How to Create Policies and Rules
You can create rules with conditions that are logical groupings of logical operators (AND, OR, and NOT) applied to predicates (built-in or user-defined functions or operators) that take arguments (built-in or user-defined fact references). You can also right-click Conditions or logical operators and select a logical operator or built-in predicate from the context menu.
You can define actions (built-in or user-defined functions) to be executed if the rule condition evaluates to true.
If you include more than one predicate in a rule, all predicates must appear as arguments to a logical operator. (The top level can be a single .NET member, db column, or XML field/attribute that is of boolean type.)
To create a policy
In the Policy Explorer pane, right-click Policies, and then click Add New Policy.
A new folder, Policy1, is created under Policies. By default, version 1 of a new policy is created for you.
In the Name property pane, type a name.
To add a rule to a policy version
- In the Policy Explorer pane, expand [your policy], right-click Version 1.0 (not saved), and then select Add New Rule.
To add a logical operator to a rule condition
- In the Rule Definition window, right-click Conditions, and then click one of Add Logical AND, Add Logical OR, or Add Logical NOT.
To add a built-in predicate to a rule condition or logical operator
In the Facts Explorer window, click the Vocabularies tab, and then click the Predicates folder.
Expand a published version of a predicate vocabulary, and click the predicate you want.
Drag the predicate onto the logical operator, or onto Conditions if your rule will contain only one predicate.
You can also add a predicate directly from a data source, provided that the data element acts as a predicate (evaluates to true or false).
To add a built-in action to a rule
In the Facts Explorer window, click the Vocabularies tab, and then click the Functions folder.
Expand a published version of the function vocabulary, and click the function you want.
Drag the function onto Actions. You can also right-click Actions, and select a built-in action from the context menu.
To add an argument to a condition or action
In the Facts Explorer window, click the Vocabularies tab, and then click a vocabulary folder.
Expand a published version of the vocabulary, and click the term you want. The term must be of a type expected by the predicate or function.
Drag the term onto a predicate argument in a condition or a function argument in an action.
You can also add an argument directly from a data source or in the case of XML you can specify the field type in the properties when selecting a field; this must of course be compatible with the data itself , provided that the data element is of a type expected by the predicate or action. To add an argument directly from a data source, click the appropriate tab in the Facts Explorer window, navigate to the item you want, and drag it onto a predicate argument or function argument.
You can add a constant value to an argument directly by clicking the argument and entering the constant value you want.