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.
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).
Process starts with a form action: if it is update or delete action, data source is the database, and therefore the record has the previous block. The previous block represents form condition before action (form submission – insert, update, or delete), and the current blocks represent a form condition after the action is completed. Form submission can be performed by a user, script, or REST API request.
Before Rules run conditions:
- After record action start (create, update, or delete).
- Before the system performs the server updates.
After Rules run conditions:
- After record action start (create, update, or delete).
- After the system performs the server updates.
Role required: admin.
Abort business rules
It is possible to perform business rules that terminate the follow-up actions and processes.
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 record you need.
- In the When to Run tab, define the abort conditions.
- In the Action tab, select the Abort Action checkbox.
In the When to Run tab, check that the When field has the before field.
Click Save or Save and Exit to apply changes.
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 Definition → Business Rules.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply changes.
Business rules form fields
| Field | Mandatory | Description | ||||
|---|---|---|---|---|---|---|
| Name | Y | Business rule name. | ||||
| Table | Y | Table on which a business rule will run. | ||||
| Description | N | A brief action description. | ||||
| Set Value | N | Select a column and define the value you need. Available columns depend on the table specified in the Table field. | ||||
| 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 the Script field. | ||||
| When to Run tab | ||||||
| When | N | Defines the moment of a business rule execution:
This field is available when the Advanced is selected. It is not recommended to call record validation within scripts of the business rule of before type. Validation is applied automatically after the business rule of this type is executed. | ||||
| Order | N | Defines the order of the business rule execution. If there are several business rules, they will perform in the ascending order. This field is available when the Advanced is selected. | ||||
| Priority | N | Defines the importance of the business rule. This field is available when the Advanced is selected. | ||||
| Action Insert | N | Select this checkbox to execute the business rule when inserting a new record. | ||||
| Action Update | N | Select this checkbox to execute the business rule when updating a record. | ||||
| Action Delete | N | Select this checkbox to execute the business rule when deleting a record. This field is available when the Advanced is selected. | ||||
| 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. Use dynamic filter conditions like is (dynamic) or is not (dynamic) when composing conditional expressions to make your business rules more versatile. | ||||
| 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. Here, you can also copy the value of a Source Message (source_message) record. See the Interface Localization article to learn more. The field appears when the Add Message checkbox is selected. | ||||
| Advanced tab | ||||||
| Script | N | The action sequence that will be executed when a business rule is launched, previous and current variables are available:
You can call REM attributes in your business rule of before type, In this case, while your business-rule is processed, you will get the current attribute values, before the transaction occurs. | ||||
