Exercise 06: Defining Rules

Introduction

AgileApps Business Rules and Rule Sets

• A Business Rule is an if-then statement that says:

"If one or more conditions are met, then take one or more specified actions"

• Types of Business Rules:
  • Event (record added, record updated, …)
  • Scheduled (every Wednesday at 3 pm, …)
  • Timer (2 days after Case closed, 3 hours before Task is due, …)

• A Rule Set is a collection of Business Rules

Powerful Business Rules – No Coding

Execution Criteria

• Unconditionally (Always)
• When specified Conditions are true
  • You select a field and compare its value to one or more values
  • Easy to create and read

• When a specified Expression is true
  • Offers spreadsheet-style formulas, with functions and logical operators
  • More powerful, but harder to create and read
    

Setting up a Condition

• Select record fields or lookup-target fields (5 deep)
  • For example: Manager’s email address
    

• Operators and options depend on the type of field:
  

Actions to Perform when Execution Criteria is Met

• Set Priority*
• Change/Set Process Status*
• Add Record*
  • to an arbitrary object
• Update (current) Record*
• Add Note
• Assign to User
• Assign to Team
• Send Email
  • Example: to record owner or owner’s manager
• Create Task
• Start Process
• Execute Rule Set
• Invoke Method
• Execute Web Service
• Return Process Decision Value
• Return Step Owner
  • in a Rule Set only—used when called by a Process
    

Event Rules

Executed at the occurrence of an Object-related event

Scheduled Rules

• Execute action(s) at specified times
  • Repeat actions as needed

• Selects all records that match the execution criteria
• Runs the rules on each record in turn

Timer Rules

Execute at a scheduled time before or after a designated milestone (status)

Rule Sets

• A collection of one or more Rules (referenced by another Rule or a Process)
  
  
  
  
• Extra actions available:
  • Return Process Decision Value (to choose a process decision branch)
  • Return Process Step Owner (to assign a Task in a process step)

Exercise

This exercise contains three parts:

• In Part 1, you create an Event Rule that controls when the SouthEast Process starts.
• In Part 2, you implement the Rule Sets that you created in the previous exercise, when you built the SouthEast Process Model.
• In Part 3, you test the Rules and the Process Model for the MyOrders application.

Important: For this exercise - and any exercise where you use the Process Model Editor - use Mozilla Firefox or Google Chrome as your Web browser.

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