Creating a Shortcut to a Business Rule

A shortcut lets you share a business rule across applications without having to create a copy of the rule for each application. When you create a shortcut to a rule, the shortcut provides a cross reference to the rule.

You can also use a shortcut to deploy a business rule to applications other than the one for which the rule was created. By default, when you deploy a business rule, it is deployed to the application for which it was created.

To create a shortcut to a business rule:

  1. In System View, right-click a rule, and then select Create Shortcut.
  2. In Create Shortcut, expand the applications for which you want to create a shortcut to the rule.
  3. Select the option buttons next to the calculation types, plan types, and databases for which you want to create a shortcut.
    You can select multiple calculation types, plan types, and databases in multiple applications belonging to the same application type.

    A business rule's name must be unique in an application, so the application in which you create the business rule is not displayed in the Create Shortcut dialog box. You can only create a shortcut for a business rule in another application. Further, any applications containing a business rule with the same name as the rule for which you want to create a shortcut do not display in the Create Shortcut dialog box.

  4. Click OK.

    A shortcut to the rule is copied to the calculation type, plan type, or database you selected. The shortcut appears as an upward arrow in the lower left of the rule icon.