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Initiate Actions Based on Attribute Value Changes (Master Data Services)

In Master Data Services, create a business rule to initiate actions based on changes to attribute values. For example, when a specific attribute value changes, you may want to change a value, send a notification, or start an external workflow.

To perform this procedure:

To create a business rule to initiate actions based on attribute value changes

  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 Maintenance page, from the Model list, select a model.

  4. From the Entity list, select an entity.

  5. From the Member Type list, select a type of member for the business rule to apply to.

  6. From the Attribute list, select an attribute or leave the default of All.

  7. Click Add business rule.

  8. Click Edit selected business rule.

  9. In the Components pane, expand the Conditions node.

  10. Under the Value comparison node, drag has changed to the IF pane's Conditions label.

  11. In the Attributes pane, click an attribute and drag it to the Edit Condition pane's Select attribute label. This attribute has no effect on the rule, so select any available attribute.

  12. In the Edit Condition pane, in the Change tracking group box, type the number of the change tracking group that you assigned as part of the prerequisites.

  13. In the Edit Condition pane, click Save item.

  14. In the Components pane, expand the Actions node.

  15. Click an action and drag it to the THEN pane's Action label.

  16. In the Attributes pane, click an attribute and drag it to the Edit Action pane's Select attribute label.

  17. In the Edit Action pane, complete any required fields.

  18. In the Edit Action pane, click Save item.

  19. Click Back.

  20. Optionally, on the Business Rules Maintenance page, for the row that contains your business rule, double-click a cell in the Name, Description, or Notification column to update the value.

    Note Note

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

  21. Click Publish business rules.

  22. On the confirmation dialog box, click OK. The rule's status changes to Active.

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