Set up a rule

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

Prerequisites

In the Cockpit, select the Rules Engine tool.

Result: A table of all rules available in the system is shown.
Select Create.

Result: The Create Rule dialog opens.
In Name, enter a meaningful name for the rule.
Select Create.

Result: You start in the General tab of the rule.
In Package, assign a development package of artifacts to the rule.
In Description, enter a meaningful description for the rule.

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

Result: The User Roles dialog with all available roles in the system opens.
Select a role. Result: The rule only applies for users that have this role assigned.

You can use the Role tool to define or change roles.
Select Save.

Result: The Rules Engine tool adds an ID to your rules and saves change dates.

You have completed initial setup for the rule and can add attributes and conditions to the rule.