When you access business logic, the work area is divided into four panes: Document types, Business logic, Business logic details, and Parameters. These are described below.
The toolbar buttons are described here.
All of the document types, fields, field groups, tables, and table cells of the selected process are displayed here.
These symbols are used. The number in parentheses after the name tells you how many business rules are configured for that item. Select one or more items to view those business rules in the Business logic pane.
Symbol | Description |
| Document type (with and without business rules). |
| Field or field group (with and without business rules). |
| Table (with and without business rules). |
| Table column (with and without business rules). |
Available options:
Hide unused | Hides items that do not have business rules. |
Filter | Hides all items whose names do not contain the text you type in the box. |
Right-click any item for these additional options:
Add business rule | Opens the Choose business logic template dialog, where you can select a business rule template. For more information see Adding and configuring a business rule. |
Copy to fields | Pastes the selected business rule into the selected fields or table columns of the document type. For instructions, see Copying a business rule to specified fields. You can filter field names for a specified text, or you can select/deselect all fields using Copy to all fields. |
Copy to all fields | Pastes the selected business rule into all fields or table columns of the document type. |
Copy to business rule group | Opens the Choose business rule group dialog, where you can copy business rules to other business rule groups. All business rules below the selected node are copied to other (selectable) business rule groups. |
Paste | Pastes a business rule that you copied (from the Business logic pane) into the selected field. |
Delete business rules | Deletes all business rules in the current node and its sub-nodes. |
Expand all | Expands all nodes in the tree. |
Collapse all | Collapses all nodes except the currently selected node. |
This panel shows all business rules of the item(s) you selected in the left pane, in processing order.
Select one or more business rules to display their details under Business logic details.
Hide deactivated rules | Hides rules that are not active. | ||||||||||||||||||
All rules active | Activates or deactivates all of the rules that are displayed in the list. | ||||||||||||||||||
Filter | In the Filter box you can type part of a name to filter the list. | ||||||||||||||||||
Columns | Right-click column headers to adjust which columns are displayed. (Some are always displayed.) You can then drag and drop the columns into the desired order. These columns are available:
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Add rule | Opens the Choose business logic template dialog, where you can select a business rule template. For more information see Adding and configuring a business rule. | ||||||||||||||||||
Delete rule | Deletes the selected business rules. | ||||||||||||||||||
Moves the selected rule(s) to the top, one step up, one step down, or to the end of the list. Tip: You can also drag and drop the rules to the desired position. |
Right-click any business rule for these additional options:
Add rule above Add rule below | Opens the Choose business logic template dialog, where you can select a business rule template. For more information see Adding and configuring a business rule. The new rule is then inserted above/below the selected rule. |
Cut | Cuts the selected items. You can paste them into another position. |
Copy | Copies the selected business rule. (Only available for one-field rules – rules with only one validated field, one trigger field and one field parameter.) |
Paste | Pastes the copied business rule to the cursor's position. |
Delete | Deletes the selected business rules. |
Copy to fields | Pastes the selected business rule into the selected fields or table columns of the document type. For instructions, see Copying a business rule to specified fields. You can filter field names for a specified text, or you can select/deselect all fields using Copy to all fields. |
Copy to all fields | Pastes the selected business rule into all fields or table columns of the document type. |
Copy to business rule group | Opens the Choose business rule group dialog, where you can copy business rules to other business rule groups. All business rules below the selected node are copied to other (selectable) business rule groups. |
Displays the configuration details of the selected business rule(s). You can edit them here.
The name of the business rule is displayed at the top.
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Rule activated | If selected (which it is by default), the business rule is executed (active). If the business rule belongs to two or more business rule groups, it says for example Rule activated – used in 3 business rule groups. You can disconnect the rule from other business rule groups by selecting Edit > Disconnect business rule, after which any changes apply only in the current business rule group. | ||||||||||||||||||
A two-line read-only description of the rule is visible. If the text is truncated, click it to read more. | |||||||||||||||||||
Condition | The condition(s) that determine whether or not the rule is executed. Optional. | ||||||||||||||||||
Execute when false | Reverses the condition, and executes the rule if the condition is false instead of true. | ||||||||||||||||||
| Opens the Execution condition dialog, where you can add a condition. Use a procedure similar to the one described in Adding a condition to a business rule or Adding a condition to a business rule group. | ||||||||||||||||||
Opens the Execution condition dialog, where you can edit the condition. Note: Your changes will impact all business rules and business rule groups that use the condition. | |||||||||||||||||||
Trigger fields | Fields that trigger validation when they are changed. | ||||||||||||||||||
Validated fields | Right-click column headers to adjust which columns are displayed. (Some are always displayed.) You can then drag and drop the columns into the desired order. These columns are available:
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Message | Optional: A custom message about the business rule (shown in Verification); for example, a description of what the business rule is used for. If nothing is specified here, the system's standard validation message is displayed. |
Displays the parameters and values of the selected business rule. You can edit them here.
Tip: Here it is possible to change the parameters of multiple occurrences of the same business rule.
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