Difference between revisions of "Rule Sets"

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:* '''Name -''' The name of the Rule Set--used to reference when invoked from other Rules or from a [[Process]].  
:* '''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 Type -''' <span id="Process Decision Value"></span>
:* '''Return Type -''' <span id="Process Decision Value"></span>
::* '''None'''
::: The default type.
::: All Rules in the rule set are evaluated, and all actions dictated by those rules are executed.
::* '''Process Decision Value'''
::* '''Process Decision Value'''
::: A rule set with this return type creates a process value that can be tested in a [[Process Model#Decision Switch]]
::: 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'''
::: 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 returned value is stored in a process variable named ''Rule Value''.
::: If multiple rules in the rule set return a decision value, the value returned by the last rule to execute is used.
::: 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, Team, or Role identifier.
::* '''Process Step Owner -''' Return a User, Team, 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.
::: 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 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]].
::: When you select that action, you can either specify a Role or select one of the fields in the record that designates a [[User]].
::* '''None -''' The default.  
::: 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 that Rule Set for any other purpose. Otherwise, Rule sequencing becomes an issue, and a Rule's title may not make it clear that the Rule does anything other than return a value.)}}


====Rule Set Example====
====Rule Set Example====
Here's a sample Rule Set that is intended to determine the owner for a case record:  
Here's a sample Rule Set that is intended to determine the owner for a case record:  
:[[File:RuleSetExample.png]]
:[[File:RuleSetExample.png]]

Revision as of 00:53, 1 May 2014

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 an action from another Rule, allowing a single Rule Set to be 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, Team, 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.

Thumbsup.gif

Best Practice:
When a Rule Set returns a value, don't use that Rule Set for any other purpose. Otherwise, Rule sequencing becomes an issue, and a Rule's title may not make it clear that the Rule does anything other than return a value.)

Rule Set Example

Here's a sample Rule Set that is intended to determine the owner for a case record:

File:RuleSetExample.png