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RuleSet Stack tab

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Access the RuleSet Stack tab by clicking Configure Application Structure RuleSet Stack .

This tab lists the rulesets and ruleset versions that make up your current application including those inherited from any built-on applications. It also allows you to lock versions and roll (increment) them to higher versions.

The display is organized by Current Application followed by the Built on Application(s) and is filtered by ruleset and version, lock status, total number of rules, and number of checked out rules.

To open an application rule in the list, click its name.

Field Description
RuleSet The rulesets and versions in the application. To open a ruleset, click its name.
Lock Contains an icon indicating the lock status of ruleset versions for the application.
  • — Indicates that the version for any given ruleset is locked. Also indicates a locked application rule.
  • — Indicates that the version for any given ruleset is unlocked. Also indicates an unlocked application rule.
  • — Warns you that a locked ruleset version has lower unlocked versions. Click the icon to view a list that shows you which versions are unlocked. To lock an unlocked version, select it in the list, and its rule form opens where you can lock the version. As a best practice, leave only the highest version of a ruleset unlocked. If the warning condition exists, you cannot roll (increment) a lower unlocked version using Lock and Roll functionality.
  • — Warns you that this ruleset version does not exist but appears in your application rule. To correct, remove the version.

Click an icon to open a window that displays a list of versions, and for each version, the lock status and the number of total and checked out versioned and non-versioned rules, including ruleset, class, and organization instances.

Checked Out The total number of checked-out versioned and non-versioned rules.
All Rules The total number of versioned and non-versioned rules. Click a number to open a window listing the rule types and counts comprising the total. Click a row (including Total) in the list to drill down to a list of rule instances comprising a rule type.
Lock and Roll Click to display the Application Lock and Roll window where you can review, lock current ruleset versions, and roll (increment) versions in a single step. You can optionally update your current application rule to reflect the new versions, or create a new application rule that contains the new ruleset versions.
Package and Export For the Current Application only. Click to start the Application Package wizard, to create a product rule for this application. See About the Application Package wizard.

In the window, select the application ruleset versions you want to lock and roll to a higher version.

Field Description
Lock Select the check box to indicate you want to lock the ruleset version and roll to a new version. Locking prevents a developer from saving new rule instances to this version, or updating or deleting existing instances.

A

icon appears if there is a condition that might prevent you from locking the ruleset version. For example: A higher locked version exists or a version currently has rules checked out.

A

icon appears if the ruleset version is already locked.

RuleSet Version The ruleset and current version.

Click the + icon next to the Prerequisites label to display the Current and New prerequisites for the version. To open the rule form for a current ruleset and version, click its name in the Current list.

When you lock a ruleset version and select the Roll check box, you can modify the new prerequisites. By default, they are the same as the current ones. You can select different prerequisites, add additional ones, and delete ones from the New list. To add another ruleset version to the list, click the Add a row icon. To open the rule form for a ruleset in the New list, click the Open the Rule Form icon next to its name. To delete a ruleset from the New list, click the Delete icon next to its name.

Password Appears when you select the Lock check box. Enter the password for the ruleset version.
Roll Displays when Lock is selected. Used to roll the ruleset to a higher version.
Roll to Version Displays the version that the ruleset will be rolled to unless you indicate another version number. Defaults to the next logical number in the ruleset numbering sequence.
Description Current description of the ruleset version.
Run Select an option to run against the selected ruleset versions.
  • Do not update my application — Locks and rolls the versions without updating the application ruleset list.
  • Update my Application to include the new RuleSet Versions — Locks and rolls the versions and updates the current application ruleset list. Prompts with an application description (current by default, which you can edit). Also prompts for a password if the current application is locked. Enter the application password.
  • Create a new version of my Application — Locks and rolls the versions and creates a new application rule. Prompts with the new application version (one increment higher by default, which you can edit), and with an application description (current by default, which you can edit). Also prompts for a password if the current application is locked. Enter the application password.

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