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Business rules creation

You can create a business rule that will be running when running when inserting, updating or deleting a record.

To create it, please perform the following steps:

1. Navigate to System Definitions → Business to System Settings → Business Rules.
2. Click New and fill in the fields.
3. Click Save or Save and Exit to apply the changes.

Business rules form fields fields

Abort business rules 

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abort business rule abort business rule

It is possible to perform business rules that terminate the follow-up actions and processes.

To make your business rule abort the follow-up processes, complete the steps below:

1. Open a business rule record you need.
2. In the When to Run tab, define the abort conditions.
3. In the Action tab, select the Abort Action checkbox.

4. In the When to Run tab, check that the When field has the before field.

   Tooltip
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   The When field is displayed when the Advanced checkbox is selected.

   
   

5. Click Save or Save and Exit to apply the changes.

Out-of-the-box business rules override 

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override override

If necessary, some out-of-the-box business rules can be overridden.

• For applications other than Simple, it is sufficient to copy an out-of-the-box rule using the Make a copy action and deactivate the original rule. Then you can determine the required logic in the copy of the rule.
• For the Simple application, the majority of the rules are delivered withProtection Policy = Protected, thus you can not simply deactivate them. However, the rules of the When=before type can be overridden by rules with the same start conditions of a higher order. For example, an out-of-the-box rule with the before type generates a value in the Subject field. The order of the rule is 999. To change the value generation logic, it is sufficient to make a copy of the rule using the Make a copy action, determine a specific logic and set Order = 1000. If the value in the field must remain unchanged, use the rule triggered by an Action Update event with the following script:

(function executeRule(current, previous = null /*not null only when action is update*/) {
  if (previous) {
    current.subject = previous.subject;
  }
})(current, previous);