Difference between revisions of "Rule Sets"
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'''[[File:GearIcon.png]] > Objects > {object} > Business Rules > Rule Sets''' | '''[[File:GearIcon.png]] > Objects > {object} > Business Rules > Rule Sets''' | ||
</noinclude> | </noinclude> | ||
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 | 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]] | ||
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# Click '''[Save]''' | # Click '''[Save]''' | ||
= | <span id="Process Decision Value"></span><span id="return_type"></span> | ||
====Rule Set Properties==== | |||
:* '''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 | :* '''Return Type''' | ||
::* '''None''' | ::* '''None''' | ||
::: The default type. | ::: The default type. | ||
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::: The rule to return a value halts the rule engine. The value is returned, and no other rules are evaluated. | ::: The rule to return a value halts the rule engine. The value is returned, and no other rules are evaluated. | ||
::* '''Process Step Owner | ::* '''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. | ::: 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''' | ||
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:* '''Description -''' Write a descriptive summary here. | :* '''Description -''' Write a descriptive summary here. | ||
{{Best|When a Rule Set returns a value, don't use | {{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.
