Customizing Business Rules

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You can create business rules to provide custom validation logic for objects in PDMLink. These rules are used to determine eligibility of an object to go through defined checkpoints in the change management or promotion processes. You can require feedback on the result of the evaluation. The business rules validation is scalable and configurable.

Business Rules offer a validation framework which can be utilized within workflow execution. For example, before objects are released through the Change Notice workflow, you must ensure that none of the Resulting Objects are checked out. You can make a Business Rule to perform this validation.

This section focuses on the Business Rules Engine and provides a few working examples.

Intended Outcome

After going through this information, you should be able to start using the rules that are provided with Windchill 10.1 M010, or you should be able to create custom business rules for your change process.

You will then be able to use business rule sets and rules to validate that the objects are valid to be processed.

Prerequisite knowledge

To apply this information, you need to have an understanding of the following:

• Basic development involving Java and XML

• The management of Windchill properties

• Business Rules

Solution Elements

Element	Type	Package	Description
BusinessRuleSet	Java class	wt.businessRules	A BusinessRuleSet instance is the configuration used to navigate a set of business rules for a container.
BusinessRule	Java class	wt.businessRules	BusinessRule will hold the information about the rule to be executed. Each rule may have unique configuration requirements associated to it.
BusinessRuleLink	Java class	wt.businessRules	An ObjectToObject binary link holding the references to BusinessRuleSet and BusinessRule. Each BusinessRuleSet is associated to BusinessRules using BusinessRuleLinks.
BusinessRulesHelper	Java Class	wt.businessRules	Helper for the business rules service and engine.
BusinessRulesEngine	Java Class	com.ptc.core.businessRules.engine	The business rules engine will execute the validation of each business rule in order as defined by the execution plan set in the business rule set.
BusinessRuleSetBean	Java Class	com.ptc.core.businessRules.engine	Used to specify more than one business rule set and target collection relationship key at a time in order to generate an accumulation of results with one call to the business rule engine.
RuleValidationCriteria	Java Class	com.ptc.core.businessRules.validation	Contains information that is used by all business rules within a business rule set.
RuleValidation	Java Class	com.ptc.core.businessRules.validation	Interface for the business rule validators. Custom validators should implement this interface.
RuleValidationResult	Java Class	com.ptc.core.businessRules.validation	Contains one validation output per business rule. It contains a rule validation key to indicate the business rule that was executed. It will hold a validation status attribute to indicate if the business rule successfully passed the validation or not. The RuleValidationResult will also contain the target object, which links the result to a specific WTReference, and a list of feedback messages which contains text that could optionally be displayed in a report.
RuleValidationResultSet	Java Class	com.ptc.core.businessRules.validation	A set of RuleValidationResult objects.
BusinessRuleSetRelationshipDelegate	Java Class	com.ptc.core.businessRules.relationship	Used to get the seed objects for a primary business object that is to be evaluated for a particular business rule set. Relationship delegates are registered in service.properties. See the “Retrieval of Seed Objects” for more information on these delegates.

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