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Finding rules by custom field

Updated on November 18, 2021

The Find Rules by Custom Field wizard helps you generate a tailored report of rules in the system with custom fields defined.

Note: Only Decision rules are supported by this wizard by default. You can include additional rule types in search results by overriding the standard list view rule Rule-Obj-Class.getCategorizedRules.
  1. In the header of Dev Studio, click ConfigureCase ManagementToolsFind Rules By Custom Field.
  2. Filter the search results based on the value of a custom field.
  3. Choose which property values to include in the report that the wizard generates.
  4. Review the report.

Selecting a rule in the Find Rules by Custom Field wizard

Select the rules you want to include in the search by performing one of the following actions.

  • Select the check box next to an individual rule type to include it in search results.
  • Select the check box next to a rule category to include a group of rule types in search results.

Next: Setting filters

Find Rules by Custom Field Wizard - Step 2

Setting filters in the Find Rules by Custom Field wizard

Before you begin:

Enter criteria in this step to filter results based on the value of a custom field. For example, you can find all rules with an applies to class name that starts with Rule-Obj or a ruleset name that contains the string customer.

  1. Select a label from the Field menu of the custom field to evaluate. This list is populated by values in the pr_index_customfields database table. If you do not see a custom field in the list, it must be exposed as a column.
  2. Select a comparison technique from the Condition menu.
  3. Enter a string in the Value field to compare it with the value of the custom field selected in the Field menu.
  4. Add rows to define additional criteria or delete rows to remove them.
  5. In the Filter Logic (Advanced) section, specify the search criteria order of operations. Each row in the Filter by Custom Fields section is labeled by a letter. Enter a logical string using these letters, parentheses, and keywords AND, OR, NOT; for example, (A AND B) OR C. If no logical string is specified, the system uses AND to join all search criteria together.
What to do next:

Previous: Selecting a rule

Next: Selecting fields

Find Rules by Custom Field Wizard - Step 3

Selecting fields in the Find Rules by Custom Field wizard

Include additional properties in the generated report. The selections you make here only augment the returned results; they do not filter them.

Select the check box next to the property names to include as columns in the final report. You must select at least one property. As a best practice, include the Rule Type property to help organize results.

Previous: Setting filters

Next: Viewing the report

Find Rules by Custom Field Wizard - Step 4

Viewing the report in the Find Rules by Custom Field wizard

Review the list of rules matching the custom field search criteria. You can expand the report to look at individual items or view the full results offline in Excel.

Results are limited to 1000. Use more specific filter criteria to help isolate results.

Previous: Selecting fields

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