What are Business Rules in OnePlan

What are Business Rules in OnePlan?

Business Rules in OnePlan are configurable logic that control how fields behave in Plans based on defined conditions. These rules evaluate plan data and user context—such as the logged-in user, their security groups, or their teams—to dynamically determine whether fields are required, read-only, or hidden.

By using Business Rules, organizations can ensure that the right users see and interact with the right information, improving data quality and governance without requiring additional customization.

What you will understand
After reading this article, you will understand what Business Rules are in OnePlan, how they dynamically control field behavior, and how they help enforce governance and improve user experience across plan data.

Who This Article Is For: Business Rules

This article is intended for:

• Administrators who configure plan structures and field behavior
• System configurators responsible for governance and data control
• Portfolio managers who need to understand how field behavior is enforced
• End users who experience dynamic field changes based on context

If you need to create or configure Business Rules, see Create Business Rules for Your Plan Details Forms

How Business Rules Work in OnePlan

Context: Rule Evaluation Based on Plan Data

Business Rules evaluate conditions based on the values within a plan.

Context: User-Aware Evaluation

Business Rules can also evaluate Plan User Fields against the logged-in user, their security groups, or their teams. This allows the system to adjust field behavior based on who is interacting with the plan, not just the plan data itself.

Context: Dynamic Field Behavior

Business Rules dynamically control how fields behave in Plan Details Forms. Depending on the defined conditions, a field can become:

• Required
• Read-only
• Hidden

These changes occur dynamically as users interact with the plan, ensuring a context-aware experience.

Key Components of Business Rules

•  

  Business Rule — A defined set of conditions and actions that control how fields behave within a plan.

•  

  Conditions — The logic that determines when a rule applies, based on plan data or user context such as the logged-in user, their security groups, or their teams.

•  

  Plan User Fields — Fields that store user-related data, which can be evaluated against the current user to drive contextual behavior.

•  

  Field Behavior Controls — The actions triggered by a rule, such as setting a field to required, read-only, or hidden.

How Business Rules Fit Into OnePlan

• Plan Configuration — Business Rules are configured in setup mode as part of defining how plan fields behave.
• Plan Details Forms — Business Rules directly control how fields appear and behave within plan forms.
• Security Model — Business Rules complement security by adding dynamic, context-aware control over data visibility and editability.

Common Scenarios: When to Use Business Rules

• Use Business Rules to show or hide fields and entire sections based on plan data, ensuring users only see relevant information.
• Use Business Rules to automatically require field values when specific conditions are met, improving data completeness.
• Use Business Rules to make fields read-only under certain scenarios to protect critical or sensitive information.
• Use Business Rules to tailor the user experience so different users see different behaviors based on their role, team, or security group.

Frequently Asked Questions: Business Rules

Who can edit Business Rules in OnePlan?

Business Rules in OnePlan are configured in setup mode, which is typically accessible to users responsible for system configuration, such as administrators or designated configurators. These users define the rules that control field behavior across plans.

Where can I edit Business Rules in OnePlan?

Business Rules in OnePlan are edited in setup mode as part of configuring Plan Details Forms. This is where administrators define conditions and field behavior logic that apply to plans.

What to Do Next: Business Rules

Get started with related tasks:

• How to Create Business Rules for Plan Details Forms