Modifying a Business Rule

When modifying a business rule, you must provide a rule name and a valid rule expression. All other properties are optional. You also have the option to create a copy of the rule. This adds a duplicate rule with a unique name to the current data source. You can then modify the rule as needed. This is helpful if you want to quickly create multiple rules with similar properties.

If you edit a library rule that is contained in a rule set, you can review the list of associated data sources that will be affected when you edit the rule. If needed, disassociate the rule's parent rule set from one or more data sources to limit the impact of the change.

Note: Required properties have an asterisk "*" beside their name.

To edit a business rule

Do one of the following:
- In the Rules Search Results view, go to the Rules Results tab and double-click a business rule to edit.
- Find a rule from the Home page Edit panel.
The Business Rule: Name panel opens.
Click the Properties tab to see the rule properties you want to edit.
To enable a disabled rule click the Enabled option. To disable an enabled rule, clear the selection.
In Name, modify the business rule name. A business rule name must be unique within the data source. Otherwise, you will see the following message: A business rule already exists with the name specified.
For Priority, click the drop-down list and select the rule priority. To add and manage rule priorities, see Business Rule Priorities.
In Description, modify the rule description.
For Passing Threshold, use the slider bar to modify the threshold percentage. You can also use the left/right arrow keys of your keyboard to set the value. Alternatively, you can enter a numeric value with up to two decimal places of precision, in the text box beside the slider, such as 92.78. If you do not add an appropriate value you see the message: Enter Percentage Value.

Note: The percentage value reflects the number of rows that should comply with this business rule; for example, enter 100 if all rows must comply.
For Categories, view the categories associated with the rule. To add or edit the associated categories, see Associating Categories to Rules.
For Maximum Failing Rows Returned, click the drop-down list and select Default (10,000 rows), Custom, or Unlimited. For Custom, specify the maximum failing rows returned by typing a numeric value (the default is 16,000). For more information, see Maximum Failing Rows Returned.
In Expression, define the business rule expression statement using functions, attributes, literals, and operators. You can define the expression manually or use the Expression Builder. You can open multiple instances of the Expression Builder.
1. To use the Expression Builder, click the edit icon . The Edit Primary Expression panel opens.
2. Define the expression statement in the text area. For attribute names that start with a zero, include the name within in single quotes, for example, '01line'. Otherwise, you will get an error.
3. To check your expression, click Validate. To check your expression as you enter it, select Auto-validate. When the expression is correct, a Validation Succeeded message displays under the text area. If the expression is incorrect, a Validation Failed message displays, along with the reason for the failure. For example, unexpected identifier or unrecognized variable. Modify the expression as needed.
4. Click Done to save the expression and close the Expression Builder.
To learn about the Expression Builder, see Using the Expression Builder.
Configure advanced options like Filter By, Group By, or Aggregate By using instructions in Advanced Options. If the rule is associated with a dynamic data source, the advanced options are not available.
For library rules, if the rule is contained in a rule set associated with two or more data sources, click Manage Impact to view or edit associations:
1. In the Manage Impact window, select one or more data sources. Do one of the following:
  - Click Disassociate to disassociate the rule set from the data sources. All rules in the rule set will be removed from the data sources. Changes you make to this rule set will no longer affect the analysis of the data sources.
  - Click Disassociate - Leave a Copy to disassociate the rule set from the data sources and leave a copy of the rule(s) in the data source. The rule(s) will no longer be connected to the rule set.
2. A message opens showing the impact of this change. Click either Disassociate or Disassociate - Leave a Copy.
Do one of the following:
- Click Save to save your changes and to keep the panel open for further modifications. If the rule is in a rule set that is associated with another data source, the Review Impact of Changes window displays. Click Manage Impact to view or change the data source associations or click Continue to save your changes.
- Click Save As to create a new rule in the current data source based on the current rule. The Save As New Rule window opens. The name of the rule you are copying displays in the Rule Name field, appended with _copy. Keep this name or enter a unique name for the rule and click Save. The new rule opens in the Business Rule: Name panel. Make changes as needed. Click Save to save changes, Run to analyze the new rule, Save As to create another rule, or Done to return to the original rule.
To add the rule to the library, click Add to Library > Add to Existing Rule Set or Add to New Rule Set. For more information, see Adding Rules to New Library Rule Sets.

Note: If the rule is already associated with a rule set, the Add to Library button is not displayed. A business rule can only be associated to one rule set at a time.
Click Run to analyze the rule. For more information on business rule analysis, see Running Business Rules Analysis.

Modifying a Business Rule - 17.1

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