Creating a Business Rule

Note: See the JustWare Administrator Manual for in-depth descriptions of various rules and activities, and examples of business rules you might create to automate workflows for your office.

1. Begin by selecting Current Record View in the Business Rule Editor snap-in.

   Note: To toggle between Current Record View and Grid View, use this icon on the left side of the snap-in toolbar. You can also press Ctrl+G to toggle between the two views.

2. Add a new record.

3. Complete the following fields:

   • Start Type: Select the start type from the list:
     • After Update: Starts the business rule after the database has been updated.
     • Batch: Creates a batched workflow that runs on a schedule.
     • Before Update: Starts the business rule before the database is updated.
   • Workflow Name: Name the business rule.
   • Active: Select this check box to make the business rule active.
   • Wait for Execution: If this box is checked, you will have to wait for the results of the business rule to return before proceeding. If this box is not checked, the workflow will run prior to the completion of the business rule's execution.

4. Click and drag activities from the Activity Pane into the Workflow Editor.

   Note: A result activity must be dropped inside the dotted outline around the trigger activity to which it is associated in order to be involved in the trigger activity workflow.

   

   Note: There can only be one trigger per business rule. A result does not turn into a trigger to which another result can be attached. A separate business rule must be created for a different trigger, even if this trigger is the same as the result of a business rule.

5. For both the trigger and each result, select or type all required (indicated by an asterisk) and relevant data in the Activity Configuration snap-in. See Activity Configuration Snap-in for more detailed instructions on configuring the Activity Configuration snap-in for each activity.

6. Configure the business rule for either Non-batched Workflows or Batched Workflows:

   Non-batched Workflows	Batched Workflows
   To run the business rule when a snap-in is modified, select desired parameters in the Non-batched Workflows snap-in. See Non-batched Workflows Snap-in for more information.	To automatically run the business rule on a schedule, select desired parameters in the Batched Workflows snap-in. See Batched Workflows Snap-in for more information.

7. Indicate the agencies that this workflow will be executed for in the Execute For The Following Agencies snap-in. By default, all the agencies are selected.

8. Save the session.

   The business rule is now complete and will run according to the settings configured in the steps above.

Guidelines

• There can only be one trigger per business rule. A result does not turn into a trigger to which another result can be attached. A separate business rule must be created for a different trigger, even if this trigger is the same as the result of a business rule.
• If a business rule has a trigger of an event status update, the Non-scheduled Workflows must include a snap-in name field of event: Events in order for event status changes made from a pop-up reminder window to trigger the business rule. If a snap-in name of name: Events or case: Events is specified exclusively, the business rule will not be triggered by an event status change from a pop-up reminder.
• Business rules with financial triggers can only have financial results.
• Financial results can be included in a business rule with any trigger type. It is necessary to use discretion, however, when creating a business rule of this type because a financial obligation cannot be created for a case that does not include at least one charge. Business rules that include financial obligation results will not work in such a scenario.
• Business rule results must be dragged and dropped within the dotted outline of the business rule trigger to be included in that trigger activity workflow.
• For detailed examples of various business rules you might use, refer to the JustWare Administrator Manual.

Caution: Care needs to be taken when setting up business rules that are affected by complementary programs such as JDA. For example, if a business rule is fired by the insertion of a document, which in turn generates new documents, then the generated document records created in JustWare will not link to actual documents. Moreover, if a change is made in a JustWare session that does not contain a filing cabinet snap-in and that change triggers a business rule to generate a new document, then the document will not be generated.