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Business Rules Summary

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In this module on business rules, we learned about these business rules, and how they provide a way to automate and enforce common requirements. We learned about the structure or the anatomy of a business rule, and how and when conditions are met, these actions will be taken. We learned how to build a business rule using the visual designer. We worked through business rule creation and the different components that make up a business rule. Conditions, actions, and recommendations. First we learned about conditions, which are essentially a collection of rules. A condition can have multiple rules and be configured to require all rules to be true, or only one rule to be true.
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We then looked at how to configure rules, and how to use multiple rules and rule logic. We then discussed actions, which are the steps that are executed once the rules of the conditions are evaluated. Using actions, you can update values, show and hide field, as well as make recommendations. The example here, we are using an action to clear the customer size field on the account entity. Throughout this module, we also discussed the difference between client side and server side execution, which is another consideration to keep in mind when applying actions. Next we look at recommendations, which are special actions that allow business rules to suggest to a user a series of actions, and then execute these with the user consent.
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Then we learn some additional considerations. We discuss scope and how each business rule you create should consider the proper setting for the rule execution scope. Scope determines when and where the rule executes. On a single form, all forms, or on the entire entity. We looked at using formulas to set values or conditions– for example, using a formula and a condition– would allow you to do some basic math on some values. We can use a number of common business rule patterns and techniques that can be useful in creating efficient implementations and avoiding common mistakes. And in this module, we had two practises.
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Each practise had you customising the solution to prepare for the plan business rules, and then configuring, implementing, and testing the new rules for the solution.
In this activity on business rules, we learnt about business rules and how they provide a way to automate and enforce common requirements.
We learnt about the structure or the anatomy of a business rule and how and when conditions are met these actions will be taken.
We learned how to build a business rule using the visual designer.
We worked through business rule creation and the different components that make up a business rule: conditions, actions, and recommendations.
We then discussed actions, which are the steps that are executed once the rules of the conditions are evaluated.
Then we learnt some additional considerations. We discussed scope and how each business rule you create should consider the proper setting for the rule execution scope.
We looked at using formulas to set values that were in conditions, for example, using a formula in a condition would allow you to do some basic math on some values.

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