This documentation supports the 21.02 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. 

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.

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.  

    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.
    Note: 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.

Related topic

Integrating-applications-by-using-rule-connector-elements

 

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