation for the current version, select 20.08 from the Product version menu.

Creating rules

Rules define the business logic of your Digital Service applications. You can create rules to interact with a process, send notifications, integrate your application with third party systems, and so on. 

Before you begin

Before you create rules, ensure that you have created a project and deployed it in BMC Helix Innovation Studio. For more information, see Creating a Project using Maven and the Archetype. 


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.

To create a rule 

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application in which you want to create a rule.
  3. In the application, click the Rules tab and, then click New.
    The Trigger element appears on the canvas by default.
  4. In the Properties pane, on the General tab, enter the values for the following rule parameters.  

    NameName of the rule.
    DescriptionDescription of the rule that helps you understand the purpose of the rule.
    Scope/Customization OptionsOption to define the scope for a rule definition. This option further contains the following options:
    • Application/Library (default)—To limit the use of the definition within the same application or library. 
    • Public—To enable the definition to be used by all the applications or library and allow customizations for this definition.
    EnabledSelect to enable the rule.
    Add/Remove Record DefinitionsSpecify the record definitions to which the rule applies.
    Note: The Application/Library scoped definitions are marked with an asterisk ( * ). Ensure that you follow the guidelines listed in Object definition scope before you select these definitions.
  5. From the Palette, drag and drop the elements to the canvas in the order that you want them in the rule. For information on elements, see Rule designer elements.
  6. Enter the values for the properties of the Trigger element and all the elements that you add to the rule.
  7. Click Save.

Related topic

Integrating applications by using rule connector elements

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