Finding or Creating a Business Rule Template

Tomwhit99

Hello everyone, in Expense Management under business rule templates, there is a template for ‘Forced Itemization’ that makes users itemize their expense if the expense type for the expense falls under the specified expense type(s) set up in the business rule.  Is there a template, or a way to create a template, to force the user to use a ‘Project Code’ based on the expense type used?

Chris Gray

Thanks for reaching out to the community.  Enjoy this type of collaboration amongst everyone.  You can achieve your “Forced Project Code” via our favorite Business Rule Template, the Advanced Postfix Generator.  With this Template you can define just about any form of “If / Then” logic that you can think of.  You likely have several Advanced Postfix Generator rules already in place within your environment that you can model this rule from.  But if you are creating one from scratch you simply need three entries in the parameters tab of the rule:

The first thing you want to check is if the Project Code is present or not.  Update, your Element to projectCode and add an Arithmetic Operator of EXISTS.  But now you want to do the opposite of this.  So, on the very next line, add a Logical Operation of NOT.  This will check the opposite of whatever the prior line was trying to do, essentially stating if projectCode does NOT EXIST.  Then on the third line, include an AND statement along with the element of expenseType and whatever particular Expense Type you want to force to have a Project.  When all is complete your lines will look like:

Prefix     Element                 Operator               Value

                projectCode          EXISTS

NOT

AND       expenseType       =                              Airfare