Setting Business Rule Properties

You can specify whether business rules associated with forms launch automatically when users open or save the form. If business rules have runtime prompts, you can set whether the default members in the runtime prompt match the members selected in the page and Point of View axes.

Note:

A Run on Load rule is triggered when the data form is opened, while a Run on Save rule executes during the data form's save process. When the data form is saved, the process not only submits the grid to Essbase but also reloads the grid. Therefore, if the same rule is assigned to both the Run on Load and Run on Save options for a data form, the user will observe the rule executing twice upon saving the data form.

To set business rule properties:

  1. Take an action:

    • To update the current form, click Business Rules.

    • To open a form for editing, click Edit, and then click Business Rules.

  2. Click the Business Rules tab.
  3. Select Run on Load next to a business rule to launch it automatically when the form is opened.

    Business rules having runtime prompts cannot launch on load.

  4. Select Run on Save next to a business rule to launch it automatically when saving a form.

    If business set to Run on Save contain runtime prompts, users are prompted to enter the runtime prompt value before the form is saved.

  5. Optional: If a business rule has runtime prompts, select Use Members on Form to match the default member selection on the runtime prompt window to the current members in the page and Point of View axes of the open form.

    To learn how this option interacts with other settings and conditions, see Understanding Runtime Prompts.

  6. Optional: To hide the runtime prompt value from the user, select Hide Prompt, which automatically selects Use Members on Form.

    After saving the form, the next time you return to this page, Use Members on Form displays as selected.

    You can hide runtime prompts if:

    • All runtime prompt member values are filled in (appropriate dimension members can be read from form's Page/Point of View)

    • No dimensions are repeated in the runtime prompt

  7. Click OK.