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Developing BPM Applications with Developer Studio
Defining rules with Rule Wizards : Using the Schedule Rule wizard

Using the Schedule Rule wizard

You can use the Schedule Rule Wizard to automatically schedule and execute an action on or after a specific date or time. You can only apply this rule wizard to a process. If you try to apply it to a workstep, a Rules message appears informing you that you cannot apply this rule wizard to a workstep.
1. From the General category, drag the Schedule () icon to the blank portion of the Content pane to apply the rule to the process, to open the Schedule wizard.
2. Click Next to continue. From the second page of the wizard, you can assign a name to the rule and define the timing of the scheduled/deferred action.
a. Enter the name for the rule template you want to create in the Name box. A name must start with a letter, and can contain only alphanumeric characters and underscores. This rule template creates a set of rules designed to execute the actions for the selected process.
b. From the Schedule Start Period section, select either of the following options to define when the action is activated:
*If you select the Duration option, click the ellipsis button next to the Duration box, opening the Duration dialog box, where you can specify the workstep duration. Enter the duration in terms of days, hours, minutes, and seconds in the respective boxes. Select the Business time checkbox to measure the workstep duration only during your business organization’s specified business hours (if you use Business time, you must have a system calendar defined).
*If you select the Deadline option, click the adjoining ellipsis button, opening the Calendar dialog box, which displays the current date and time. Specify the deadline year and month in the respective fields, and choose a day in the calendar. Enter the hour, minute and seconds in the boxes provided. Data entered in these three boxes start with zero; example, 00 is midnight and 01 is 1 AM. Hours are indicated from 0 - 23, example, 3:00 PM is entered as 15:00:00.
c. Click Next to continue.
3. From the Reschedule page, you can specify the period and manner in which the rule can be rescheduled.
a. In the Reschedule Period section, click the ellipsis button provided, opening the Duration dialog box where you can define the duration to which the rule can be rescheduled.
b. In the Reschedule Till section, choose an option that enables you to reschedule until the selected condition is satisfied. For example, if you select the number of rescheduling as three, you can only reschedule three times.
An infopad is generated only if you select the No of times option. The final count displayed in the Infopad is equal to the value specified in the No of times box.
c. Click Next to continue.
4. From the Actions page, you can define the actions to occur every time a scheduled/deferred event is triggered. Select the action to be added from the drop-down list provided, then click Add to add each of the following actions:
*Send Mail: Opens the Send Mail dialog box, where you can enter a valid e-mail address in the To and From boxes, as well as the Subject and Message in the respective boxes. Click OK to add it to as an action.
Important: Make sure the e-mail address you entered is valid. No action will be taken, and no errors logged, if the e-mail address is invalid.
*Alerts: allows you to add a defined alert. For information on defining Alerts, see Defining an alert.
If you add a custom alert with condition as the action, the condition is ignored at runtime. The alert is triggered on basis of the time-out condition of the rule wizard. This is applicable to any rule wizard configured with the Alerts action.
*Install Process Template. Installs the specified process template. You can choose to install the current process, or select another process template.
To trigger this action for a process that is not deployed on Business Process Servers, you must copy the folder of the project (containing this process files) from the workspace folder to OEBPS_HOME\ebmsapps folder.
*Create Process Instance. Create a process instance of the current process, or another process.
For the Create Process Instance action in all supported rule wizards, the Manager box of the process template whose instance is to be created, must contain a hard coded value.
*DBAdapter. Add the DBAdapter managed adapter as an action and execute this adapter through rules or when a specified event is triggered. For more information regarding DBAdapter, see Chapter 6: "Database Managed Adapter" in Managed Adapter Guide.
To edit an action, select the action in the provided list, then click Edit. To delete an action, select the action and click Remove.
5. After defining all actions, click Next to continue. Review the Summary page, which provides a summary of all the measures to be computed and the rules and actions defined with the rule wizard.
6. From the Save As page, modify (if required) the name of the rule file in the File Name box, or click the adjoining ellipsis button to change the location of the rule file. Ensure that the modified location of the rule file is at the same folder level as that of the rules folder.
7. Click Finish to create the rules folder in the location you specified. The rule file must be separately installed on the BPM Events server before it becomes active.