Business rule is a server-side script running at the moment of inserting, updating, or deleting a record. Business rules are used for such tasks as conditionally automatic value change in the form fields or event creation for email notifications and script actions.
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Business rules can use scenarios to perform actions with records in the database. Even so, there are several other options of the script actions available, such as client-side scripts and UI-actions. |
The scheme below illustrates when Before and After rules run. Both execute after an action record start (insert, update, or delete).
Before rules run condition:
- Before the system performs the server updates.
After rules run condition:
- After the system performs the server updates.
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For more information about execution order for before and after business rules, please refer to the Execution order article. |
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Role required: admin. |
Abort business rules
It is possible to perform business rules that terminate the follow-up actions and processes.
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The abort business rules terminate the following processes: Business rules, Notifications, Approval Rules, etc. See Approval Management to learn more about approval rule rejection. |
To make your business rule abort the follow-up processes, complete the steps below:
- Open a business rule desired.
- On the form, select the Abort Action checkbox.
- Click Save or Save and Exit.
Business rules creation
You can create business rule that will be running when inserting, updating or deleting a record.
To create it, please perform the following steps:
- Navigate to System Definitions → Business Rules.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply changes.
Business rules form fields Anchor business rule fields business rule fields
| Field | Mandatory | Description | ||||||||
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| Name | Y | Name a business rule. | ||||||||
| Table | Y | A table on which a business rule will be performing. | ||||||||
| Description | N | A brief action description. | ||||||||
| Set Value | N | Select a column of the table chosen in the Table field and define the needed value. | ||||||||
| Abort Action | N | Select this checkbox to interrupt the transaction (update, insert, or delete) when all conditions are met. | ||||||||
| Active | N | Select this checkbox to make the business rule active. | ||||||||
| Inheritance | N | Select this checkbox to apply this business rule to all child tables of the table defined in the Table field. | ||||||||
| Advanced | N | Select this checkbox to display additional fields for complex business rules:
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| When to Run tab | ||||||||||
| When | N | Defines the moment of a business rule execution:
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| Order | N | Defines the order of the business rule execution. If there are several business rules, they will perform in the ascending order.
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| Priority | N | Defines the importance of the business rule.
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| Action Insert | N | Select this checkbox to execute the business rule when inserting a new record. | ||||||||
| Action Update | N | Select this checkbox tp execute the business rule when updating a record. | ||||||||
| Action Delete | N | Select this checkbox to execute the business rule when deleting a record.
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| Filter Conditions | N | A condition builder that allows using static and dynamic filters. After specifying a table in the Table field, all fields of this table will be available in the constructor.
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| Action tab | ||||||||||
| Add Message | N | Select this checkbox to display the Message text field if you want to show a message to a user when a business rule is performed. | ||||||||
| Message | N | Enter the message text you want to show to a user when a business rule is performed. | ||||||||
Advanced tab | ||||||||||
| Script | N | The action sequence that will be executed when a business rule is launched, previous and current variables are available:
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