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  • Overview
  • How to proceed?
  • Viewing the business rules
  • Adding a business rule
  • Modifying a business rule
  • Validating a business rule
  • Making a business rule obsolete
  • Displaying the element linked to a business rule
  • Printing the business rules
  • Managing the business rules
  • Saving the business rules of current project
  • Importing business rules from a backup into the current project
  • Use a backup temporarily
  • Optimize the management speed of business rules
  • Repair the database of business rules
  • Notes
  • Displaying the "Business rules" pane if business rules are associated
  • Updating the business rules
  • Projects with the same name
  • Renaming the project
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Stored procedures
Overview
WINDEV, WEBDEV and WINDEV Mobile allow you to manage the business rules. A business rule is used to define a specific operating mode or to specify a particular process. For example: calculating a VAT rate, the rules for changing the status of a customer, the formula used to to calculate shipping and handling charges, ...
A business rule can be simple or complex.
The business rules are implemented by the project requirements, the project architect, the project manager, the developers, ...
WINDEV The business rules can also be implemented from the suggestions made by the application users via the "?" menu. In this case, the Feedback component is used.
A business rule is specific to a project and it can be linked to one or more project elements.
How to proceed?

Viewing the business rules

To view the business rules, display the "Business rules" pane (select "Project .. Business rules .. Display the pane of business rules" or click ).To view the business rules, display the "Business rules" pane: on the "Home" pane, in the "Environment" group, expand "Panes" and select "Business rules".
You have the ability to see:
  • the business rules of current element.
  • the business rules of current project.
  • the business rules of all your projects.
  • the business rules without link.
  • the rules corresponding to given criteria (project, element, author, status, ...).
This setting is performed via the "Filter" button:
The "Keywords" control is used to perform a search in the list of business rules.

Adding a business rule

To add a business rule:
  1. Click in the "Business rules" pane (or select "Project .. Business rules .. Create a business rule"). The window for editing the business rule is opened.Click in the "Business rules" pane. The window for editing the business rule is opened.
  2. Type the description of business rule. This description can be formatted (bold, italic, ...).
  3. To associate the business rule with:
    • the image found in the clipboard, click .
    • an image section on the screen, click and select the requested image section.
    • an image file, click and select the requested image file.
    • the document found in the scanner of current computer, click .
  4. To link the task to one or more elements, display the "Links" tab.
    You can:
    • select these elements manually:
      1st method: Display the element that must be linked to the task in the editor, click the "Target an element to link it" button and click the element to link. Repeat these operations for all the elements that must be linked to the business rule.
      2nd method: Click the "Choose in the list of project elements" button and select the elements to link.
    • select these elements automatically. To do so, click he "Conditions of automatic links" button and describe the selection conditions of the elements that must be linked to the business rule (the relevant projects, the relevant elements, the selection criteria, ...).
  5. Validate.
Notes:
  • The window for creating a business rule is a non-modal window: there is no need to close it to work on the current project.
  • A business rule can be defined on any project element (window, page, report, control, ...) and on the project itself.
  • The icon indicates the elements selected manually and the icon indicates the elements selected automatically.
WINDEV The business rules can also be implemented from the suggestions made by the application users via the "?" menu. In this case, the Feedback component is used. These business rules are displayed in red.

Modifying a business rule

To modify a business rule, click in the "Business rules" pane and perform the requested modifications.
The "History" tab is used to find out all the modifications made to the current business rule.
Note: The window for modifying a business rule is a non-modal window: there is no need to close it to work on the current project.

Validating a business rule

The validation rate of a business rule ("% done" column) depends on the status of the different elements linked to the business rule.
To validate a business rule, click in the "Business rules" pane and define the status of each element linked to the business rule. This status can correspond to:
  • "Pending": the business rule is not yet applied to this element.
  • "In progress": the business rule is currently applied to this element.
  • "Done": the business rule is applied to the element.
  • "Not affected": the element is not affected by the business rule.
The validation rate of a business rule is calculated as follows: Number of links for which the rule is respected / Total number of links x 100.

Making a business rule obsolete

To make a business rule obsolete, click in the "Business rules" pane.
The obsolete business rules can be displayed in the "Business rules" pane ("Display the rules corresponding to the following criteria" filter, "<All>" or "Obsolete" status). The obsolete business rules are displayed on a pink background.

Displaying the element linked to a business rule

To display an element linked to a business rule:
  1. Double-click the relevant business rule.
  2. Display the "Links" tab.
  3. Double-click the element to display.

