Generate Comments Business Rule

Use GenerateComments business rule to generate comment on any entity through an activity. It accepts an ObjectArray defined in transaction math that contains all of the field data for a comment, and the target entity for the comment.

Attach the GenerateComments Business Rule

Attach the GenerateComments business rule to transactions. When the transaction is processed as an activity in OIPA, it automatically generates comments in the target entity.

Following are the two steps in this process.

  1. Configure the GenerateComments business rule
  2. Attach the business rule to the transaction

Configure GenerateComments Business Rule

  1. Navigate to the Global Rules Explorer tab and open Business Rules | Attached.

  2. Right-click on the GenerateComments node and select New GenerateComments Override.

  3. Select the Company, Plan and transaction where the override will apply.

  4. Click Finish.

Steps to Attach GenerateComments Business Rule

  1. Navigate to the Main Explorer tab and open the plan where the transaction resides.

  2. Open the transaction folder and find the transaction.

  3. Right-click on the transaction's XML file and select Edit Attached Files.

  4. Move the GenerateComments business rule over to the attached rules column.

  5. Click Finish.

  6. Open the XML for the rule override and configure as needed.

  7. Check-in the rule to save changes to the database.