Creating rules


Rules define the business logic of your 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

Make sure 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 . 

Important

Application business analysts can customize the objects developed in their own applications and that are marked customizable by the administrator, but cannot customize the objects developed in  com.bmc.arsys in Best Practice Customization mode. For example, objects in core BMC applications such as Foundation, Approval, and Assignment cannot be customized in Best Practice Customization mode. For more information, see  Customization-layer.

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.

Important

  • When you copy a rule, make sure all the record definitions on which the rule is triggered are copied to the target application. 
  • You can view and select only those applications or libraries that you can access.

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:

22_1_copy_rule.png

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. Click Copy.

22_1_Copy_record_definition_rule_definition.png

The copied view is saved in the target application.


 

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