Create and Publish a Business Rule (Master Data Services)

Applies to: SQL Server - Windows only Azure SQL Managed Instance

In Master Data Services, create a business rule to ensure the accuracy of your master data. After you create a rule, you must publish it before you can apply it to data.

Prerequisites

To perform this procedure:

• You must have permission to access the System Administration functional area.

• You must be a model administrator. For more information, see Administrators (Master Data Services).

To create and publish a business rule

1. In Master Data Manager, click System Administration.

2. From the menu bar, point to Manage and click Business Rules.

3. On the Business Rule page, from the Model drop-down list, select a model.

4. From the Entity drop-down list, select an entity.

5. From the Member Types drop-down list, select a type of member for the business rule to apply to.

6. Click Add.

7. In the Name box, type a name for the business rule.

8. Optionally, in the Description field, type the business rule description.

9. Optionally, check the Send Notifications option and from the drop-down list select a user or group to send the email notification to.

   Note

   Notifications are sent only for rules that include a validation action.

10. Under the If block, click Add. A panel will be displayed.

11. From the Attribute drop-down list, select an attribute.

12. From the Operator drop-down list, select a condition.

13. Complete any required fields.

14. Click Save button. A new row will be added to the If grid.

    Tip

    You can delete items from your business rule by right-clicking each item and choosing Delete.

15. Optionally, add multiple conditions to the rule. For more information, see Add Multiple Conditions to a Business Rule (Master Data Services).

16. Under the Then block, click Add . A panel will be displayed.

17. From the Attribute drop-down list, select an attribute.

18. From the Operator drop-down list, select an action.

19. Complete any required fields.

20. Click Save. A new row will be added to the Then grid.

21. Optionally, to add Else action, complete the following steps.

    1. Under the Else block, click Add. A panel will be displayed.

    2. From the Attribute drop-down list, select an attribute.

    3. From the Operator drop-down list, select an action.

    4. Complete any required fields.

    5. Click Save. A new row will be added to the Else grid.

22. Click Save. A new row will be added to the business rules grid.

23. Click Publish All.

24. On the confirmation dialog box, click OK. The value in the Business Rule State column is Active.

Grid Columns

For each created business rule, a row with six columns is added to the grid. The following are the columns.

Name	Description
Status	When you click Save the following image is displayed that indicates that the business rule is updating. If there are errors when creating or editing a business rule, the following image is displayed. If the status is OK, then the following image is displayed.
Name	The business rule name.
Description	The business rule description.
Business Rule State	One of the following business rule statuses: : Rule not defined, Active, Excluded, Pending Changes, Pending Exclusion and Pending Deletion.
Excluded	Specifies whether the business rule is excluded.
Notification	Specifies the selected user or group to send the email notification to.

Next Steps

• Apply business rules to data by following one of these procedures:

  • Validate Specific Members against Business Rules (Master Data Services)

  • Validate a Version against Business Rules (Master Data Services)

See Also

Configure Business Rules to Send Notifications (Master Data Services)
Change a Business Rule Name (Master Data Services)
Add Multiple Conditions to a Business Rule (Master Data Services)