Creating New Rule

This section shows you the steps required to create a new rule.

Step 1: Creating a Rule

1. Navigate to the Rules Search screen and click the Create New Rule icon.

   

   The Create Rule pop-up dialog window opens.

2. Enter the rule Name and Version, which are mandatory. Enter the optional Description and click CREATE.

   

   A rule editor screen opens. You can view the name of the rule in the upper left area of the screen with version marked by a *

   

In the Rule Definition section, you can define a rule definition using other rule attributes like Context, Rule Variables, System Variables, System Constants and Rule Functions.

Step 2: Adding a Rule Description

This is a language specific field with a support for languages such as English, French, German and Spanish. English is the default language. You can add more than one description. You can also delete a description.

Navigate to the Description tab and add the rule description in the given language field.

To delete a description, click the recycle bin icon () that is displayed in each row.

Step 3: Adding a Rule Context

1. Navigate to the Context tab of a rule and click + to add a new context.

   

   The Add Rule Context pop-up dialog window opens with Primary table and Name fields.

   Enter Primary Table to filter the name values in the drop-down list accordingly.

2. Select a name from the Name drop-down list. The list of available fields for the chosen application is loaded.
3. Use the search criteria to filter the field names by entering a value into the Name field. The filtered list is displayed.

   

4. To add any fields into the context, select a name form the Context List and click ADD.
5. After you add all the fields, click CLOSE. This will add the context in the Context tab.
6. Click the Insert in script icon () to insert the chosen context into the rule definition or script.

   

   To delete a context, click the recycle bin icon () that is displayed in each context.

Step 4: Adding a Rule Variable

1. Navigate to the Rule Variables tab and click the Add Rule Variable icon to add a new rule variable.

   

2. Enter the rule name and description and click ADD.

   

   The rule variable is added into the Rule Variables tab as shown below.

   

3. Click the Insert in script icon to insert this rule variable into the rule definition or script.

   To delete a variable, click the recycle bin icon () that is displayed in each variable.

Step 5: Saving a Rule

Click the Save icon available on the upper right corner of the rule editor screen.