Adding and Removing Rules in Forms

You can associate one or more rules with a form, by cube. Users can launch associated rules from the form to calculate and allocate values. You can set whether each rule associated with a form automatically launches when the form is opened or saved. You can also change the order in which the rules are launched or remove rules from a form.

Note the following:

• Rules must be deployed to the business process from Calculation Manager before you can add rules to business process forms.

  See About Rules.

• Likewise, if a rule is deleted in Calculation Manager, the rules must be redeployed to the business process in order for them to no longer be used in the business process. Optionally, you can manually remove a rule from a form using the procedure in this topic.

• Rules that are set to automatically run when a form is loaded or saved never run in the background.

To add, update, or remove business rules in forms:

1. Take an action:

   • To update the current form, click Actions, and then click Business Rules.

   • To open a form for editing so you can associate rules, go to the Home page and click the Navigator icon , and then under Create and Manage, click Forms. Select the form, click , and then click Business Rules.

2. From the Cube drop-down menu, select the cube.
3. From the Business Rules list, select the rules to associate with the form, and add them to Selected Business Rules. To remove associated rules, select the rules under Selected Business Rules and remove them.

   By default, the Calculate Form rule and the Calculate Currencies rule is selected. Calculate Form is automatically created for forms to calculate subtotals. Calculate Currencies is created for forms that include multiple currencies in a row, column, or page, to enable converting values among the available currencies. You can remove Calculate Currencies if you use customized calculation scripts to calculate currency conversions. You can remove Calculate Form to prevent users from calculating data in forms.

4. To change the order of selected business rules (the order in which rules display and launch), select a business rule in Selected Business Rules and click the up or down arrow to move it up or down in the list. The rule listed first displays and launches first; the rule at the bottom of the list displays and launches last.

   Caution:

   The order in which business rules launch is important and may affect data. For example, it's important to convert currencies first, before subtotaling.

5. To set business rule properties, click Properties.

   See Setting Business Rule Properties.

6. Click Save to save your work and continue creating or editing the form, or click Finish to save your work and close the form.