Attach Rules to a Transaction 

You can attach rules to your transaction to enhance and support processing.  Global processing rules can be used by overriding and attaching them to your transaction.  The attached rule is an override at the transaction level of the global rule and the configuration is a copy of what is in the global rule.  The attached overridden rule can be edited in order to make the functionality specific to the transaction’s requirements.  See the XML Configuration Guide for a complete list of business rules.

Steps to Attach or Remove a Rule

1. Expand the associated transaction folder in the Main Explorer.

2. Right-click on the transaction’s XML file.

3. Select Edit Attached Rules.  The rule must be checked-in to see this option.

4. Select the rule to attach from the Rule List.

5. Use the  button to attach the rule. Or use the button to remove a rule.

6. Repeat as necessary.

7. Select Finish.

Note:  When you remove a rule from the list,  it is removed from the Attached Rules list and the transaction business packet.  The system will NOT update the list of rules on the Attached node under the transaction.  The only way to remove this would be to navigate to the Global Explorer tab and delete the rule.  The Global Explorer will not immediately reflect the deletions.  You should refresh from the Main Explorer to see changes.

Attaching rules adds them to the transaction’s Attached Rules folder and also automatically adds the rules to the TransactionBusinessRulePacket.  The order of the attached business rules in the TransactionBusinessRulePacket should be determined by the user according to configuration standards.  You expand each attached rule’s folder and check-out its XML file to configure the override appropriately.

Important: The Rules Palette always attaches the TransactionCosmetics and TransactionBusinessRulePacket business rules for each transaction; you do not need to attach them.