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Procedures
Creating A Business Rule
From the Groups list, select the required group. The Fields list will be updated.
From the Fields list, select the required field. The Rules list will be updated.
Select the Rules list. A shadow will appear around the list to indicate it is selected.
Click New. The Business Rule dialog will be displayed.
Enter the details.
Click OK. The dialog will close and a new business rule will be created.
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A business rule clause in Framework ECM consists of an operand + a comparator + an operand. For example, the modified Initial Deposit Date must occur after the Sale Reported Date. |
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The customisation functionality has been included to enable users to change the terminology of these fields to suit.
From the Groups list, select the required group. The Fields list will be updated.
From the Fields list, select the required field. The Rules list will be updated.
From the Rules list, select the required business rule.
Click Edit. The Business Rule dialog will be displayed.
Enter the Custom Rule? status as Yes. The Rule String field will be editable.
Modify the rule string, as required.
Modify the Description field, if required.
Click OK. The dialog will close and the business rule will be modified.
Business Rules - String Syntax
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When a rule has been violated in Framework ECM, the screen remains in edit mode to enable the user to modify the offending fields to valid values. If the user cancels at this point, ALL CHANGES WILL BE LOST, including changed fields that satisfied their business rules. |
Business Rules - Rule Overrides
Business rules can be overridden on a per group and user level basis.
Per Group - Framework Security module - Preference - Framework ECM - Configuration - Enable Business Rules - Group
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Per User - Framework Security module - Preference - Framework ECM - Configuration - Enable Business Rules - User
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