Defining and assigning categories

About this task

You define categories at the 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.

To define a new category and assign it to a business element:

1. In the Rule Explorer view, right-click the rule project and then click Properties.
2. In the side pane of the Properties dialog, click Categories.
3. On the Categories page, click Add.
4. 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.

5. Click Apply and Close to close the Properties dialog.

   The rule project now has a new category, which you can assign to a business element.

6. 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.
7. In the Categories section of the BOM Editor, click Edit the categories.
8. 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.

9. Repeat the previous step for each category you want to assign.
10. 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 by using the BOM Editor. You do not get a warning message to prompt you to delete by using the BOM Editor.