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.
To create a rule
- Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
- Select the application in which you want to create a rule.
- In the application, click the Rules tab and, then click New.
The Trigger element appears on the canvas by default. 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 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.
Enabled
Select to enable the rule.
RECORD DEFINITIONS
Add/Remove Record Definitions
Specify 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.- 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.
- Enter the values for the properties of the Trigger element and all the elements that you add to the rule.
- Click Save.
Copying a rule
You can reuse a rule definition by copying it within the application or to a different application or library.
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
- Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
- Select the application or library that contains the rule you want to copy.
- Click Rules, select the rule definition that you want to copy, and click Copy.
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