Documentation Index

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Creating Statement Rules

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Overview

A Statement Rule is the most commonly used Rule type. This Rule uses input data and pre-defined conditions based on the data type to form logical statements that evaluate either as True or False. The Rule can be organized and rearranged based on the business need.


Properties

The following sections describe the function of each property found under the Properties tab. 

Service Settings

The SERVICE SETTINGS category configures properties regarding the use of API Services to call the Statement Rules.

PropertyFunction
Integration Type Dictates whether the Statement Rule is or isn't called using a REST Service that supports HTTP methods. 

API Service Uses REST to call the Statement Rule.


Data Format Determines the format of the called Statement Rule; options include JSON, Raw, RawJson, RawXml, and XML. 


Reference TypeChooses the method by which the Statement Rule is referenced; options include Id, Id or Path, Path, and Url.


Override Service URLAllows customization of the Service URL. The Service URL allows the user to make API calls using the Base Portal URL, followed by "restapi" and the rest of the user-configured URL. 


Configure HTTP MethodsSelects the desired HTTP methods: GET, POST, and/or PUT. 

NoneDoes not use REST to call the External Statement Rule.

Input 

Used to determine how data is provided for the Input column of the Truth Table

PropertyFunction
Specify Default InputsAllows the user to provide default data for the Statement Rule from within the Statement Rule Designer. 
PICK OR CREATE DEFAULT SAMPLE SETAllows the user to PICK or CREATE a Report for use as sample data.

Output 

This section pertains to how data is handled after the Statement Rule is run.

PropertyFunction
Allow ActionsEnables the UNITTESTS category, which is used to enable Actions on Unit Tests that are run using the Statement Rule
Allow Else ResultAdds a new outcome as an Else to the Result block.
Missing ResultAdds a new outcome as Missing to the Result block.
Total Output Conditions Count
A total output conditions count will be displayed when collapsing 'Then ', ', 'Else ', and 'Missing' within the  Statement Rule Designer. 

Settings 

Determines whether the Statement Rule is active/enabled and for what period of time. 

PropertyFunction
EnabledEnables the Statement Rule by default.
Use Enabled RulesEnables the Statement Rule based upon a user-defined Rule. 
Begin DateEstablishes the beginning date for when the Statement Rule is enabled. 
End DateSets when the Statement Rule will be disabled.

Example

  1. Create a Rule and define the inputs. This example uses Email (String) and Expenses(Decimal).
     
  2. Choose an input from Select Data Element. Choose the Verb (condition). Set the value for the condition, which could be constant or passed dynamically through the Select From Flow.
  3. Click Add. Add Condition to add another Either/Or block.
  4. Once the Either/Or statement block has been created, click Add and define conditions for each section.
  5. By right-clicking on the conditions block, users can take the following actions:
    User ActionsDescription
    Add ConditionAdds an "and" condition.
    Add Either/Or GroupAdds another Either/Or condition.
    Add NotApplies the not condition to the Rule.
    DeleteDeletes the selected condition.
    Move Up or Move DownProvides flexibility in organizing the Rule by moving conditions up or down.
    CopyCopies the Block and the condition within it. Only an AND block with a single condition can be copied.
    PastePastes the copied block.
    Paste AfterPastes the copied block below the selected block.
    Swap Output Data (available only on Then block)This will swap the result from True to False. (similar to not condition)


Statement Rule Designer Updates(Available in v10.1+)

Reorganizing Rule Conditions Using Drag/Drop

Users can now drag and drop Rule Statements without using the context menu action. This new feature includes the following updates:

  • Drag to Reorder Statements Within the Same Group
    •  Users can now reorganize complex condition rules more efficiently by moving an entire logical group (along with all associated child conditions and subgroups) instead of recreating each condition individually.
  • Drag and Drop Statement from One Group to Another 
    • Users can now drag and drop a condition from one section to another in the Statement Rule Designer.

Anchor Value Search 

The anchor picker now supports searching Inputs, Flow Data, and System Constants, making it easier to locate references in large configurations.

Displaying Names for Inputs and Variables When the Panel is Collapsed 

Names of inputs and variables will be displayed instead of numbers when panels are collapsed. This ensures that Users will see the names without expanding the section.


Feature Changes

DescriptionVersionRelease DateDeveloper Task
Users can now drag to reorder statements within the same group.10.1 August 2026[DT-047916]
Users can now drag and drop entire rule groups between each other. 10.1 August 2026[DT-047919]
Users can now drag and drop rule statements from one group to another.10.1 August 2026[DT-047918]
The anchor picker now supports searching Inputs, Flow Data, and System Constants10.1 August 2026[DT-046959]
Names of inputs and variables will be displayed instead of numbers when panels are collapsed. This ensures that Users will see the names without expanding the section.10.1 August 2026[DT-048064]