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Checking out a rule

To check out a rule, do the following steps.

The standard checkout option is not available when a rule resides in a locked ruleset version or is checked out by another user. For these cases, use a private checkout to work on a rule.

  1. Click Check out. A copy of the original or base rule is placed in your personal ruleset. All other users are blocked from checking out this rule until you check in your changes.
  2. Update the rule as needed.
  3. Click Save. Your changes are saved into the checked-out version and are only visible to you. When you run rules in your application, they resolve to your checked-out version.
  4. Click Check in to replace the base rule with the version in your personal ruleset. If approval is not required, your changes immediately affect rule resolution and run time behavior for all users.

You are not required to check in your changes immediately. You can log out and return to a checked-out rule later or click Discard to remove the rule from your personal ruleset.

Note: When you check in, you can optionally link your development changes to items in to your PMF worklist.