Create a Rule Template / Set 

Disclaimer

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Use

To create a rule template set and a rule template for an application or an application area or a business process or an application anchor. Rule templates are always created for a scenario.

When a business user requests for a business rule template, you need to create a rule template in the Modeling Studio.

Prerequisites

You have logged in to Personalization as a technical user.

Activities

       1.      Select the required application / application area / business process / application anchor.
For more information, see Activities keyblock in Create an Associated Entity.

       2.      In the Associated Entities tab, select Rule Template Set and click Show.

       3.      Click Create.

       4.      Enter a name and description for the template set and click Save.

You can now create rule templates under it.

       5.      If you want to create a rule template, click Create.

       6.      Enter a name and description. Select a scenario and enter the source code for the rule template.

Example: You want to create a rule template SurveyIncentive that allows you to create the following rules and more:

If a Platinum customer completes the survey then offer a golf driver as an incentive.
If a Gold customer completes the survey then offer a golf wedge as an incentive.
If a Silver customer completes survey then offer a golf putter as an incentive.

The template text you want is "If a Customer Type customer completes survey then give an incentive of Product Type.".

The code can be as follows:

group CustomerProfiles;
group userEntrySize;

param condition as ?customerProfile(CustomerProfiles);
param Market_Profile.Company_Size as ?url(userEntrySize);

if([?customerProfile])
then 
{
    ShowIncentives(?url);
};

You can check for errors by compiling the code. Click Compile.
Press CTRL+ALT+Space for help in writing the code.

       7.      Click Save.

       8.      Click Template Text.

       9.      Enter the text.
For example, "If a Customer Type customer completes survey then give an incentive of Product Type.".

   10.      Click Select Text For Groups.

   11.      Mark the text the you want as a link, select a group and click Attach.
For example, mark the text Customer Type, select CustomerProfiles and click Attach.

   12.      Enter a description for the parameter.

   13.      Repeat steps 11 and 12 for other parameters and click Save.
For example, mark the text Product Type, select url and click Attach.

In order to create a rule using a rule template, you need to know the following details:

·         Name of the rule template

·         Name of the named condition template

·         Name of the named action template

·         Parameters passed

In the above example, they are SurveyIncentive, CustomerProfiles and url.