Creating a Business Ruleset

You can create a business ruleset from the System, Filter, Custom, and Deployment views, and from the Ruleset and Template Designers.

To create a business ruleset:

  1. Right-click RuleSets, and then select New.
  2. In the New RuleSet dialog box, enter a name and select and application type and application, and then click OK.

    If you are adding a ruleset from the System View, the application type and application are automatically populated.

  3. From Existing Objects, drag existing rules and rulesets and drop them into the flow chart.

    Planning rulesets can contain rules and rulesets that are created in and deployed to different applications.

  4. Do any of the following tasks:
    • To change the order of the rules in the ruleset, click the up or down arrows, or right-click the rule, and then select Move Up or Move Down.

    • To remove a rule from the ruleset, right-click the rule, and then select Remove.

    • To open a business rule for editing, right-click the rule, and then select Open.

  5. In Properties, enter properties for the ruleset.

    In the RuleSet Designer, if you select a rule within the ruleset you are creating, its properties are displayed in Properties instead of the ruleset's properties.

    Select Enable Parallel Execution if you want the rules and rulesets in the ruleset to launch simultaneously. By default the rules and rulesets belonging to a ruleset launch sequentially - each rule or ruleset in the ruleset must run without errors before the next rule or ruleset is launched.

    If the ruleset contains nested rulesets, and the nested rulesets have a different Enable Parallel Execution setting than the parent ruleset, the setting of the nested ruleset applies. For example, if you have ruleset1 (that is flagged for parallel processing) and it contains rule1, rule2, and ruleset2 (flagged for sequential processing), the rules and rulesets in ruleset2 are processed sequentially, even though ruleset1 is flagged for parallel processing.

  6. On the Usages tab, review what rulesets are using this ruleset, if any.

    By default, a ruleset is used by no other rulesets when you create it so this tab is empty when you initially create the business ruleset.

    If you select a rule in the ruleset, you can see the names of the business rulesets.

  7. On the Variables tab, review and enter information about the variables used in the ruleset.

    Select Merge Variables to merge all instances of the same variable used in the rules within this ruleset so only the first instance of each variable is displayed when the rule is launched. If you do not merge variables, all instances of each variable are displayed.

    If you select Merge Variables, the first value that the user enters for the runtime prompt is used for all subsequent occurrences of that runtime prompt during validation and launch.

  8. Click Save button.