Using the Basic tab on the Rule Definition form

Use the Basic tab on the Rule Definition form to enter descriptive information about the rule, such as the rule name, the associated process name, and the rule type. Depending on the rule type, you might use the Run If or Rule field in the Qualification area to enter a condition statement. This section describes the steps that are common to creating all rule types by using the Basic tab. For information about the If Multiple Results, If Multiple Approvers, and Next Approver Rule Is fields, see Defining Get Next Approver rules and Defining Parameterized Get Next Approver rules.

To complete the fields on the Basic tab that are common to all rules

1. Open the AP:Administration form, and click the Rule tab.
2. In the Rule Name field, enter a name for the rule.
    Rule names must be unique and can be as long as 30 characters. For ease of administration, use a rule name that reflects the application or process, the rule type, the rule function, or some combination.
3. In the For Process field, select the process name that this rule will support from the list.
    The processes that appear on this menu are those you have defined in the Process tab. When you select the process name, BMC Remedy AR System automatically populates the Process Instance ID field.
4. In the Rule Type field, select the appropriate rule type from the list. For example, if you are creating a Get Next Approver rule, select Get Next Approver.
    When you select a rule type, the Rule Definition form changes to display the fields appropriate for the rule type. Fields that apply to the rule type have a white field box. Fields that do not apply are gray.
5. In the Order field, enter an execution order number. The default value is "0."
    This number determines the rule sequence when two or more of the same rule type exist for a specific process.

6. In the Status field, select either Active or Inactive. The default value is Active.
    Inactive rules do not run when the process runs. While you are developing a set of rules for a process, it might be helpful to use the Inactive status. When you are ready to test your rules, change the Status field to Active. 

   Note

   If you save a rule with the Status field empty, the rule is saved as Active.

7. In the Assignee Group Permissions field, the Public group appears by default. If you use this field for multi-tenancy support, create workflow to populate this field with the correct assignee group name. You do not need to change this setting when creating the rule.
    The approval server supports multi-tenancy for use by application service providers. The Assignee Group Permissions field is field 112, and appears on all the approval server forms. The field 112 value from records created in the AP:Details form is used automatically in all the other approval server forms, for example, AP:Signature, AP:More Information, and so on.
8. If the rule requires a qualifying condition to control execution, enter the condition in the Qualification area of the Basic tab. This field is labeled "Rule" or "Run If," depending on the rule type. Process Done rules use a radio button field to set the execution condition.
    You can type the condition statement or you can build it by using the qualification bar and list. When the qualification is met, the rule actions execute. You can use currency, date, and time fields in Run If and Rule qualification statements.
    For more information, see the Security administration. For specific examples pertaining to various rule types, see the discussion of each rule type in this section.
9. Click Save.