Creating a circumstance template
Create a circumstance template to define a set of conditions that your application evaluates at run time to determine whether a rule is available for rule resolution. By creating circumstance templates, you deliver a flexible application that starts relevant processing under specified conditions, without implementing complex and advanced business-logic solutions.
For example, in an application to review loan requests, you can define a circumstance template with properties that hold a loan amount, a customer income, and an account type that the customer has. At run time, the application starts relevant processing when the values of the properties meet specified conditions.
Creating a circumstance template is a first step in circumstancing a rule. As the
template holds only properties, you also need conditions to evaluate against the values of the
properties.
- In the header of Dev Studio, click .
- On the Circumstance Template Record Configuration form, enter
values in the fields to define the context of the template:
- In the Label field, enter text that describes the purpose of the circumstance template.
- Optional: To change the default identifier for the circumstance template, click Edit, and then provide a unique value in the Identifier field.
- In the Context section, select the application to store the template.
- In the Apply to field, press the Down arrow key and select the class that defines the scope of the circumstance template.
- In the Add to ruleset field, select the name and version of a ruleset that stores the circumstance template.
- Optional: To override the default work item that your application associates with this
development change, in the Work item to associate field, press
the Down arrow key, and then select a work item.For more information about your default work item, see Setting your current work item.
- Click Create and open.
- On the Template tab, in the Property field, press the Down arrow key, and then select the name of a property that you want to evaluate at run time.
- In the Label field, enter the name that corresponds with the
property in a circumstance definition.When you create a circumstance definition, which has a table layout, each row header displays a property label.
- Optional: To add more properties, click Add a row, and then repeat steps 4 through 5.
- Click Save.
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