Rules

Rules are instructions for how to perform actions. They are defined independently of the processes in which they are used, so you can reuse the same rule across many processes. This also helps ensure that your logic is applied consistently across your processes.

Overview of Rules

Each type of rule has its own rule editor that provides the tools you need to configure the type of operation for that rule type. You can read more about each type of rule as follows:

• Queries: Find and update data in lookup tables or external data sources.
• Decision Tables: Visually represent sets of if-then statements and their corresponding actions.
• Document Merges: Update placeholders in a document with new data.
• Formulas: Define the relationship between input and output values with functions.
• Web Requests: Make an HTTP web request to a web service connection.
• Scripts: Create custom scripts accessible through a remote agent.

Each rule editor includes options to validate, test, publish, and version your rules. Validating and testing help ensure that the rules work as you expect, before you apply the rules across your processes. Publishing and versioning help ensure that the rules you use in your processes are the correct version.

To get started using rules:

1. Create a rule
2. Publish the rule
3. Use the rule in a workflow or business process

You can also import and export rules to share the rules with others.