Difference between revisions of "Rule Sets"
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After | <noinclude>'''[[File:GearIcon.png]] > Case Automation > Business Rules > Rule Sets'''<br> | ||
'''[[File:GearIcon.png]] > Objects > {object} > Business Rules > Rule Sets''' | |||
</noinclude> | |||
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]] | :''Learn more:'' [[Rules and Rule Sets]] | ||
===Creating or Modifying a Rule Set=== | ===Creating or Modifying a Rule Set=== | ||
# Go to '''[[File:GearIcon.png]] > Case Automation > Business Rules > Rule Sets'''<br>or '''[[File:GearIcon.png]] > Objects > {object} > Business Rules > Rule Sets''' | |||
# Click '''[New Rule Set]''', or visit an existing one | # Click '''[New Rule Set]''', or visit an existing one | ||
# Fill in the Rule Set properties, below | # Fill in the Rule Set properties, below | ||
# Click '''[Save]''' | # Click '''[Save]''' | ||
= | <span id="Process Decision Value"></span><span id="return_type"></span> | ||
====Rule Set Properties==== | |||
:* '''Name -''' The name | :* '''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.) | :* '''Enabled -''' Whether or not the Rule Set is currently in force. (Disable a Rule Set to temporarily deactivate it, without deleting it.) | ||
:* ''' | |||
:* '''Return | :* '''Return Type''' | ||
::* '''Process Step Owner | ::* '''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 [[Process Task|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. | :* '''Description -''' Write a descriptive summary here. | ||
{{Best|When a Rule Set returns a value, don't use it to do anything else. Otherwise, rule sequencing becomes an issue.}} | |||
Latest revision as of 08:21, 1 June 2020
> Case Automation > Business Rules > Rule Sets
> 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
- Go to
> Case Automation > Business Rules > Rule Sets
or > Objects > {object} > Business Rules > Rule Sets - Click [New Rule Set], or visit an existing one
- Fill in the Rule Set properties, below
- 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.
Best Practice:
When a Rule Set returns a value, don't use it to do anything else. Otherwise, rule sequencing becomes an issue.
