Business Rules

Description

The Business Rules module allows you to set up business logic as a set of business rules. These rules can be called from ETL and can also call ETL chains, allowing them to integrate seamlessly with the rest of the Ambience modules.

Module Interfaces

Interface Description Required Privilege
Business Rules Allows Business Rules access mod-business-rules
Business Rules Designer Allows Business Rules Designer access mod-business-rules-designer

Add

To add a Business Rules record, start by clicking on the “Add” button on the upper right corner of the page.

The “Add Panel” will appear.

Field Description Mandatory Input Type Constraints Default Value
Properties
Name Unique name assigned to the Business Rules record. Y Text field Any text (case-sensitive) Empty string
Chainset Select the ETL chainset to be used. N Drop-down list Select from list Not selected
Enabled If selected, enables the Business Rule record. Y Checkbox True (selected) or false (unselected) Selected
Roles
Roles Roles that can access this Business Rule record. N Checkbox One or more can be selected. Not selected
Workgroups
Workgroups Workgroups to be associated with this Business Rule record. N Checkbox One or more can be selected. Not selected

In the “Properties” section, key in an unique name for the new Business Rules record in the “Name” field. It is case-sensitive. Select the desired ETL chainset from the drop-down list in the “Chainset” field. The “Enabled” field is selected by default. Do note that ETL can only access enabled record.

In the “Roles” section, select the desired role that can access the record. In the “Workgroups” section, select the desired workgroup to be associated with the record. Alternatively in these sections, you can search for the role/workgroup by using the search function at the top of their respective sections. There are options to select all, select none and invert selection by clicking on their respective icons next to the search function.

Click on the “Save” button at the top right corner of the panel to create the new Business Rules record. Clicking on the “Cancel” button aborts the action.

Do note that if an option is selected from the drop-down list for the “Workgroup” field at the top of the page, any Business Rules record added to the management page will have the selected workgroup added to it. For example, if “Workgroup A” is selected, a new business rule “New-BR” is added. The “New-BR” will have “Workgroup A” added to its properties.

Refresh

After performing actions on the browser/tab, the list is reloaded to display the business rules. The manual “Refresh” button is available and is particularly useful if there are others making changes on the same page.

The “Refresh” button is found on the upper right corner of the page. Clicking on it reloads the list.

Upload

To upload a record, start by clicking on the “Upload” button on the upper right corner of the page.

The “Upload” dialog box appears on the page.

Browse to the location of the file (<filename>.business-rules.json) to be uploaded and set the “Name” field. By default, the “Name” field uses the name of the upload file. You can change it to an appropriate name if desired. If the file to be uploaded is to replace an existing record, select the “Overwrite” field. Do note that the “Name” field must be unique, or an error message will appear.

Field Description Mandatory Input Type Constraints Default Value
File Browse to select file to be uploaded. Y “Choose File” button Any text Empty
Name Unique name assigned to the file to be uploaded.
When a file is specified in the above field, this field will automatically takes in the file name of the specified file.
Y Text field Any text Empty string
Overwrite If selected, overwrites existing record. N Checkbox Select or not selected Not selected

Click on the “OK” button to upload the selected file. Click on the “Cancel” button to abort the action. A message will appear after the file has been successfully uploaded.

If the name of the record to be uploaded already exist, an error message will appear.

To overwrite the existing record, select the “Overwrite” field in the dialog box, then click on the “OK” button.

You can arrange/sort the list of records in ascending or descending order by clicking on the name of the desired field. By default, the list is sorted by the “Name” field in ascending order.

Edit

To modify an existing record properties, click on the “Edit” icon under the “Actions” column corresponding the desired record.

The “Edit” panel will appear.

Edit as desired and click on the “Save” button to save the changes.

You can enable or disable a Business Rules record. ETL can only access enabled records.

Do note that if you are not the owner of the record, the icon will not appear.

Open Editor

To open the Business Rules record, click on the “Open” icon under the “Actions” column corresponding to the desired record.

The Designer page will be displayed.

In this Designer page, you can edit, add, delete rules and their flows that connects between the rules.

For more information on the Designer, see Designer.

Download

You can download an existing Business Rules record by clicking on the “Download” icon under the “Actions” column corresponding the desired record.

The downloaded record has the following filename format <filename>.business-rules.json.

Delete

Deleting a Business Rules record removes it from the list.

To delete an existing record from Ambience, click on the “Delete” icon under the “Actions” column corresponding the desired record.

If you are not the owner of the record, the icon will not appear.

There is an option to undo the deletion. A notification with an “Undo” button appears right after clicking on the “Delete” icon.

Upon clicking on the “Undo” button, the deleted record is restored and is added back to the list. Do note that the notification will disappear after a few seconds.

Workgroup

The “Workgroup” field at the top left corner of the page allows you to filter the Business Rules records associated with the selected workgroup.

Simply select the desired workgroup from the drop-down list and the record associated with the selected workgroup will be displayed.

Do note that if no workgroup is created in the Workgroups module, the “Workgroup” field at the top left of the page will not appear.

Search

The search bar appears on the upper left corner of the page.

This provides an easy way to search through the list. It is case-insensitive and displays records that have the entered search value in any of the values of the fields below:

  • Name
  • Chainset
  • Owner
  • Workgroups
  • Roles
  • Last Modified