---
alias: user-guide-create-rule
description: "Create a rule object, utilizing templates or existing configurations for efficient system management"
---

# Create Rule

:lock: Rule.**Create**

:lock: Rule.**CreateTemplate**

:lock: Rule.**CreateFromTemplate**

## Overview

This operation is used to create a **Rule**. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

## Setup

No specific setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The **Rule** does not currently exist in the system.

## Sequence of Steps

### Step 1: General Data

1. Provide a name for the **Rule**.
2. Optionally, provide a description of the **Rule**.
3. Select the **Rule** scope. The list of possible values is taken from the lookup table [[rulescope-lt]]:

      * **AlarmManagement** - used for notifications operations.
      * **BOMQuantityCalculation** - used for quantity calculations of **BOM Products** in Weigh & Dispense operations.
      * **CertificationManagement** - used for Certification Management operations.
      * **ConnectIoT** - used for Connect IoT operations.
      * **EDC** - a Rule that can be used in a **Data Collection** for a calculating a parameter.
      * **EFC** - used for Electronic Failure Catalogue operations.
      * **ExceptionManagementAction** - a Rule which executes an action (manual or automatic) in a **Protocol** **Checklist**.
      * **ExceptionManagementSource** - a Rule which feeds the possible values for a parameter in an **Protocol**.
      * **General** - a general purpose Rule.
      * **InspectionReducing** - Rules to be used when applying **Inspection Plan** Reducing methods.
      * **InspectionTightening** - Rules to be used when applying **Inspection Plan** Tightening procedures.
      * **KPIDataSource** - used for **KPI** calculations.
      * **LaborManagement** - used for Labor Management operations.
      * **MaintenanceManagementAction** - a Rule which executes an action (manual or automatic) in a **Protocol** **Checklist**.
      * **MaterialFutureAction** - a Rule which executes a Future Action associated with a given **Material**.
      * **MaterialManagementAction** - used for Material Management operations.
      * **OrderManagementAction** - used for Order Management operations.
      * **PrintableDocumentContextItem** - a Rule which is used to calculate a variable in a **Printable Document**.
      * **PrintingIntegration** - a Rule used for the configuration of the **Printing Integration** Entity Type.
      * **RecipeManagement** - a Rule that can be used in **Recipe** for a calculating a parameter.
      * **SamplingSelection** - a Rule used to apply a **Sampling Pattern** to a **Material**.
      * **SendAheadSelection** - a Rule used when performing **Send-Ahead Run** scenarios.
      * **ShiftPlanning** - an action to be called to validate a **Shift Plan** **Calendar**.
      * **SmartTable** - an action that will be triggered by a change in a Smart Table.
      * **SortRuleSetMaterial** - a Rule which is used to sort the list of dispatch Materials from the point of view of the **Material**.
      * **SortRuleSetResource** - a Rule which is used to sort the list of dispatch *Resources* from the point of view of the **Step**.
      * **SPC** - a Rule which is used evaluate if some chart Rules are violated or not.
      * **SPCAction** - an action that will be triggered by SPC when a SPC Rule is violated.
      * **TaskManagement** - used for Task Management operations.
      * **TimeConstraint** - a Rule which is fired when a time constraint warning or limit is reached.

4. Select the **Rule Source Type** to associate a **DEEAction** or a **BusinessWorkflow** to the **Rule**.

!!! info
    The filtering of DEE rules to be shown for a given scope is based on the DEE rules classification and it's maintained in the Generic table ScopeClassifications.

    The BusinessWorkflows to be shown have to be Effective, Standalone and not Template.

    Any BusinessWorkflow and DEEAction associated have to return an output key named "Result".

![create_rule][create_rule]

[create_rule]: images/create_rule.png