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Rule Sets

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GearIcon.png > Case Automation > Business Rules > Rule Sets
GearIcon.png > Objects > {object} > Business Rules > Rule Sets

After a Rule Set is created, you can add Rules to it. The Rule Set can then be invoked as a step in a Process, or as an action from another Rule, allowing a set of rules to be created once, and used in multiple contexts.

Learn more: Rules and Rule Sets

Creating or Modifying a Rule Set

  1. Go to GearIcon.png > Case Automation > Business Rules > Rule Sets
    or GearIcon.png > Objects > {object} > Business Rules > Rule Sets
  2. Click [New Rule Set], or visit an existing one
  3. Fill in the Rule Set properties, below
  4. Click [Save]

Rule Set Properties

  • Name - The name of the Rule Set--used to reference when invoked from other Rules or from a Process.
  • Enabled - Whether or not the Rule Set is currently in force. (Disable a Rule Set to temporarily deactivate it, without deleting it.)
  • Return Type
  • None
The default type.
All Rules in the rule set are evaluated, and all actions dictated by those rules are executed.
  • Process Decision Value
A rule set with this return type creates a process value that can be tested in a Process Model#Decision Switch
When a Rule Set has this return type, rules added to it have another possible action: Return Process Decision Value
The returned value is stored in a process variable named Rule Value.
The rule to return a value halts the rule engine. The value is returned, and no other rules are evaluated.
  • Process Step Owner
Return a User, or Role identifier.
A Rule Set with this return type can be used to specify the owner of a user task or approval step in a Process.
When a Rule Set has this return type, rules added to it have another possible action: Return Step Owner
When you select that action, you can either specify a Role or select one of the fields in the record that designates a User.
The rule to return a value halts the rule engine. The value is returned, and no other rules are evaluated.
  • Description - Write a descriptive summary here.

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Best Practice:
When a Rule Set returns a value, don't use it to do anything else. Otherwise, rule sequencing becomes an issue.