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Rules

Business rules in Protrak allow you to define conditional logic that determines when specific actions or behaviors should be applied. Rules use powerful attribute filters to create dynamic conditions based on instance and user attributes.

Overview

Rules provide the foundation for:

  • Conditional Logic: Define when rules should be applied based on attribute values
  • Dynamic Filtering: Create filters that adapt based on runtime context
  • Business Process Automation: Automate decisions based on configurable criteria
  • Data Validation: Ensure data meets specific business requirements

Key Concepts

Attribute Filters

Attribute filters are the core building blocks of rules, allowing you to define conditions based on:

  • Instance Attributes: Properties of the current data instance
  • User Attributes: Properties of the current user context
  • Static Values: Fixed values that remain constant
  • Dynamic Values: Values that reference other attributes at runtime

Filter Groups

Filter groups help organize multiple conditions using logical operators:

  • AND: All conditions in the group must be true
  • OR: At least one condition in the group must be true

Multiple filter groups can be combined using logical operators to create complex rule logic.

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