This documentation supports the 21.3 version of 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

Before you create rules, ensure 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.

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 further contains the following 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 library and allow customizations for this definition.
    EnabledSelect to enable the rule.
    Add/Remove Record DefinitionsSpecify the 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 on 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.

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 Studio and 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:
    • From Target application/library, select the target application or library where you want to copy the rule.
    • In the Definition name field, type a name for the rule definition. 

    The copied view is saved in the target application.

Related topic

Integrating applications by using rule connector elements

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