Add a Case Exchange rule

Applies to User Roles: System Administrator, Implementer

This rule enables you to trigger certain activities for the Case Exchange integration.

To add a Case Exchange rule, follow these steps:

1. In the System Navigator, click Tailoring > Process Designer > Rule Sets.

2. Click Search to open the Rule Set form, and then select the rule set to which you want to add the rule.

   Note You can edit user-defined rule sets only. Out-of-box rule sets are labeled as Micro Focus Proprietary and cannot be modified.

3. Click Add Rule to open the Select Rule Type page, and then click Case Exchange.
4. In the Rule Description field, type a description of your new rule.

5. Click Edit to add conditions to the rule.

   Note If you do not specify a condition, the value defaults to Always.

6. In the rule from the Instance Name drop-down list, select the Case Exchange integration instance that you want to apply.
7. In the Event drop-down list, select an event from, and then select the fields you want to add.
8. Click Finish to add the new rule to the rule set.

Related topics

Using the Condition Editor
Launch the Condition Editor from a rule
Launch the Condition Editor from a workflow