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.

Rule designer elements

Rule designer provides a drag-and-drop feature of elements that you can use to create a business rule. These elements are available in the Palette section of the Rule designer user interface.

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 like Foundation, Approval, and Assignment cannot be customized in Best Practice Customization mode. For more information, see Customization layer.

Related topic

The following table describes the different Rule designer elements:

CategoryElement NameSymbolDescription
TriggerTrigger

Indicates when the particular rule should get initiated.

See Defining a trigger for a rule.

QualificationsQualification

Sets a particular condition to initiate some other action.
Platform ActionsSignal 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.

See Configuring tone analysis in applications.

AssociationAssociate 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.
CognitiveSuggest Category

Automates the manual task of data categorization by using machine learning.

See Automating categorization and assignment of application requests.

PINVerify 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.

RecordsCreate 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 MessageSend 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.
ExpressionsEvaluate 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 StreamingPublish Event

Stores the application event data that is used to derive usage metrics for the application.


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