This documentation supports the 23.3 version of BMC Helix Innovation Suite (AR System and BMC Helix Innovation Studio).

To view an earlier version, select the version from the Product version menu.

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 . 


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.  

    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 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.
    EnabledOption to enable or disable the rules.
    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.
  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.


  • 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:


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. 
    3. Click Copy.

The copied view is saved in the target application.

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