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Business Rules step dialog

The Business Rules step dialog is used to configure a Business Rules step in a process.

  • Add Rule - Used to add a business rule to the Business Rules step.

  • Change Profile - Opens the Business Rule step Options dialog, which is used to set a display name for the Business Rules step or to select or create a profile representing the structure of the document coming into the Business Rules step.

    • Display Name - User-defined name to describe the Business Rules step. It might be helpful to phrase the name as a question that applying the business rule will answer, such as “US destination?” If you do not specify a display name , the step will not have a label.

    • Profile Type - Selects the profile type — either Database, EDI, Flat File, XML, or JSON.

    • Profile - Selects the profile. The profiles available for selection are of the selected Profile Type. As an alternative to selecting an existing profile, clicking icon Create enables you to create a profile of the selected type.

    • OK - Saves the changes, closes the dialog, and returns focus to the Business Rules step dialog.

    • Cancel - Closes the dialog without saving the changes and returns focus to the Business Rules step dialog.

note

The Business Rules step Options dialog also opens when a Business Rules step is dragged to the process canvas.

  • Add a Field - Used to add a field for single output.

  • Alias - An alternative field name for referencing in conditions or the Error Message window.

  • Field - Used to select a field input definition from the profile.

  • Add a Function - Used to add a functions for variable output. Choose a standard or user-defined function from the library to manipulate one or more field inputs from the profile.

  • Alias - Alternative name for function reference for ease of use when defining function output(s).

  • Default values - Optional text boxes next to input definitions where you can set static values in the event that the input value is blank.

  • Top Level Operator - Operator in the main condition that determines if group clause(s) should use AND or OR.

  • Add a Condition - Link that generates another comparison line where you can specify:

    • Static value
    • Single field output
    • Single function output

  • Add a Group - Link that generates another top-level group where you can create one or more nested conditions.

  • Group Level Operator - Operator in sub-group that determines if condition(s) should use AND or OR.

  • Insert Value - Used to select fields and functions from the Inputs list.

The following operators are available when building conditions for business rules. The operators contains, does not contain, starts with, is empty, and is not empty perform string comparisons. They should not be used for numeric comparisons.

  • = - Equal To

  • != - Not Equal To

  • < - Less Than

  • > - Greater Than

  • <= - Less Than or Equal To

  • >= - Greater Than or Equal To

  • contains - Input field contains value defined in second input definition. (Special syntax for comparison against Static value is not required.)

  • does not contain - Input field does not contain value defined in second input definition. (Special syntax for comparison against Static value is not required.)

  • starts with - Input field begins with value defined in second input definition. (Special syntax for comparison against Static value is not required.)

  • is empty - Input field is not populated with any value. Use this operator in place of a blank static value to simulate the Decision step's comparison against NULL.

  • is not empty - Input field is populated with a value.