Checking out a rule
To avoid accidental rule changes or conflicts that might result from multiple developers working on the same rule, perform a check out, so that you can lock the rule and safely make changes to it. By checking a rule out before editing, you avoid unwanted rule changes, and as a result save time and maintain a better quality application.
- In the navigation pane of Dev Studio, click Records, expand the category that contains the rule that you want to edit, and then click the rule.
- In the header of the rule form, click Check out.Your application places a copy of the original or base rule in your personal ruleset. No other user can check out this rule until you check in your changes.
- Modify the rule as appropriate.
- Click Save.Your application saves your changes into the checked-out version of the rule. These changes are visible only to you. When you run rules in your application, they resolve to only your checked-out version.
- Standard rule checkout
The Check out button appears for standard checkouts when all the following criteria are met:
- Performing a private edit
To ensure that your application meets the unique needs of your customers, you can modify a rule that is unavailable for regular checkout by performing a private edit. Check out rules as private edits to edit rules that belong to locked rulesets.
- Checking out a rule to a branch
You can check out a rule to a branch so that you can make changes to a rule and then save it in the branch ruleset. For information about rule resolution for rules saved to a branch ruleset, see .
- Viewing your checkouts and accessing bulk actions
Click the Checkouts icon in the Dev Studio header to open a list of rules checked out by your operator. Rules are organized by type, name, and Applies To class.
- Rule checkout notes
Note the following information when you are checking out rules:
- Rule checkout tips
You can use several features to determine that you have checked out all the rules in your application You can also use other features to undo changes and to override the default check-in procedure.
- Personal ruleset
Users who have the Allow rule check out option enabled for their operator IDs can place copies of rule instances into a personal ruleset. The name of this ruleset is the Operator ID, such as [email protected] The personal ruleset is sometimes called the private ruleset.
- Checking in a rule
To make your changes available to your development team after you check out and edit a rule, check in the rule. When you check in edited or updated rules, you contribute to the efficient development of your application and avoid errors that might occur when other developers work on the same rule.
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