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Delegating a rule or data type

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To delegate a rule or data type to enable your business line to configure simple application logic without involvement from IT, complete the following steps.

  1. Open the rule or data type that you want to delegate.

  2. From the Actions menu, click Delegate.

  3. Select how the end user will interact with the delegated rule. The options that are displayed depend on the rule or data type that is being delegated.

    The options that are displayed depend on the rule or data type that is being delegated.

    • Manage content – Users can modify the content of decision tables, map values, paragraphs, and correspondence rules.
    • Manage content and modify table – For map values, users can add, modify, or delete rows and columns in the map value table in addition to modifying contents.
    • Manage data records – For data types, users can add, modify, or delete data entries for the data type.
    • Manage SLA – For SLAs, users can configure goals, deadlines, and escalation actions.
      You cannot delegate SLAs on which service levels are calculated by the value of a property.
      If you later modify a delegated SLA in Dev Studio to have service levels calculated by the value of a property, users cannot modify the Days or hh:mm fields or select the Calculate using business days check box for the Goal, Deadline, or Passed Deadline sections.
      When users modify SLAs in the Case Manager, they can select only Notify Manager or Notify Assignee as escalation actions. If you change the escalation action in Dev Studio to anything other than these actions, users cannot modify escalation actions.
  4. In the Delegate to access group drop-down list, press the Down Arrow and select the access group to which you want to delegate the rule or data type.

  5. In the Title field, enter a title for the delegated rule or data type.

  6. In the Detailed Description field, enter detailed information about the delegated rule or data type. This text is displayed to the user.

    Provide information about how the delegated rule or data type will affect the application. For example, "The logic in this delegated decision table determines whether a travel request required additional manager approval. Changing the logic in this decision table may affect all subsequent travel requests submitted in this application."
  7. Click Delegate.

  • Delegating a data type

    You can delegate a data type so that other users can modify records in local data storage tables.

  • Rule and data type delegation

    You can delegate a paragraph, decision table, data type (configured for local storage), map value, correspondence, or service-level agreement (SLA), including circumstance types, to your business line to bring less-technical stakeholders closer to your application development. Users access these delegated rules and data types from the Case Manager portal. Users can also access data types in App Studio.

  • Prerequisites for delegating a rule or data type

    Before delegating a rule or data type, ensure that you certain requirements, such as having the appropriate permissions.

  • Best practices for delegating a rule or data type

    To successfully delegate a rule or data type to less-technical business users, you should follow certain best practices.

  • Modifying a delegated record or data type

    You can modify records or data types that are delegated to you by developers. By using delegation, you can change the functionality of your application without involving additional staff members, such as database administrators and information technology professionals.

  • Configuring ruleset update behavior

    You can configure when users see new ruleset lists due to changes of access groups or applications: immediately, at the start of the next thread, or at the next session.

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