Getting Started
This section introduces the Rule Repository's screen and the few ideas you need before you write your first rule. After reading it you will know where everything is, how to find a record, how a record's dialog works, and how a rule goes from an idea to the version your application uses.
The Rule Repository is one area of your application's page. It is made of three things:
- The tabs across the top, one for each kind of record: Source Objects, Source Versions, Rules, Rule Versions, Drafts, Tests, Live Evaluations and User Activity. Each tab shows a grid.
- The grid under the tabs: a list of records with filters above it and page controls below it. Every grid works the same way.
- Dialogs: a click on a row opens that record in a dialog over the grid. Some dialogs, such as New Rule, guide you through a task in steps.
At the right end of the tab row are AI, which opens the AI Assistant where your application offers it, and + New..., which starts a new rule, draft or test.
The ideas behind everything
- A source object is the data a rule looks at, such as an order or an application form. Your application provides source objects; you write rules against them.
- A rule is a decision written against one source object. Each time you save a change to a rule, the repository keeps it as a new rule version, and the earlier versions stay unchanged.
- One version of each rule can be live: that is the version your application runs. Making a version live is a deliberate step, and may need someone's approval.
- A draft is unfinished work that you can save as often as you like. A test runs a rule on sample values so you can see what it decides.
Read in this order
- Your First Rule: a short walk-through from a source object to a live, tested rule.
- Finding Your Way Around: the tabs, the buttons, notifications and confirmations.
- Grids: Filters, Sorting and Paging: finding the records you want.
- Record Dialogs: how a record's dialog is laid out and how to change a record.
- Words Used in This Guide: every term, one line each.