Create classic STP rules

In classic BriteCore, you have to write STP rules in Python code in the code repository. In BriteRules, you can create STP rules directly from the user interface.

To create an STP rule in BriteRules:

Note: As an example, the steps below will demonstrate how to create an STP rule in Quoting Form Behavior.

  1. In the BriteCore menu, select Rules.
  2. On the Rules screen, select Projects, select the triangle to expand the Quotes section, and then select Quoting Form Behavior.
  3. On the Quoting Form Behavior screen, hover over Add Component, and then select Rule.
  4. On the Create rule screen, hover over the Folder box, and then use the folder structure to navigate to [client name]-classic-quoting/rules/stp, and then select property.
  5. In the Label box, type a label for the rule.

    Note: The rule name will automatically populate in the Name box based on what you typed in the Label box.

  6. Select the Template box, and then select one of the following templates:
    • STP – Accept if: Creates a rule for STP, where the STP is allowed if the condition is met.
    • STP – Reject if: Creates a rule for STP, where the STP is allowed if the condition isn’t met.
  7. Select Create, and then, in the Warning pop-up window, select Confirm.
  8. On the rule’s screen, under Rule Editor, complete the following steps:

    Note: For more information on STP templates, see Classic quoting templates.

    1. In the Rule Id box, type a unique rule identifier.

      Note: Follow the existing rule identifier format the client uses.

    2. In the Scope box, select one of the following as the rule’s scope:
      • Property
      • Quote
      • Subline
    3. In the Filter box, type the scope formula for the rule.

      Note: For more information on scope formula items and formula syntax, see Classic quoting templates.

    4. In the Message box, type the message you want the user to see if the rule fails.
  9. At the bottom of the screen, select Save.

Figure 1: STP – Reject if example.

Note: Once you create a rule, you can deploy the rule to BriteCore’s master branch.