Rule Sets

> 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

1. Go to > Case Automation > Business Rules > Rule Sets
   or > 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 -

• 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.

• None - The default.

• Description - Write a descriptive summary here.

Rule Set Example

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

File:RuleSetExample.png