Enable business rules for statuses

Accessing business rules for statuses

• Statuses can have business rules of type Check or Execute.

• A status can have maximum 100 business rules enabled.

Guidelines for processing business rules on statuses

When a status has one or more business rules enabled, each of those rules will be performed whenever any process with To status equal to this status is performed.

• Business rules on statuses are triggered by To field of process.

• The rules will be performed in an arbitrary order. The order of the rules in the status window has no significance.

• The rules will be performed only on the item (such as work permit) if the new status of the item is equal to the To status on the process.

Enable business rules for statuses

1. On the Statuses window, right-click a status and select Enable business rules.

   

2. Select Check or Execute type.

   

   If you selected Check rules, a window of CHECK business rules opens.

   

   If you selected Execute rules, a window of EXECUTE business rules opens.

   

3. Select the Enabled checkbox to add a business rule to a status, and click Apply.

   To remove a business rule from a status, clear the Enabled checkbox, and click Apply.

   A Business rules statement appears on the Statuses window. For example:

   • Business rules are enabled: Check

   • Business rules are enabled: Execute

   • Business rules are enabled: Check/Execute

     Under the Biz rules column, the checkbox will show as selected if at least one business rule is enabled on the status.