Set up a rule

In this topic, you learn how to set up a rule in the Rules Engine.

Prerequisites

On the Cockpit, go to Development and select Rules Engine.

Result: You see all rules available in the system.
Select Add.

Result: A new wizard opens.
Enter a Name and a Description for your rule.
You can select a Package for the rule.

Selecting a package facilitates deployment by combining data from the same package.
Select the Role tab.
Select +Add.

Result: A new window with all available roles in the system opens.
Select a role. Your rule will now only be available for users that have this role assigned.

You can use the Role service to define or change roles.
Select Save. Result: Rules Engine adds an ID to your rules and saves change dates.

You have made the initial setup for your role and can now start to add attributes and conditions.