Rules Usages

Bookmark

This rule type is used for letter generation, email generation, or to generate some other type of content. For this type, you need a template that references a bookmark. A template contains standard placeholders. Placeholders are areas that a system must fill with some additional information. A placeholder is then linked to the bookmark. You define a bookmark name and link it to a rule. The rule specifies how to extract the data from the system.

Business Constraint

This rule allows you to define some business constraints. For example, you could say that this account must contain a minimum of 10,000 dollars, or this account must have at least two customers, or this account must exist in some area or zip code. A constraint is always either True or False. The system, at runtime, calculates whether the condition is true or false. The result is always Boolean.

Business Event

Rules that interact with background processing events.

Business Object Attribute Constraint

Same as for Business Object but applies to attributes.

Business Object Create

Most commonly used. Creates a business object.

Business Object Delete

Deletes a business object.

Business Object Insert

Inserts a business object

Business Object Update

Updates a business object

Business Relation Constraint

Constrains a business Relationship. For example, you might want a Customer to Account relationship to contain no more than five accounts.

Business Relation Link

Creates a link between business objects

Business Relation Unlink

Removes the link between business objects

Capture

This rule is used for processing data that comes from outside the system. It specifies how you want to capture data and bring it into the system.

Empty

Empty rule type

Field Calculation

This means you can define the logic for a specific field value calculation.

General

This is a general configurable rule type

Scheduled Task

Scheduled tasks inside a task scheduler will use this rule. For example, suppose a case must be processed within 30 days of a service agreement. You can schedule a task that iterates through all cases and locates any cases not processed within 30 days. If not processed within the period, the system might send an email or other communication.

Workflow Activity Finalized Event

Use this rule to create functionality when a Workflow Activity Finalize event is fired. This event occurs when a work item leaves the activity.

Workflow Activity Initialized Event

Use this rule to create functionality when a Workflow Activity Initialize event is fired. This event occurs when a work item arrives at an activity.

Workflow Activity Routing Event

Use this rule to create functionality that executes when a work item moves from one Activity to another.

Workflow Activity Validate Send

Use this rule to create functionality that determines and checks the criteria needed to move the work item from one Activity to another.

Workflow Create Workitem

Use this rule to create functionality that executes when a work item is created.

Workflow Delete Workitem

Use this rule to create functionality that executes when a work item is deleted.

Workflow Finalize

Use this rule to create functionality that executes when Workflow for a specific work item is completed.

Workflow Initialize

Use this rule to create functionality that executes when Workflow for a specific work item is initialized.

Workflow Load Workitem

Use this rule to create functionality that executes when a work item is loaded for processing.

Workflow Transition Send

Use this rule to create functionality when a Workflow Transition event is fired. This event occurs when the work item is sent from one activity to another through a specific transition.

Workflow Transition Validate Send

Use this rule to create functionality that determines and checks the criteria needed to move a work item from one Activity to another through the selected Transition.

Workflow Update Workitem

Use this rule to create functionality that executes when a user or workflow updates a work item.