Rule designer elements
The following table describes the different Rule designer elements:
Category | Element Name | Symbol | Description |
---|---|---|---|
Trigger | Trigger | Indicates when the particular rule should get initiated. | |
Qualifications | Qualification | Sets a particular condition to initiate some other action. | |
Platform Actions | Signal Process | Notifies you that 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. All instances that match the Context Key are canceled when this action is executed. | ||
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. | ||
Association | Associate Child Record | Associates a record definition with an inherited record. | |
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. | ||
Cognitive | Suggest Category | Automates the manual task of data categorization by using machine learning. See Automating-categorization-and-assignment-of-application-requests. | |
PIN | Verify Pin | Verifies whether 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. | |
Records | Create 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 whether the security label is updated, see Identifying updates to the security label. Important: The SECURITYLABELCHNG() function is supported only with the Record Event trigger type. If you use the SECURITYLABELCHNG() function with the Timer Event or System Event trigger type, an error is generated while the rule is saved. | ||
Set Security Label | Assigns permissions about which user, role, or group can access a particular record definition. To identify whether the security label is updated, see Identifying updates to the security label. Important: The SECURITYLABELCHNG() function is supported only with the Record Event trigger type. If you use the SECURITYLABELCHNG() function with the Timer Event or System Event trigger type, an error is generated while the rule is saved. | ||
Update Record | Edits a record instance for a specified record definition. | ||
User Message | Send Message | Sends messages or notifications to the designated recipients. Specify the Subject, Body, and Recipient list to define the action. Alternatively, you can use the field values of the current record to define an action. For more information, see Configuring-processes-to-send-notifications-to-users. | |
Send Message By Template | Sends a message to the designated recipients using the pre-existing template. Specify the Subject, Body, Recipient list, and Template name to define the action. Alternatively, you can use the field values of the current record to define an action. For more information, see Configuring-processes-to-send-notifications-to-users. | ||
Show Alert | Displays an error, warning, or information that meets the rule conditions. You can define Alert text, Alert code, and Alert type for this element. | ||
Expressions | Evaluate Expression | Evaluates any expression and returns the output, which can be mapped to the current Record’s field value on which the rule is triggered. Provide the expression as input to this action and define the output map to capture the evaluated value. | |
Data Streaming | Publish Event | Stores the application event data that is used to derive usage metrics for the application. |