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Procedure documentationCreating Rule Policies

Procedure

Creating rule policies can be complex. The procedure outlined below provides the most basic steps for creating a rule policy. Additional information is provided in the related topics for rule modeler.

  1. Choose Rule Policy under Create in the work center page, or choose Create New Policy in the search page for rule policies.

  2. Select the required context and enter a policy name.

    The system creates a default policy variant.

  3. Select the rule policy top node to set authorizations.

  4. Select Draft Rules and create a rule folder by adding a subnode.

  5. Select a rule folder and create a rule by adding a subnode.

    Where permitted, you can add a new rule folder, rule, or subrule as a subnode, or at the same level as the current position in the hierarchy. You do this by selecting either Insert as Subnode or Insert at Same Level.

  6. Create rules and subrules as required.

  7. After you have created your rules and checked them to ensure correct logic and syntax, you can release and save the rules.

To use the Insert as Subnode and Insert at Same Level functions, you must activate the business function Rule Modeler Usability (CRM_RMD).