Rule Creation/Updation

How to create a Rule

• From the list of Projects, select the project to which you want to add the rule.
• Click on the "Add" button.
• Fill in the necessary details, select appropriate when entities to form the rule expression and then entities with values.
• Also there is an option to insert the existing expressions if any created via Expression store.
• User can view the difference between the existing rule and the latest modified changes by clicking on "Preview" button located at the bottom of the page.
• Once the Rule is created, it will be listed in the Rules table. On click of the rule, user is allowed to update the Rule configuration/Rule Results( depends on the user role)

Key-highlights

• Once a Rule is created, users are not allowed to change the Rule code and Rule Display Name.
• A Rule by default will be in "InProgress" state on creation.
• If "Always valid" is checked, then the "Rule Configuration (When)" is not validated.
• Can add any number of when/then entities.
• When entities of same product should be grouped together.

How to Update a Rule

• Click on the desired rule from the rule dashboard table so that the rule edit page opens.
• Edit the fields that needs to be updated.
• User can view the difference between the existing rule and the latest modified changes by clicking on "Preview" button located at the bottom of the page.
• Click on "Save" to save the rule.
• Fields like Rule code and Rule Display Name are not editable.

How to delete a Rule

• Click on the desired rule from the rule dashboard page opens the rule edit page.
• User can see a "Delete" button at the bottom of the page.
• Clicking on the "Delete" button deletes the rule from that project.

How to clone a Rule

• Click on the desired rule from the rules dashboard page opens the rule edit page.
• User can see a "Clone" button at the bottom of the page.
• Clicking on the "Clone" button will create a copy of the rule.
• User can modify the cloned rule and save it to the project.

Read only user

• The Users those who doesn't have write permission will see the "Add" button disabled in the rules dashboard page.
• Also, the existing rules of that project can only be viewed and can't be edited.

Rule Versioning

• Versions will be available only for the Active rules saved in the database.
• The "History" button will be visible only for the Active rules and to users who have write access.
• By clicking the "History" button, you can view up to the last 20 versions of the selected active rule.

• On click of the "History" button, you will be prompted to save any unsaved changes if any.
• On click of "OK" you will be redirected to the Rule Version page.

• In the Rule Version page you will be able to see a list of recent versions with the latest version at the top, and their corresponding rule values displayed in a read-only mode.

• Click on the "Preview" button to see the differences between the latest/ current version on the left and the selected version on the right.
• Any differences between the latest/ currrent version and the selected version will be highlighted.

• If you want to roll back to previous version of the rule, then click on the "Make Active" button so that selected version will now becomes the latest/current version of the rule.
• Click on the "Cancel" button to navigate to the Edit page of the selected rule.