How to delegate a rule

A delegated rule is a link to a rule or data instance that provides a quick shortcut. Click the link to open the form.

For managers who use the standard WorkManager portal, these links appear on the My Business Rules area in the Dashboard workspace. Depending on access roles and privileges, the manager can update the entire rule form or only fields in the leftmost tab of the rule form.

Developers can see rules delegated to them by selecting View > My Rules.

A rule can be delegated to a single user, to multiple users, or to all users who are associated with a specific access group. You can delegate a rule to yourself if you need frequent easy access to it.

Procedure

To mark a rule as delegated, open the rule form and click the Favorites toolbar button (). Complete the dialog box:

1. Select My Access Group, My Personal, Other Access Groups, or Other User Personal for the Add To value.
2. If you select Other Access Group or Other User Personal, an additional text box appears. Enter the other access group or Operator ID, or use the search button to select a value.
3. Enter a text label for this rule, to appear on the My Rules list on the Dashboard workspace. The system defaults the Short Description of the rule. Keep the Label value short. (You are not required to choose a unique label;, two favorite rules can have the same label.)
4. Select Open the Highest Version if you want the system to find the rule using the rule resolution algorithm. Select Always Open This Version box selected if you want this exact version, in this exact RuleSet, to be delegated.
5. Click  OK  , then click  Done  .

A best practice

To segregate delegated rules — those expected to change from time to time — from the larger collection of undelegated rules in your application (which usually belong to locked RuleSet versions), dedicate a RuleSet and Version to them. Copy the rules to be delegated into this RuleSet version, which can remain unlocked. As a convenience, you can choose to not require check-out for this RuleSet.

Removing delegation

To change the label or end delegation of a rule to yourself:

• Using the Developer portal, select Edit > My Rules. Complete the dialog box and click  Submit  .
• Using the WorkManager portal, click the  Edit   button in the My Business Rules area of the Dashboard workspace. Complete the dialog box and click  Submit  .

To remove the delegation to another user or to an access group:

1. Open the Rules by Type Explorer.
2. Choose My Rules from the Technical category to list all instances of the System-User-MyRules class.
3. Locate the instance of the user or access group. Click to open the My Rules form.
4. Update and save the form.

Notes

• Delegation of a rule doesn't eliminate the need for the delegate to hold appropriate access roles and privileges to check out the rule (if required) and check it back in.
• One rule may be simultaneously delegated to several users or access groups.
• Any user who has an appropriate access role can open a rule, whether delegated or not, through the Explorer tools.
• To remove a delegation, update the My Rules form for that operator or access group.
• You can delegate a specific circumstance-qualified rule or time-qualified rule. For example, if your application includes a base rule and 50 circumstance-qualified rules that qualify it — one for each state in the United States — you can delegate the Vermont rule to Smith, the California rule to Schwarzenegger, and so on.
• Delegation creates an instance of the System-User-MyRules class.
• The Favorites toolbar button is visible to developers who hold the privilege @baseclass.ToolbarFull.

	access group, delegated rule, My Rules, work manager
	How to build for change My Rules gadget (System-User-MyRules class)

SysAdmin category