Work with business rules

You can modify, copy, delete, and unlock a business rule. You can open a business rule version, delete a specific version, and compare between two versions of a business rule.

You can also tag a business rule. See Tag an item.

To work with business rules, navigate to Workflow > Business rules. The business rules list page appears. Locate the business rule.

Modify a business rule

Locate the business rule.
On the list of business rules, click the business rule to modify.
The business rule opens in the Design view in a new browser tab.
Make changes as needed.
Save the rule.

Copy a business rule

You can create a copy of an existing business rule to use as a template for new rules.

In the business rules list, on the context menu of the business rule to copy, click Copy.
A copy of the business rule prefixed with "Copy 1 of" to the <business rule> appears on the Business rules page.
Open the copy of the new business rule.
The business rule opens in a new browser tab.
Make changes, such as renaming the business rule.
Click Save.

Once a copy is created, you can modify it to customize it to your requirement.

Unlock a business rule

Whenever a business rule is released, it is locked by default so that other resources cannot modify it. You can unlock a business rule to allow modification.

In the business rules list, on the context menu of the business rule to unlock, click Unlock. On confirmation, the business rule is unlocked and is available for modification.

You can lock a rule again. When you open an unlocked rule, a message appears to confirm whether to lock the rule. On confirmation, the rule is locked.

Delete a business rule

In the business rules list, on the context menu of the business rule to delete, click Delete. On confirmation, the business rule and all previous versions are deleted.

Work with business rule version

You can open a business rule version in a read-only mode. For each version you can view the resource that modified it, the last modified date, and comments (if any). You can also revert to a previous version if it is not the latest version, and delete a version.

Open and view a business rule version

You can open a business rule version from the context menu or the File tab. You can open any version; however, you can modify only the latest version.

In the business rules list, on the context menu of the business rule to view versions for, click Versions. Alternatively, on the File tab, click Version history.

A list of all the versions for the business rule appears.
On the list of versions, click the link for the version to view.

The selected business rule version opens in a read-only mode.

Revert to a business rule version

Revert a business rule to create a new version of the rule, based on an earlier version. All the items of the selected version are available in the newer version. For example, during the Christmas sale, the garment company might have initiated extra discounts on certain brands. Therefore saved and released to create a new version of the rule and immediately put it to use. However, after the season is over, the company opts to revert to the previous version to remove additional discounts. You might then want to pick the earlier business rule version and quickly replace the current version. When you revert to a previous version, the latest changes made to the rule are discarded, and the previous version of the rule is saved as the latest version.

In the business rules list, on the context menu of the business rule to open the versions list for, click Versions.
On the context menu of the version of the business rule to revert, click Revert.
On confirmation, the business rule version is reverted to the selected version.
Release the business rule. A new version of the business rule is created. The Versions list is updated to include the new version.

Delete a business rule version

You can delete a redundant version of a business rule.

When you delete a version of a rule, the selected version and all previous versions are deleted. For example, if you delete version 3, version 1 and version 2 are also deleted.

In the business rules list, on the context menu of the business rule to open the versions list for, click Versions.
On the context menu of the version of the business rule to delete, click Delete.
Once you confirm the deletion, the selected version and all previous versions are deleted. For example, if you delete version 3, version 1 and version 2 are also deleted.

Compare business rule versions

You can visually compare the workflow along with details of various items that have been added, deleted, or updated between the two selected versions of the same rule.

The "Compare" option is not available for decision table and work queue automation rule.

In the business rules list, on the context menu of the business rule to compare the versions, click Compare.

A new browser window opens with the rule name.
On the Compare versions lists, select the versions to compare.

By default, the current version appears in the first list and the previous version appears in the second list. You can also view the details such as business rules name, version, resource that last modified it, and the last modified date.

Click the following tabs to see the comparison between the two business rule versions. The newly added items appear in green, updated items in blue, deleted in red, and matching (that is, no changes) appear as is.

Tabs	Description
Design	Use this tab to visually compare the workflow. You can zoom the workflow in and out if needed (default: 100%) and view the color legend. You can also compare the properties of a node. Double-click a node on any side of the map. The Node properties window appears displaying the properties updated for the two selected versions. Click  to close the pop-up window.
Properties updated	Use this tab to view the comparison between the business rule properties. If there is more than one change, the updated property is displayed as "(Value updated)".
Variables	Use this tab to view the comparison between the variables such as the ID, name, type, value, and the initialization of the variables. The total count and the count of changed, new, removed, and unchanged variables is displayed in the footer.
Business data	Use this tab to view the comparison between the business data such as the name, description, and value. The total count and the count of changed, new, removed, and unchanged business data is displayed in the footer.
Data models	Use this tab to view the comparison between the data models such as the name, and the last modified date. This tab is not available for Decision table and Work queue automation rule.

Click Close.

The browser window is closed.

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