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Can a Business Rule or a component (Table Lookup, Function, Math, Multi-Context) be deleted or made inactive?

Business Rules A Business Rule record can be deleted by clicking on the [Delete] button on the Business Rule Calculation screen.  If a Business Rule is used by a feature such as in a Cost Estimate Lin

Updated over 2 weeks ago

Business Rules

A Business Rule record can be deleted by clicking on the [Delete] button on the Business Rule Calculation screen. If a Business Rule is used by a feature such as in a Cost Estimate Line Item Template or cascades in another business rule, the record will not be deleted. Click on the Usage bar to view where a business rule is used.

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An executed Business Rule cannot be deleted even if it is not no longer used by a feature or cascades into another business rule. The Business History Grid, displays a log of business rules that have been executed.

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If a Business Rule cannot be deleted it is because it is referenced by a different record and/or appears in the execution history log. It is possible to make the rule inactive so that the rule can no longer be selected from drop down lists where Business Rules are used. If a Business Rule is made inactive but is used elsewhere in the system, the business rule will still continue to function. Making it inactive only prevents the rule from being used once the change has been made.

To make a Business Rule inactive, click on the Details bar to expand the section

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Tick the Inactive checkbox and press the [Save] button at the bottom of the screen to make the Business Rule inactive.

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Table Lookup, Function, Math, Multi-Context components

Currently it is not possible to delete or make the business rule components inactive. It is recommended that at the time of creating these components that they are carefully named with a specific name to differentiate it from other functions and to use the Description field to provide additional details about the function and intended use.

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