Basic Rules

A Basic rule allows a user to create a simple conditional or default rule (one that populates the field with a default value).

Basic rules are logic conditions associated with a Target field that are used in Data Services AutoGen. They can be used to apply conditions based on up to three combined fields. When Data Services AutoGen runs, the Basic rules are added to the job in the enrichment data flow based on the priority set in Target Design. Basic rules are overwritten using the rule definition from Target Design each time Data Services Jobs are automatically generated.

Refer to Data Services AutoGen for more information.

When setting up a Basic rule, the user enters a field value to which the Target field is set if rule conditions are met. Up to three combined conditions with an operator of = can be evaluated for each Basic rule.

A Basic rule can be added to a field on the Targets page or the Target Fields page. On the Targets page, a user can select the field to which the Basic rule is applied. On the Target Fields page, the user can assign a Basic rule to a specific field.

NOTE: Basic rules cannot be added to zLegacy fields.

NOTE: A Basic rule can only be added to a Target field if the Target has a Design Status of In Design.

Basic rules are managed in Target Design. They are not edited or submitted in Map. These mappings have a message on the record on the Field Mappings page in Map stating that the rule was created in Target Design. The mapping for a field with a Basic rule displays in Map with an Action of Rule. If a field has both a Complex and Basic rule, the mapping displays in Map with an Action of Manual Rule.

After a Target with a Target field that has a Basic rule assigned is synced with Map, these rules are automatically sent to the Mapping Approval page for a developer to review them, however they do not require approval to be used by Data Services AutoGen.

If a Target’s Source mappings and Target mappings ({Target Rules}) are complete, and a Basic rule is added to a Target or field, Source mappings are not overwritten when the Target is synced to Map. Target mappings (as in, {Target Rules}) are overwritten when the Target is synced.

This section contains the following topics:

Add a Basic Rule to a Target

When a Basic rule is added at the Target level, the user selects the field to which the rule is applied.

NOTE: Use single quotes (‘) around strings when entering values.

To assign a Basic rule to a field at the Target level:

  1. Select Design in the Context bar.

  2. Click the Targets icon.

  3. Click the Basic Rules icon for a Target.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Rules: Basic Rule page

  4. Select the field to which the rule applies in the TARGET FIELD ID list box.

    NOTE: Only active fields assigned to the selected Target display.

    NOTE: zLegacy fields do not display and fields that are in field groups other than the default field group (*);do not display.

  5. Enter a value in the PRIORITY field.

    NOTE: This is the order that the Basic rule will be added to the enrichment data flow during Data Services AutoGen if multiple rules are added for the field. This number must be unique for a rule / field combination (as in, a rule for another Target field can have the same priority number but cannot use the same Target field).

  6. Enter a descriptive rule name in the NAMEfield.

  7. Click Save; the Vertical View displays.

  8. Enter a value in the Field Value field.

    NOTE: This is the value that the field will be set to if the rule condition(s) is met.

    NOTE: Use single quotes (‘) around strings.

  9. Check the Is Null Condition check box if needed.

    NOTE: If checked, if the value in the Target field is NULL, the field will be populated with the value in the Field Value field. The Is Null Condition works in conjunction with any other rule condition added for the Target field.

  10. Select a field name in the Rule Field1 list box.

    NOTE: The values stored in this field in the Target are evaluated using the value entered in the Rule Field1Value. Each field can only be used in one condition per rule.

  11. Enter the value that will cause Field Value to be set for the field in the RuleField1Value field.

    NOTE: Up to three conditions can be added. They will be AND combined.

    NOTE: Use single quotes (‘) around strings.

  12. Click Save.

For example, a user sets a Basic rule for the PSTAT field (Maintenance Status) on the ttMARA table by completing the fields on the Rules: Basic Rulepage’s Vertical View with these values.
Field Value
Field Value 1
Rule Field1 MTART
Rule Field1 Value FERT

This rule states that if the MTART field (Material Type) on the ttMARA table has a value of FERT (Finished Goods), the rule condition is met, and the PSTAT field for that record will be set to 1.

Add a Basic Rule to a Target Field

When a Basic rule is added at the target-field level, the user selects the rule to apply to the selected field.

NOTE: Use single quotes (‘) around strings when entering values.

To add a Basic rule to a target field in Target Design:

  1. Select Design in the Navigation pane.

  2. Click the Targets icon on the Design page.

  3. Select the Fields icon for a Target.

  4. Click the Basic Rules icon for a field.

  5. If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Rules: Basic Rule page

  6. Enter a value in the PRIORITY field.

    NOTE: This is the order that the Basic rule will be added to the enrichment data flow when the rule is autogenerated during Data Services AutoGen if multiple rules are added for the field. This number must be unique.

  7. Enter a descriptive rule name in the NAME field.

  8. Click Save; the Vertical View displays.

  9. Enter a value in the Field Value field.

    NOTE: This is the value that the field will be set to if the rule condition(s) is met.

    NOTE: Use single quotes (‘) around strings.

  10. Enable the Is Null Condition check box if needed.

    NOTE: If enabled, if the value in the target field is NULL, the field will be populated with the value in the Field Value field. The Is Null Condition works in conjunction with any other rule condition added for the target field.

  11. Select a field name in the Rule Field1 list box.

    NOTE: The values stored in this field in the target are evaluated using the value entered in the Rule Field1Value field. Each field can only be used in one condition per rule.

  12. Enter the value that will cause the Field Value field to be set for the field in the RuleField1Value field.

    NOTE: Up to three conditions can be added.

    NOTE: Use single quotes (‘) around strings.

  13. Click Save.

For example, a user sets a Basic rule for the PSTAT field (Maintenance Status) on the ttMARA table by completing the fields on the Rules: Basic Rule page’s Vertical View with these values.
Field Value
Field Value 1
Rule Field1 MTART
Rule Field1 Value FERT

This rule states that if the MTART field (Material Type) on the ttMARA table has a value of FERT (Finished Goods), the rule condition is met, and the PSTAT field for that record will be set to 1.

Sync Basic Rules with Map

Once the fields’ Target is synced to Map, the Target Rules for the field display on the Field Mappings page in Map. The fields and their settings are:

  • Action— Rule
  • Rule Status— Complete
  • Mapping Status— Complete
  • Edit, Reset, and Submit icons are disabled
  • Rules Comment— Indicates that the rule has been added in Target Design
  • Comment— Indicates that the rule has been added in Target Design
  • Mapped On— Displays the date that the target was synced
  • Mapped By— Displays Target Design..

Refer to Sync Map and Target Design for more information.