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Creating and Managing Business Rule Processes

This topic describes how to create and manage business rule processes.

About Business Rule Processes

A BRP process is uniquely identified by its name. A process name must begin with a letter. It can contain alphanumeric, space, underscore, and hyphen. The name cannot contain other special characters like @ or !.

NOTE:  BRP names are case sensitive and limited to 75 characters.

About Defining Business Rule Processes

You define business rule processes from the Business Rule Processor screen. You can either revise an existing process or create a new one.

A business rule process is made up of procedures and properties.

A BRP process can have one of three statuses:

• In progress. You can modify only a process in the In-progress status
• Active. An Active status indicates that the process definition is released for execution
• Inactive. An Inactive process indicates that the process is in no longer in use and has been retired

NOTE:  The process status indicates its edit disposition rather than its current run-time execution status.

Additionally, all BRP process definitions are cached in the object manager across all login sessions to improve scalability. Hence, if any modifications are made to the process definitions, then they are not available to the run-time sessions until the cache is refreshed.

It is recommended that you put in place procedures to promote BRP processes from development to production, and establish controls on how to refresh the cache.

You can import and export business rule processes. This makes migrating process definitions across development and production environments easier. The process is saved as an XML file for importing and exporting purposes.

This step is part of Process of Defining Business Rule Processes.

To create a business rule process

1. Navigate to the Business Rule Processor screen.
2. Create a new record.

Revising an Existing Business Rule Process

You can also revise an existing business rule process.

To revise an existing business rule process

1. Navigate to the Business Rule Processor screen.
2. In the Processes list, select a business rule process of status Active or Inactive and click Revise.

   Clicking Revise changes the status of the process to In Progress.

3. Make the appropriate changes to the process.

Activating a Business Rule Process

You can also activate a business rule process.

To activate a business rule process

1. Navigate to the Business Rule Processor screen.
2. In the Processes list, select the business rule process you wish to activate.
3. Click the Activate button.

   Clicking Activate changes the Status from In Progress to Active and makes the record read-only.

4. Click the Refresh Cache button.

   This clears the OM cache and creates a new copy of the process definitions.

   Any process that is executing when the cache is cleared is allowed to complete. However, the new process definition is available to all processes that start right after the button is clicked.

   NOTE:  Take care while using this feature. Refresh Cache clears the cache for all BRP process definitions. Hence, any processes that are In-progress or Inactive are lost from the cache.

Exporting a Business Rule Process

You can export an existing business rule process.

To export a business rule process

1. Navigate to the Business Rule Processor screen.
2. In the Processes list, select the process you wish to export and click the More Info view tab.
3. In the Processes form, click the Export Process button.
4. Follow the on-screen prompts to save the rule set as an XML file.

Importing a Business Rule Process

Once you follow the procedure to export a business rule process, follow this procedure to import the business rule process.

To import a business rule process

1. Navigate to the Business Rule Processor screen.
2. Click the More Info view tab.
3. In the Processes form, click the Import Process button.
4. In the Workflow Process Import dialog box, locate the file you wish to import and click Import.

   The imported process appears with a status of In Progress.

5. To activate the imported process, select it in the Processes list and click Activate.

   Clicking Activate changes the rule set Status to Active and makes the record read-only.

   NOTE:  If the process already exists, the process status must be In progress to allow the import.
   View imported processes by performing a query/go operation to refresh the Processes list.