Creating a New Rule

This procedure describes the process of creating a new rule.

To create a new rule

  1. Navigate to the Administration - Personalization screen > Rule Sets view.

  2. Select a rule set.

  3. In the Rules list, create a new record.

Complete the fields as needed. Some fields are described in the following table.

Field Description

Sequence

Required. Enter numbers in this field to set the rules evaluation order. Evaluation begins with the rule with the lowest sequence number and continues until all rules are evaluated, except that -1 is evaluated last.

Rules with the same sequence number are evaluated in random order.

The sequence number for rules does not have the same significance as for rule sets, because all the rules in a rule set are evaluated whether content is returned or not.

Rule sequence is very important, however, for the order of the text strings displayed in salutation applets.

Rule Type

Select a rule type from the drop-down menu:

  • Expressions. Evaluates inclusion and exclusion expressions directly.

  • BusService. Invokes a business service.

    The input arguments to business services vary depending on the business service and method called. For more information about input arguments to business services, see Creating Actions for Action Sets.

  • Invoke Method. Invokes a method on the business component to get a string, which is the search specification.

    The input argument to Invoke Method is a string.

Active

Check the box to use the rule.

Conditional Expression

Optional. Use the conditional expression to control the evaluation of the rule, or to set up Boolean logic for evaluation of all the rules in the rule set.

Include Expression

Use with the Expressions rule type. An expression that sets parameters to include content.

Exclude Expression

Use with the Expressions rule type. An expression that sets parameters to exclude content.

Business Service Name

Name of the business service to invoke, if the conditional expression evaluates to TRUE and the rule type is BusService.

Business Service Method

Method to invoke on the business service.

Business Service Context

Parameter to pass to the business service method. While a business service can take many name/value pair parameters, you can only pass one parameter—called Context—in Siebel Personalization.

An example of a business service context is

UserType=Partner;AccountState=Gold

Method Name

Method to invoke on the business component, if the conditional expression associated with the rule evaluates to TRUE and the rule type is Invoke Method.

Method Argument

Parameter to pass the business component. You can only pass one argument.