Creating rules

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.  

   Name	Description
   GENERAL
   Name	Name of the rule.
   Description	Description of the rule that helps you understand the purpose of the rule.
   Scope/Customization Options	Option to define the scope for a rule definition. This option contains the following additional 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 libraries and allow customizations for this definition.
   Enabled	Option to enable or disable the rules.
   RECORD DEFINITIONS
   Add/Remove Record Definitions	Option to specify record definitions to which the rule applies. Important: 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 about 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.
   For information about defining trigger elements, see Defining-a-trigger-for-a-rule.
7. Click Save.

Copying a rule

You can reuse a rule definition by copying it within the application or to a different application or library.

You can copy a rule only if it has references to public-scoped objects because the definitions such as records, associations, documents, views, and rules used by the rules are referenced from the source application. For more information, see Object-definition-scope.

The following image describes how the objects are referenced after you copy the rule to the target application or library:

To copy a rule

1. Log in to BMC Helix Innovation Studioand navigate to the Workspace tab.
2. Select the application or library that contains the rule you want to copy.
3. Click Rules, select the rule definition that you want to copy, and click Copy.
4. In the Copy definition dialog box, enter the following details:
   1. From Target application/library, select the target application or library where you want to copy the rule.
   2. In the Definition name field, type a name for the rule definition. 

1. 1. Click Copy.

The copied view is saved in the target application.