Managing rules

This section describes the features and procedures related to the management of rules in the v10 application.

The Rules component enables you to perform different actions:

• View a rule

• Create a rule

• Edit a rule

• Execute a rule

"Rules" component overview

The "Rules" component enables you to view existing rules with their properties and conditions, but also to create rules from scratch, and execute rules.

The following figure illustrates the interface of the "Rules" component of the v10 application:

"Rules" component overview

Viewing a rule

To view a rule, proceed as follows:

1. Open the "Rules" component of the v10 application by clicking in the navigation bar.

2. In the rule tree, locate the rule that you want to view, either by browsing the tree or by performing a search (see Searching for an Object in a Tree in Working with object trees), and then click the item. The rule parameters are displayed in the center panel.

Viewing rule conditions

To view the condition(s) associated to a rule, proceed as follows:

1. Open the "Rules" component.

2. In the rule tree, locate the parent rule whose condition(s) you want to view.

3. Expand the rule object in the tree (see Working with object trees). The condition(s) associated with the rule are displayed in the tree.

4. Click the condition that you want to view. The condition properties are displayed on the right of the tree, as illustrated in the following figure:

Rule condition

5. You can view the various parameters of the rule:

   • The "Properties" tab (default) contains the basic information concerning the condition

   • The "Criteria" tab contains the condition definition

   • The "Calculation" tab contains the calculation parameters

Creating a rule

Provided that your user has been granted the required access rights, you can create a rule. To do so, proceed as follows:

1. Open the "Rules" component. Do not select any item in the rule tree.

2. In the rule tree, select the folder/sub-folder in which you want the new rule to be created.

3. Click Create a new rule in the center panel. A pop-up window is opened.

4. Define the basic parameters of the new rule:

   • Enter a name in the Rule Name field

   • Select a type in the Rule type field

   • Select a data version in the Rule data version field

5. Click Create. The rule is saved in the system, in the folder selected in step 2.

6. Complete the properties of the rule.

7. Create one or several conditions for the rule (see Creating a rule condition).

8. Click Save in the bottom right corner of the application window.

Creating a rule condition

To create a rule condition, proceed as follows:

1. Open the rule for which you want to create a condition (see Viewing a rule).

2. Click Create a new condition in the upper right corner of the application window. The rule condition creation pop-up window is opened.

3. Enter the basic parameters of the condition:

   • Enter a name for the condition in the Condition name field

   • Select a business universe in the Condition business universe field

   • Select a mode in the Condition mode field

4. Click Create. The condition is saved and added under the parent rule in the rule tree.

5. In the "Properties" tab, you can define additional parameters for the rule.

6. In the "Criteria" tab, define the criteria of the condition (see Defining the criteria of a rule condition).

7. In the "Calculation" tab, define the calculation parameters of the condition (see Defining the calculation criteria of a rule condition).

8. Click Save in the bottom right corner of the application window. The rule condition is saved.

Defining the criteria of a rule condition

To define the criteria of a rule condition, proceed as follows:

1. Open the condition that you want to configure (see Viewing rule conditions).

2. Open the "Criteria" tab:

   • In the "Operators" section, you can see the list of all available operators to create a condition

   • In the "Business Objects" section, you can see all available criteria

   • The "Objects Values" section displays all values available for the selected criterion.

3. In the "Criteria" section, define your formula. You can type a criterion name, an operator and then a value (if you want, you can insert a value from the "Objects Values" section by clicking the Add button on the right of the criterion). The system suggests you criteria and values as you type, as illustrated in the following figure:

Condition criteria

4. If required, you can add another condition using the "AND" and "OR" operators.

5. Click Test in the bottom right corner to check that the formula is valid. If your formula is valid, a success message is displayed at the top of the application window. (If it is not valid, a red error message is displayed. In this case, correct your condition, and then test it again.)

6. Click Save in the bottom right corner of the application window. A success message is displayed and the rule condition criteria are saved.

Defining the calculation criteria of a rule condition

To define the calculation criteria of a rule condition, proceed as follows:

1. Open the condition that you want to configure (see Viewing rule conditions).

2. Open the "Calculation" tab:

   • In the "Operators" section, you can see the list of all available operators to create a condition

   • In the "Business Objects" section, you can see all available criteria

   • The "Objects Values" section displays all values available for the selected criterion.

3. In the "Calculation" section, define your formula. You can type a criterion name, an operator and then a value (if you want, you can insert a value from the "Objects Values" section by clicking the Add button on the right of the criterion). The system suggests you criteria and values as you type, as illustrated in the following figure:

Calculation criteria

4. If required, you can add another condition using the "AND" and "OR" operators.

   • Click Test in the bottom right corner to check that the formula is valid. If your formula is valid, a success message is displayed at the top of the application window. (If it is not valid, a red error message is displayed. In this case, correct your calculation, and then test it again.)

5. Click Save in the bottom right corner of the application window. A success message is displayed and the rule condition calculation criteria are saved.

Editing a rule condition

To edit a rule condition, proceed as follows:

1. Open the condition that you want to edit (see Viewing rule conditions).

2. Performed the necessary changes:

   • In the "Properties" tab, change the properties of the rule condition

   • In the "Criteria" tab, edit the criteria of the condition (see Defining the criteria of a rule condition)

   • In the "Calculation" tab, edit the calculation criteria of the condition (see Defining the calculation criteria of a rule condition)

3. Click Save in the bottom right corner of the application window. A success message is displayed and the condition is saved.

Editing a rule

To edit an existing rule in the v10 application, proceed as follows:

1. Open the rule that you want to edit (see Viewing a rule).

2. Change the properties of the rule in the properties panel.

3. Click Save in the bottom right corner of the application. The new parameters of the rule are saved in the system.

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To edit a rule condition, see Editing a rule condition.

Executing a rule

You can execute a rule from the application "Rules" component and check the results of the execution. To do so, proceed as follows:

1. Open the rule that you want to execute (see Viewing a rule).

2. Click the Execute button, in the bottom right corner of the application window. The rule is executed and a result window is displayed once the operation is done, as illustrated in the following figure:

Rule execution result

3. Click Close to exit the rule execution results and return to the rule.