Performing a private checkout of a rule

To perform a private checkout of a rule, complete the following steps:

1. Click Private edit. A copy of the original or base rule is placed in your personal ruleset. Another user can concurrently perform a standard checkout if the base rule resides in an unlocked ruleset version.

2. Modify the rule as appropriate.

3. Click Save. Your changes are saved into the checked-out version and are visible only to you. When you run rules in your application, they resolve to your checked-out version.

4. Check in the rule.

   Complete the following steps:

   1. Click Check In.
   2. From the Ruleset list, select the branch ruleset to check the rule in to..
   3. From the Version list, select an unlocked version of the ruleset to check the rule in to.
   4. If your application is enabled for Project Management tracking and a communication link is active between an instance of the Project Management Framework, select a PMF item from the Project item list and enter a comment.

   5. Click Check in.

   6. When you check the rule in, you 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 do not need 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 are warned if the base rule has been updated since the time you performed the private checkout. As a best practice, work with the user who updated the base rule last to resolve and merge any conflicts. Otherwise, your checked-out version will overwrite the latest version.

Open topic with navigation