To be able to set categories on business elements, you first need to define them at the rule project level.
To add a category to a rule project:
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In the Rule Explorer view, right-click the rule project and click Properties.
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In the left pane of the Properties dialog, click Categories.
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On the Categories page, click Add.
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In the New Category dialog, enter a name for the category, and then click OK.
The new category appears in the list in the Categories page.
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Click OK to close the Properties dialog
The new category is added to the rule project, and you can use it on business elements and category filters of business rule artifacts.
| Note |
| If you delete a category from the rule project, it will not be deleted from the business elements and rule category filters that use it. You also need to delete it using the BOM Editor. There is no warning message to prompt you to do this.
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You must next add a category.
To specify a category for a business element:
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In the Outline view, click the business element for which you want to specify a category.
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In the Categories section of the BOM Editor, click Edit the categories.
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In the Categories dialog, select a category in the All categories field, then click >> to move it across to the Selected categories field. You can also double click it to move it from one field to the other.
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Repeat for each category you want to select.
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Click OK to close the Categories dialog.
The categories you defined for the business element are now listed in the Categories section of the BOM Editor.
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