Add or Edit a Variable

This procedure describes the steps to add a variable to a business rule or edit an existing one.

  1. Click Configuration on the navigation pane.
  2. Expand Site Configuration, then double-click Rules.
  3. Click the button for the rule type to which you want to add the variable.
    The incident rule base is selected by default.
  4. Click Edit.
  5. Do one of these:
    • Right-click Variables in the Rules tree, then select New Variable.
    • Right-click a variable, then select Edit Variable.
  6. Enter field information.

    Rule Variables Editor

    Field Description
    Rule Variable Name Enter the name of the rule variable in this field.
    Data Type Select the variable data type. The options include Integer, Text Field (to a maximum of 255 characters), Date Field, and Date/Time. After you’ve saved a variable, you can’t edit its data type.
    Default Enter a value that will be the variable initial value every time the rules engine is called in the rule base.
    Notes Enter any note you want to add to the variable. The note will be visible when you hover over the variable in the tree.
  7. Click Save.
  8. To delete a variable, right-click it, select Delete Variable, and then confirm that you want to delete the variable.
    If any rule uses the variable you’re trying to delete, a variable dependency list shows which rules use the variable. You must delete the condition or action of any rule using the variable before you can delete the variable. See Dependency Conflicts.