How to set up and edit a business rule
A guide to set up and edit a business rule
Last updated
A guide to set up and edit a business rule
Last updated
To start setting up a new business rule click the "Create business rule"-button in the top right corner of the Business rules page.
You must choose a name for your business rule, this name does not have to be unique because the business rule will be assigned a Uid. We suggest using explanatory and distinct names however, as this wil make it easier for everyone working in the PIM.
You can give the rule a description and choose whether the rule is active or not.
Now you need to choose a trigger. To do so, click "Click to select a trigger". This will open a select trigger wizard.
Within the wizard you must first choose a trigger that determines when your rule will run. For this example 'Variant value changed' is chosen. The wizard will ask you to select any setting for the trigger if applicable. In this example the wizard asks what attributes to look for. When you have chosen the necessary settings click "Confirm".
This will take you back to the business rule setup page. Under the trigger that was chosen, a box with the text "Execute these actions" will have appeared. Click "Add Action" inside the box to open up 'Select action'.
Choose the action you wish for your business rule to execute. The available actions depend on the chosen trigger. For this example "Create a Task" is chosen. When you have chosen an action, you will be asked to configure that action. In this example we need to set up a task. When you have configured your action click "Confirm". This will take you back to the business rule setup page. Note that you can add more than one action to your business rule.
When you have finished setting up your business rule click "Create business rule". This will save the business rule and assign it a Uid.
To test that your business rule runs; hover your cursor over the trigger and a small "Start"-button should appear in the top right corner of the box.
To delete an action or trigger simply click the "Trash can"-icon when hovering over them. If you delete the trigger you will delete the entire rule setup for your business rule.
Actions can be dragged around to change the order in which they execute.
To edit your business rule hover over the trigger or action you want to edit. A symbol will appear in the top right corner. Editing an action or trigger will allow you change the configuration but not the type.
