This documentation supports the 20.08 version of BMC Helix Platform.  To view an earlier version, select 20.02 from the Product version menu.

Rule designer elements


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

Note

Application business analysts can customize the objects developed in their own applications and that are marked customizable by the developers, but cannot customize the objects developed in com.bmc.arsys. For example, objects in core BMC applications like Foundation, Approval, and Assignment cannot be customized.

The following table describes the different Rule designer elements:

Category

Element Name

Symbol

Description

Trigger

Trigger

Trigger.jpg

A trigger element is used to indicate when the particular rule should get initiated.

See Defining-a-trigger-for-a-rule.

Qualifications

Qualification

Qualifications.png

Qualification element is used to set a particular condition to initiate some other action.

Platform Actions

Signal Process

SignalProcess.png

Notifies a process that is in an idle state at the receive task stage.

Start Process

StartProcess.png

Initiates the selected business process that matches the rule condition.

Cancel Process

CancelProcess.png

Stops the current process that is being executed. When this action is executed, all instances that match the Context Key are cancelled.

Assignment

SuggestAssignee.png

Automates the task assignment by using machine learning.

See Automating categorization and assignment by using the cognitive elements.

Analyze User Engagement Tone

process element_tone analyzer.png

Enables you to analyze the tone of a written document such as an email or a chat conversation.

See, Configuring-tone-analysis-in-applications

Association

Associate Child Record

AssociateChildRecord.png

Associates a record definition with another that is inherited within the other record definition.

Associate Records

AssociateRecord.png

Associates two record definitions that can be interlinked to function in conjunction with each other.

Disassociate Records

DisassociateRecord.png

Removes the relationship between the two associated record definitions.

Disassociate All Records

Disaaociate All records.png

Removes the relationship between all the associated record definitions.

Cognitive

Suggest Category

SuggestCategory.png

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

See Automating-categorization-and-assignment-of-application-requests.

PIN

Verify Pin

verify PIN.png

Verifies if 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

CreateRecord.png

Creates a record instance for a specified record definition.

Delete Record

DeleteRecord.png

Deletes a record instance for a specified record definition.

Get Record

GetRecord.png

Retrieves a record instance for a specified record definition.

Get Records By Query

Get Rec by Query.png

Retrieves a set of record instances based on a specified query.

Remove Security Label

Rule Remove Security label.jpg

Deletes a security label for a specified record definition. To identify if the security label is updated, see Identifying updates to the security label.

Note: The SECURITYLABELCHNG() function is supported only with the Record Event trigger type. If you use SECURITYLABELCHNG() function with the Timer Event or System Event trigger type, an error is generated while saving the rule.

Set Security Label

SetSecurityLabel.png

Assigns permissions about which user, role, or group can access a particular record definition.

To identify if the security label is updated, see Identifying updates to the security label.

Note: The SECURITYLABELCHNG() function is supported only with the Record Event trigger type. If you use SECURITYLABELCHNG() function with the Timer Event or System Event trigger type, an error is generated while saving the rule.

Update Record

UpdateRecord.png

Edits a record instance for a specified record definition.

User Message

Send Message

Send Message.png

This action sends messages (or notifications) to designated Recipient(s). Specify the “Subject”, “Body” and Recipient list to define the action. You can use field values of current record for the same.

For more information, see Configuring-processes-to-send-notifications-to-users.

Send Message By Template

SendMessageTemplate.png

This action sends message to designated Recipient(s) using the pre-existing template. Specify the “Subject”, “Body” and Recipient list and Template name to define the action. You can use field values of current record for the same.

For more information, see Configuring-processes-to-send-notifications-to-users.

Show Alert

ShowAlert.png

Use the Show Alert action to display an error, warning, information that meets the rule conditions. You can define Alert text, Alert code and Alert type for this element.

Expressions

Evaluate Expression

EvaluateExpressions.png

This Action is used to evaluate any expression and returns the output which can be mapped to current Record’s field value on which the rule is triggered.

Provide the expression as input to this action and define output map to capture the evaluated value.

Data Streaming

Publish Event

1902_publish event element.png

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

Related topic

Creating-rules

 

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