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''. | ||
::: | ::: 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]]. | ||
:: | ::: 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
> 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 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
- 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, 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.
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:
