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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.

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.

For more information about execution order for before and after business rules, please refer to the Execution order article.


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:

  1. Open a business rule desired.
  2. On the form, check the Abort Action box.
  3. 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:

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

Business rules form fields

FieldMandatoryDescription
NameYName a business rule.
TableYA table on which a business rule will be performing.
DescriptionNA brief action description.
Set ValueNSelect a column of the table chosen in the Table field and define the needed value.
Abort ActionNWhen set to TRUE, and all conditions of a business rule are met then the transaction (update, insert, or delete) will be interrupted.
ActiveNWhen set to TRUE, a business rule will be performing; otherwise, it will not.
InheritanceNWhen set to TRUE, a business rule will be applied not only for the table specified in the Table field but also for all its child tables.
AdvancedNWhen set to TRUE, additional fields for configuration are displayed on the business rule form, including Script field.
When to Run tab
WhenN

Defines the moment of a business rule execution:

  • before – execution prior to the operation of the business rule launch trigger (prior to the updating, inserting or deleting a record)
  • after – execution after to the operation of the business rule launch trigger (after the updating, inserting or deleting a record).

This field is available when the Advanced is TRUE.

OrderN

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 TRUE.

PriorityN

Defines the importance of the business rule.

This field is available when the Advanced is TRUE.

Action InsertNWhen set to TRUE, a business rule will perform the actions when inserting a new record.
Action UpdateNWhen set to TRUE, a business rule will perform the actions when updating a record.
Action DeleteN

When set to TRUE, a business rule will perform the actions when deleting a record.

This field is available when the Advanced is TRUE.

Filter ConditionsN

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 MessageNCheck this box to display the Message text field if you want to show a message to a user when a business rule is performed.
MessageNEnter the message text you want to show to a user when a business rule is performed.
Advanced tab
ScriptN

The action sequence that will be executed when a business rule is launched, previous and current variables are available:

  • previous – the state of a record object before saving. On insert this variable is equal to empty SimpleRecord object.
  • current – record fields values that will be saved or deleted. The current object is still available after record is deleted.

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.

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