
Rule set editor
A rule set captures decision-making business logic in the form of a series of if-then statements.
In a rule set, a business rule takes the form of an interaction between one condition and one action. In the rule set editor, the rule is presented in a tabular format that you can edit as needed. The editor is divided into several distinct areas, each with its own individual use as shown here.

The individual areas of the rule set editor
The
areas of the rule set editor are as follows:
- The interface area
- This area displays the interface that is currently being referenced by the rule set.
- The variables area
- This area displays the variables that are being used by the rule set to store its data.
- To create a new variable, click the
icon, or to remove one, highlight
it and click the
icon.
- The rules area
- Use this area to graphically compose your if-then rule sets.
- The previous screen capture shows two rules in this area ready to be defined. The first is an if-then rule (a), and the second is a rule that is based on a template (b). The template on which this rule is based is shown in the Templates section below.
- The rules area toolbar
- The icons in the rules area toolbar perform the following functions:
Icon Description 
Creates a new if-then rule. 
Creates a new action rule. 
Creates a rule that is based on an existing template. 
Creates a template based on the current rule. - The templates area
- Use this area to graphically compose templates for a rule set.
- The previous screen capture shows a single if-then template (c) that is ready to be configured.
- The templates area toolbar
- The icons in the templates area toolbar perform the following functions:
Icon Description 
Creates a new template for an if-then rule.
.Creates a new template for an action rule. - The properties area
- This area displays properties that are relevant to the object that is currently selected in the editor. Click the tabs to the left of this view to toggle through the pages. Some pages display properties in tabular format, and you can add or modify these properties by clicking the appropriate cell and then interacting with the graphical interface that appears.
- The contents of the page will differ on the activity or object chosen. In all cases, you can type F1 to launch a dedicated help window.
Working with the rule set editor
This editor
gives you complete control over the configuration of your rule sets.
Follow the links in the Related tasks section
below to learn how to do any of the following tasks:
- Working with variables
- Create an if-then or an action rules
- Convert a rule into a template
- Create a rule that is based on a template