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CHAPTER 20 POLICY
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For the Then action, enter this.Review = False. The Halt command is not used because the activity might require a review for other reasons. Now add a Rule to ensure that if the customer is coded as a Major account, the activity will be reviewed. Click the Add Rule link and enter the Name as Major Account and enter 4 for the Priority. Enter the following code for the Condition: this.CustomerData.Category == "Major" && this.TransactionData.Amount >= this.ActivityData.MinimumAmount For the Then action, enter the following code: this.Review = True Halt This Rule was coded so transactions for Major accounts that are below the minimum amount do not need to be reviewed. Now add another Rule so activities over the threshold amount are reviewed. Click the Add Rule link. Enter the Name as Over Limit, the Priority as 3, and the Condition as this.TransactionData.Amount >= this.ActivityData.ThresholdAmount Enter the following code for the Then action: this.Review = True Halt The last two rules that you ll add are used to ensure that even if none of the previous rules require a review, the activity is still reviewed periodically. The properties that you created for both the activity and operator, include a Frequency property to specify how often a review is required. For example, if the Frequency is set to 10, a review is performed at least every tenth time. These classes also have a NumberSinceLastEval property that keeps track of how many activities have been executed without a review. This is verified for both the operator and activity because if there are multiple operators performing the same activities, it s possible that while every tenth activity is reviewed, a particular operator might never have its work reviewed. Click the Add Rule link. Enter the Name as Operator Frequency, the Priority as 2, and the Condition as this.OperatorData.NumberSinceLastEval >= this.OperatorData.Frequency For the Then action, enter this.Review = True. Click the Add Rule link. Enter the Name as Activity Frequency, the Priority as 1, and the Condition as this.ActivityData.NumberSinceLastEval >= this.ActivityData.Frequency For the Then action, enter this.Review = True. The completed RuleSet should look like the one shown in Figure 20-8.
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Figure 20-8. The completed RuleSet Click OK. The Select Rule Set dialog will now show the new RuleSet. Click Rename and enter the Name as Review Policy. The dialog should look like the one shown in Figure 20-9.
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CHAPTER 20 POLICY
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Figure 20-9. Select Rule Set dialog with the new RuleSet
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Understanding Rule Sets
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Now let s look into some of the details of how a RuleSet works.
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As I already mentioned, the basic elements of a Rule are the Condition and the Then and Else actions. These work just like an if-then-else statement. In both the Condition and Then and Else actions, you can access the workflow class members and static members in referenced assemblies (such as DateTime.Now). You do not need to specify both Then and Else actions. In the Then and Else actions, you can write code to do things such as the following: Update workflow members Call workflow methods Call static methods from referenced assemblies Execute a Halt or Update command (explained later)
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CHAPTER 20 POLICY
Caution The conditions and actions are written in typical C# syntax except that there are no semi-colons at the
end of each statement. This might seem strange because all the expressions you ve written so far have been using Visual Basic syntax. In this chapter, you have been using WF 3.5 instead of 4.0. This is just one of the differences between the two versions.
Rule instances are executed in priority order with higher priorities executed first. Rule instances with the same priority are executed in alphabetical order based on the Name property. By default, a Rule has a priority of 0. Priorities can be negative.
Chaining
When a RuleSet is executed, each Rule is evaluated one by one, starting with the highest priority. It is possible that the Then or Else action of a Rule modifies a property used in a condition of a previous Rule. If that happens, the feature referred to as chaining means that the previous rules would be re-evaluated (and its Then or Else action executed as appropriate). Rule evaluations would then continue from where it left off. Let me give you a scenario to help illustrate this. Suppose that we had the following rules in priority order: 1. 2. 3. 4. if nTotal > 10 && bSuccess Then nResult = 5 Else nResult = -1 if nTotal > 20 Then bSuccess = True if nResult > 3 Then bSuccess = False if nTotal > 20 Then bSuccess = False
And the initial values of the properties are the following: nTotal = 15 bSuccess = True nResult = 0
The rules will be executed as follows: Rule #1 will set nResult to 5. Rule #2 is executed but because the condition is false, no action is taken. Rule #3 will set bSuccess to False. Rule #1 will set nResult to -1 (#1 is re-executed because bSuccess was modified). Rule #2 is not re-executed because none of its dependencies changed. Rule #3 is re-executed because nResult was changed; however, its condition is false, so no action is taken.
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