mysap.caSAP HCM & SuccessFactors
1_1_11 24 March 2023 Note

SF Business Rules

Business Rules could be attached to different events. These events include the following:

  • Initialize Rules: Initialization rules are triggered before all other rules; such rules are useful to autofill default values for different fields. They only run when a new record is created (initialized).
    Validate Rules: Validate rules are triggered after a change to an object is submitted but before the change is saved. You can use these rules to validate field values entered by user. These are executed before Save Rules. When you import MDF data using the Import and Export Data UI, the validate operation triggers the validate rules associated with the MDF objects and returns errors found in the data. Administrators can then catch any data issues through validation and correct them before importing it. In fact, the validate rules are executed during both validate and import operations.
  • Save Rules: Save rules are triggered when a user saves changes. You can use these rules to populate or change field values before saving and they are based on user inputs values. For example, you want to auto populate region field based on country values selection.
  • Post Save Rules: Post Save rules are triggered after changes to an object have been saved. These rules are used when you want to send an alert message to the user. They are not used to set a field value.
  • Change Rules (onChange): They are used at the field level. Objects cannot be associated with change rules. Change rules are triggered when a value for a particular field is changed. You can use these rules to populate another field after the change. For example, you can populate the Country field with a certain value based on a change to the Position field.
  • Delete Rules: Deletion rules are triggered after an object record is deleted.
  • On Load Rules: On Load rules are UI specific rules that get executed once the UI is loaded. An example could be calculating total salary based on different fields available on given object.
    UI Rules: These rules are applicable only for a UI built in the tool Configurable UI. These are UI specific rules to  make certain field required, visible or hide based on certain condition. Such rules will not  be applied when a user does the import.