Using Rule Groups Search

Rule Groups Search is similar to Rules Engine Search and is the starting point for the following activities:

• Searching for a Rule Group.

• Adding a new Rule Group.

• Creating a new Rule Group from an existing Rule.

• Creating a new Rule Group from an existing Rule Group.

Access the Define Rule Groups Search page (Set Up SACR, and then System Administration, and then Rules Engine, and then Define Rule Groups).

Searching for a Rule Group

In the Rule Group search page, select Search for a Rule Group and click on the Next button to open Rule Group Search options page.

This example illustrates the fields and controls on the Rule Group Search Options page. You can find definitions for the fields and controls later on this page.

Rule Category Name is a required field. If a unique Rule Group ID is known and the user has access to the Rule Category, the Rule Category is automatically selected and not required.

The following fields can be used with wildcard search option “%” and are case-sensitive:

• Rule Category Name

• Rule Name

• Rule Group Name

• Long Description

Click the Search button and any results are displayed in a grid below the Search fields. If there are no results, a message appears.

Click the Reset button to clear the Search fields.

Click the Cancel button to return to the Define Rule Groups search page.

To save the Search, enter a name in the Saved Search field and click the Save button.

To delete a Saved Search, enter the name in the Saved Search field and click the Delete button.

In the Search results grid, select the Select check box or click on the Details icon to select a Rule. Clicking the Details icon also displays a panel below the Search results grid displaying the Long Description, Rule Category Name, Entity Name, Rule Usage, and all Input and Output variables as they are key features of the Rule Group Template.

Click the Next button to open the selected Rule Group in the Rule Groups Manager and edit your Rule Group.

Click the Previous button to return to the Define Rule Groups search page.

Adding a New Rule Group

In the Define Rule Groups page, select Add a New Rule Group and click on the Next button to open the Rules Groups Definition page where you can define the parameters of your new Rule Group.

For more information, see Defining Rule Groups.

Creating a New Rule Group from an Existing Rule

In the Define Rule Groups search page, select Create a Rule Group from Rule and click on the Next button to open the Rule Search options page.

When you have found the Rule you want to base your new Rule Group on, click Next to open the Rule Groups Manager component. A new Rule Group is created with Rule Group Status In Progress, and it has inherited all the Variables, Entity Name, Skill Level and Rule Usage from the Rule you selected.

Note:

The Rule Name is also copied. As a first step, you should rename the Rule Group Name to avoid confusion.

Creating a New Rule Group from an Existing Rule Group

In the Define Rule Groups search page, select Create a Rule Group from Group and click on the Next button to open the Rule Group Search page, which is similar to the Rule Search page.

When you have found the Rule Group that you want to clone for a new Rule Group, click Next to open the Rule Group Manager component. A new Rule Group is created with Rule Group Status In Progress, and it has inherited the Input and Output Variables, Entity Profile, Rule Category Name, Rule Usage, Entity Name, and Skill Level of the Rule Group chosen to clone.

Note:

The Rule Group Name is also copied from the selected Rule Group. As a first step you should rename this Rule as to avoid confusion.

For more information on how to create and edit Rules, see Defining Rule Groups.

Additional Rule Group Search Options

Access the Rule Definition page (Set Up SACR, and then System Administration, and then Rules Engine, and then Define Rule Groups, select Search for a Rule Group, search for and select a Rule Group, Definition).

This example illustrates the fields and controls on the Rule Group Search Results and Select Action Options Example. You can find definitions for the fields and controls later on this page.

Field or Control	Description
Search Result	Click this button to return to the Rule Groups Search Options page. Search results are displayed from last executed search, and the last selected Rule Group is highlighted. The Search Results button is only available when the search actions Search for a Rule Group or Create Rule Group from Group are used.
Select Actions	Click this button to return to the Define Rule Groups search page to select a new search action: Search for a Rule Group, Add a New Rule Group, Create a Rule Group from Rule, or Create a Rule Group from Group.