You define a category at rule project level and then assign
it to a business element.
About this task
You define categories at rule project level. When you
have defined a new category, you can assign it to business elements
and use it in business rule category filters.
Procedure
To define a new category and assign it to a business
element:
- In the Rule Explorer view, right-click
the rule project and then click Properties.
- In the side pane of the Properties dialog,
click Categories.
- On the Categories page, click Add.
- In the New Category dialog, specify
a name for the category and then click OK.
The Categories page displays the new
category in the category list.
- Click OK to close the Properties dialog.
The rule project now has a new category, which you can assign
to a business element.
- To assign a category to a business element, go to the Outline view
and then click the business element to which you want to assign the
category.
- In the Categories section of the BOM
Editor, click Edit the categories.
- In the Categories dialog, select a
category in the All categories field and then
click to move it across to the Selected
categories field.
You can also double-click
the category to move it from one field to the other.
- Repeat the previous step for each category you want to
assign.
- Click OK to close the Categories dialog.
Results
The rule project now has a new category and the Categories section
of the BOM Editor lists the categories that you defined for the business
element.
Note: When you delete a category from the rule project,
it is not deleted from the business elements and rule category filters
that use it. To delete it fully, you must also delete it using the
BOM Editor. You do not get a warning message to prompt you to delete
using the BOM Editor.