reporting on successfactor business rules and the respective assignments - workflow / HRIS element

[tendisachamis]

hi 

I am doing a review of a clients business rules, workflows &  alerts etc. I need to be able to report on the workflow config and trace back to which business rule triggers the workflow. When I look under Configure business rules, there are some rules that are not assigned ( which i would have assumed that it means that they are not in use even though they are not end dated) , however when i look in Business Configuration and look at the HRIS element, I can see that the Business rule is assigned and has a "Yes" under enabled . I understand that some business rules may not be associated with a workflow. But surely if the business rule is associated with an HRIS element or something else, I should be able to see an assignment green tick under the Configure business rules? Is this an incorrect assumption ? How then do i accuratelyy report on the active and in use business rules

I did pull an export from Configure business rules, and a significant number came back with the comment that no assignment details could be found ( maybe because the rules were created under the basic rule sceanario). Not really sure. 

[JonasCosta]

Hi @tendisachamis 

You can generate the standard report to know what Business rules are Assigned on you system.

Go to "Configure Business Rules" and click on icon that looks like 3 arrows, if you put the cursor on it you you see the "Export rules including assignment information as CSV" description.

Best Regards,

JC

[Iulia_Bobaru]

Even if you use that export, for the basic rules you would not get the actual assignment, only a comment saying "As this rule is based on the basic rule scenario, no assignment information is available. Move this rule to a specific rule scenario. You can either use the Change Scenario link on the Configure Business Rules page or the Check Tool check on the Migration tab of the Check Tool."

[tendisachamis]

Tx JC, if you notice in my original post, I have done that . I got a the comment "no assignment details can be found. "

[tendisachamis]

I would like add that under the Business configuuartion the rule is enabled under the HRIS element, but under the Configure business rules, there is a comment that says "No assignment for the rule". So which screen do i trust as being the truth Business Config/ Configure Business rules?

[Iulia_Bobaru]

For basic rules, I would trust what you see in Business Configuration UI, as long as the rule is assigned there.