This document intended to provide a detailed guide on how to deploy a Business Rule using Data Setup App.

Version – 2022x FD01 (FP2205), 2023x FD04 (FP2333)

Pre-requisites: User must be assigned with Owner Role or  Administrator role

Introduction

Data Setup is an app that enables the Administrators to associate physical resources with resource tables and resource sets with collaborative spaces for given apps.

On 3DEXPERIENCE Platform, a user having an Owner or Administrator role can access the Data Setup app.

Create and Deploy Business Rule

Following steps can be followed to deploy the business rule in Data Setup App:

1. Login to 3DExperience as Admin or other user with Owner role.                                                               
2. Click on compass and open the Data Setup app

   Create a new Resource Table

1. Right-click on any Resource Set ID (for example, “PLM Business Logic Implementation”) and click Create a new Resource Table as shown below.  
2. Give appropriate Title to the Resource Set and press OK button.
3. Give a suitable title, and click OK. The Resource Table will be created as shown below.  
4. Edit the created/ existing Resource Table.
5. ​​​​​The Resource Table is created with a list of available Opening ID’s as shown in the following image.

Creating a Business Rule

1. After creating a Resource Set, the next step is to create the business rules. Double click on Resource column to select a Business Rule.  Before creating a new Business Rule it's important to check the 'Opening ID' as shown in below image.
2. To create a new Business Rule select the 'Create a new Business Rule' option
   
3. User can set the Title, Description of the Business Rules, Scope of the Business Rules and the Precedence over other business rules. Click OK, the Business Rules Development Editor opens.  
   
4. Select appropriate ThisObject and Parameter values, write the Business Logic in the Editor and press OK button. 

• ThisObject: It is the input object type to which the rule is applied, also called the Fact type.
• Parameters: Provides contextual information and contains information on the context in which the rule operates

Deployment of Business Rule

Follow the steps below to deploy the business rules:

1. Save the Resource Set.
2. Drag and drop the Resource Table to the appropriate collaborative space.  
3. For server side business rules, right-click on the Resource Table you have associated with the collaborative space and select Deploy the server Business Rules option, the business rules is deployed. This must be done after each business rules/resource set modification.​​​​​​​

Authors

Author: @JJ ​​​​​​​

For any queries, please reach out to: @JJ ​​​​​​​or @KA ​​​​​​​