Setting Business Rule Properties

You can specify whether business rules associated with forms launch automatically when users load (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.

To set business rule properties:

  1. Take an action:
    • To update the current form, click Actions, and then click Business Rules.

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

  2. There are four phases in a form where a rule can be assigned and each may have information relevant to that phase. Select from the following:
    • Run Before Load

    • Run After Load

    • Run Before Save

    • Run After Save

    Note:

    • Run After Load and Run Before Save are enabled only for Groovy rules. You can't select these options for calc scripts or graphical rules. For more information about Groovy rules, see Using Groovy Rules.

    • Some actions such as saving the grid, changing the page, or launching an action menu item will also reload the page after the operation completes. This ensures the grid contains the newest data. When this happens, the before and after load actions will run as they do in normal page loads.

    • While hidden runtime prompts are not supported for calc script rules on the before and after load options, they are supported for Groovy rules.

    • Groovy rules are not supported in composite forms.

    • Regarding Groovy rules:

      • If you purchased EPM Cloud before June 4, 2019, you can use Groovy rules only for applications of type “Enterprise” (available with Enterprise PBCS or PBCS Plus One licenses), Oracle Strategic Workforce Planning Cloud, or Oracle Sales Planning Cloud.

      • If you purchased EPM Cloud Standard Edition after June 4, 2019, you can use the Groovy rules included with the modules.

      • If you purchased EPM Cloud Enterprise Edition after June 4, 2019, you can use the Groovy rules included with the modules. Additionally, you can edit and create Groovy rules in Custom, Module, and Free Form business processes.

  3. 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.

  4. 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

  5. Click OK.