Difference between revisions of "Rules and Rule Sets"

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The Case Dynamics interface makes it easy to define rules by selecting fields and specifying matching criteria. When satisfied, the criteria causes any and all actions associated with the Rule to be carried out.
The Case Dynamics interface makes it easy to define rules by selecting fields and specifying matching criteria. When satisfied, the criteria causes any and all actions associated with the Rule to be carried out.


Rules are defined in Rule Sets. Both Rules and Rule Sets can return a value, or simply carry out an action. When satisfied, a Rule can cause processing of the current Rule Set to stop (after taking associated actions), or it can allow processing of the Rule Set to continue with the next Rule in the series.
Rules are defined in Rule Sets. Both Rules and Rule Sets can return a value, or simply carry out one or more actions. When satisfied, a Rule can cause processing of the current Rule Set to stop (after taking associated actions), or it can allow processing of the Rule Set to continue with the next Rule in the series.


===Rule Set Chaining===
===Rule Set Chaining===
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:* '''Post Message in Relay''' -  
:* '''Post Message in Relay''' -  
:* '''Send Email''' -  
:* '''Send Email''' -  
:* '''Start Activity''' -  
:* '''Start Activity''' - Begin a [[Case Activity]] that is currently non-active
:* '''Return Expression''' -  
:* '''Return Expression''' - Return a value defined by an expression
:* '''Return Step Owner''' -  
:* '''Return Step Owner''' - Determine who is responsible for the next step in the handling of the Case
:* '''Return Java Method Results''' -  
:* '''Return Java Method Results''' - Return a value generated by a method in a Java [[Class]]
:* '''Update Record''' -
:* '''Update Record''' -



Revision as of 23:04, 27 June 2012

A Rule is an if-then statement that says, if one or more conditions are met, then take a specified action. A Rule Set is a collection of such rules.

About Rules and Rule Sets

The Case Dynamics interface makes it easy to define rules by selecting fields and specifying matching criteria. When satisfied, the criteria causes any and all actions associated with the Rule to be carried out.

Rules are defined in Rule Sets. Both Rules and Rule Sets can return a value, or simply carry out one or more actions. When satisfied, a Rule can cause processing of the current Rule Set to stop (after taking associated actions), or it can allow processing of the Rule Set to continue with the next Rule in the series.

Rule Set Chaining

Rule Sets can be chained, which means that a Rule can cause a different Rule Set to be processed. When that Rule Set finishes, the processing of the original Rule Set resumes where it left off. (Chaining can go to an arbitrary depth.)

Rule Actions

Each Rule can carry out multiple actions. Here are the actions that a Rule can perform:

  • Change Activity Status -
  • Change Record Owner -
  • Complete Milestone -
  • Execute Rule Set -
  • Invoke Method -
  • Post Message in Relay -
  • Send Email -
  • Start Activity - Begin a Case Activity that is currently non-active
  • Return Expression - Return a value defined by an expression
  • Return Step Owner - Determine who is responsible for the next step in the handling of the Case
  • Return Java Method Results - Return a value generated by a method in a Java Class
  • Update Record -

Working with Rules and Rule Sets

Creating or Modifying a Rule Set

Creating or Modifying a Rule