Printing the business rules

You have the ability to print:
  • all the business rules of the project by printing the project documentation ("Project .. Business rules .. Print the business rules" or "Project .. Print the project documentation").all the business rules of the project by printing the project documentation: on the "Home" pane, in the "General" group, expand and select "Print the project documentation".
  • the business rule displayed ("Print" button).
Managing the business rules
The window for managing the business rules ("Project .. Business rules .. Manage the business rules" or ) is used to:The window for managing the business rules ( ) is used to:
  • Save the business rules of current project.
  • Import the business rules from a backup into the current project.
  • Use a backup temporarily.
The administrators can also:
  • Optimize the management speed of business rules.
  • Repair the database of business rules.
WINDEV This window can also be used to retrieve the requests made by the end users. See Feedback component for more details.

Saving the business rules of current project

You have the ability to perform a backup of business rules. This backup is used to:
  • store the status of the business rules at a given time.
  • import these business rules into a different database of Control Center.
To save the business rules of current project:
  1. Display the window for managing the business rules (select "Project .. Business rules .. Manage the business rules" or click ).Display the window for managing the business rules ( ).
  2. Select the "Export/Backups" tab.
  3. Click the "Save" button. The wizard for saving the business rules starts. Go to the next step.
  4. Select the business rules to save. Go to the next step.
  5. Select the backup options:
    • Save the links: save the name of all the elements linked to the business rules saved.
    • Save in a ZIP archive: save the business rules in a ZIP archive.
  6. Go to the next step.
  7. Specify the name of ZIP archive or the name of directory to create. This archive or this directory will contain all the data files of backup.
    This name can be automatically filled with today's date.
  8. Validate.

Importing business rules from a backup into the current project

You have the ability to import the business rules from a backup into the current project. This backup corresponds to:
  • a previous backup of business rules. See the previous paragraph.
  • the description of a business rule ("RTF" file created via the "Save as" button found in the window for editing a business rule).
This backup can contain the business rules coming from:
  • the same database of Control Centers as the current one. In this case, the common business rules can be updated, replaced or ignored.
  • a different database of Control Centers. In this case, the business rules will be added to the existing business rules.
To import the business rules into the current project:
  1. Display the window for managing the business rules (select "Project .. Business rules .. Manage the business rules" or click ).Display the window for managing the business rules ( ).
  2. Select the "Import" tab.
  3. Click the "Import the business rules" button. The wizard for importing the business rules starts. Go to the next step.
  4. Select the backup to use ("ZIP" file, "Request.FIC" file or "Description.RTF" file) and go to the next step.
  5. Select the business rules to import and validate.

Use a backup temporarily

You have the ability to temporarily use a backup. This backup corresponds to a previous backup of the business rules. The business rules found in this backup will be accessible in read-only.
The current business rules are temporarily ignored.
To use a backup temporarily:
  1. Display the window for managing the business rules (select "Project .. Business rules .. Manage the business rules" or click ).Display the window for managing the business rules ( ).
  2. Select the "Export/Backups" tab.
  3. Click the "Use a backup" button. The wizard for temporarily using a backup starts. Go to the next step.
  4. Select the backup to use ("ZIP" file, "Request.FIC" file or "Description.RTF" file). Go to the next step.
  5. Validate.
To signal the temporary use of a backup, the bar in the Business Rules pane will be colored in orange. To go back to your current business rules, click this bar.

Optimize the management speed of business rules

You have the ability to optimize the management speed of the business rules. This optimization can be performed by an administrator only.
This optimization performs a statistical calculations on the HFSQL database of business rules (re-indexing with statistics and without compression). This calculation is used to optimize the searches, the filters, ...
To optimize the management speed of business rules:
  1. Display the window for managing the business rules (select "Project .. Business rules .. Manage the business rules" or click ).Display the window for managing the business rules ( ).
  2. Select the "Maintenance" tab.
  3. Click the "Optimize the data" button.

Repair the database of business rules

You have the ability to repair the database of business rules. This repair can be performed by an administrator only.
This operation is used to reindex the HFSQL data files, to check their content and to repair them if necessary.
To repair the database of business rules:
  1. Display the window for managing the business rules (select "Project .. Business rules .. Manage the business rules" or click ).Display the window for managing the business rules ( ).
  2. Select the "Maintenance" tab.
  3. Click the "Repair the database" button.
Notes

Displaying the "Business rules" pane if business rules are associated

The icon is used to permanently display the "Business rules" pane if at least one business rule is associated with the current element.

Updating the business rules

The list of business rules is automatically updated whenever the current project or element is saved.

Projects with the same name

Two projects with the same name will have the same business rules.

Renaming the project

When renaming a project, the business rules associated with this project are automatically lost. Indeed, the business rules are based on the name of the project.
Minimum required version
  • Version 11
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