Welcome > Workflow > Business rules > Work with business rules

Work with business rules

You can modify, copy, delete, and unlock a business rule. You can open a business rule version and also delete a specific version.

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

Modify a business rule

  1. Locate the case definition.
  2. 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.
  3. Make changes as needed.
  4. 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.

  1. 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.
  2. Open the copy of the new business rule.
    The business rule opens in a new browser tab.
  3. Make changes, such as rename the business rule.
  4. Click Save.

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

Note 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.

Open a business rule version

You can open a business rule version in a read-only mode, revert to a previous version if it is not the latest version, and delete a version.

You can open a rule version and also delete a redundant version of a 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.

View a business rule version

  1. In the business rules list, on the context menu of the process to view versions for, click Versions.
  2. On the list of versions, click the row 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 Christmas sale, the garment company might have initiated extra discount 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 discount. 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.

  1. In the business rules list, on the context menu of the business rule to open the versions list for, click Versions.
  2. On the context menu of the version of the business rule to revert to, click Revert.
  3. On confirmation, the business rule version is reverted to the selected version.
  4. 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.

  1. In the business rules list, on the context menu of the business rule to open the versions list for, click Versions.
  2. On the context menu of the version of business rule to delete, click Delete.
    Once you confirm 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.