Create a business rule

Create new business rules just as you create business process maps, except that, for a business rule you define the inputs and outputs. A business rule can only contain automatic activities.

Once a rule is created, you can save the rule in an unreleased (work in progress) state so that it can be modified later. However, you must release the business rule before using the rule in a process or form.

  1. Navigate to Workflow > Business rules.
    The Business rules page appears.
  2. Click New > Flow rule.

    Clicking the New button opens a new flow rule by default.

    A new business rule opens in a new browser tab.

  3. Configure the properties for the business rule. See Properties of a business rule.
  4. Create variables for the business rule, and set the variables as rule inputs and outputs.
    1. On the modeling bar of business rule, click Variables and click New.

      The New variable dialog box is displayed.

    2. Enter a Name for the variable.
      By default, the name of the variable becomes the ID of the variable; however, you can change the ID if needed.
    3. Select the variable Type, such as Date. (Default: String)
    4. To set the variable as input, select Input.
    5. To set the variable as output, select Output.
      Note A business rule supports dynamic complex variables as input. These input variables can hold the data from a table field within a document for validation, such as in creating a running total for a column.
    6. Provide a Value for the variable.
    7. Click Add.

      The Variables page appears.

    8. Similarly, create other variables.
      By default, all the variables are sorted on Name and displayed in the ascending order. However, you can sort (ascending or descending) on the following columns: Name, ID, Type, Value, Input and Output.
    9. To view the variables of a specific type, on the Type filter, select the variable type, such as Folder. (Default: All)
      The variables of selected type are displayed.
      Note The Type filter only contains the variable types that exist in the list for the current business rule.
  5. To set the order in which TotalAgility should process the input and output variables, perform the following steps:
    1. Click the Input/Output order link on the Variables page. The Input/Output variables dialog box is displayed.
    2. Select the Input or Output tab, and use or .
    3. Click OK.
  6. Add activities, decision nodes and an end node.
    Note A business rule only supports automatic activities (except Export and Transfer); it does not support manual activities.
  7. Release the rule.