Chapter 8 Using Business Rules in a PDM

Creating a business rule in a PDM

Before you create business rules, formulate your rules by asking yourself the following questions:

• What business problems do I want to address?
• Are there any mandatory procedures for my system?
• Do any specifications set the scope of my project?
• Do any constraints limit my options?
• How do I describe each of these procedures, specifications, and constraints?
• How do I classify these descriptions: as definitions, facts, formulas, or validation rules?

To create a business rule in a PDM:

1. Select Model→Business Rules to display the List of Business Rules showing any business rules currently defined for the model.
   
2. Click a blank line in the list.
   
   or
   
   Click the Add a Row tool.
   
   An arrow appears at the beginning of the line.
3. Type a name and a code for the business rule.
4. Click Apply to commit the creation of the new business rule.
5. Double-click the new business rule line to display the business rule property sheet.
6. Select a business rule type from the Type dropdown list box.
7. Click OK.

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