Adding a Business Rules step to a process

You can add a Business Rules step to a process to check multiple business rules to determine if a document should be accepted or rejected.

Procedure

1. Drag the Business Rules step onto the process canvas.

The Business Rules step Options dialog opens.

2. Type a custom Display Name for the step.

3. In the Profile Type list, select the profile type that represents the format of the document coming into the Business Rules step. These profile types are available for selection:

   • Database

   • EDI

   • Flat File

   • XML

   • JSON

4. Select or create a Profile that represents the structure of the document coming into the Business Rule step.

5. Click OK.

   The Business Rules step dialog opens.

6. Click Create a New Rule or the Add Rule icon.

A new business rule appears in the list on the left and its properties can be entered on the right.

7. Select the words New Business Rule on the right and type a more meaningful name for the rule.

8. Now you can add inputs, conditions, and error messages.

   note

   It is important to define all inputs first so that you can properly configure your conditions and error messages.

9. To add each additional business rule to the step, repeat steps 6–8.

10. When you are done adding business rules, click OK.