Best practice - editing an OOB business rule

[dp11]

Hi all,

I need to add extra logic into the business rule: Approval Events. I have 2 ideas:

1. Add the code into the existing rule. --> (But will that get overwritten during an upgrade? )

2. Create a new business rule "Approval Events - my company name" and have all the code in there. Also set the active state of the original Approval Events to 'false'. --> (Will the state get turned on to 'true' during upgrade?)

Which is the proper way to implement this.

Thanks,

Debashree

[acretion · Accepted solution]

Debashree - definitely option 2 would be the way to go.   During an upgrade it will update the original rule so you can have it if you need it, but it won't turn it back on.   If you modify the original rule (aside from the active flag), you will no longer receive updates to it during an upgrade as it will detect you have customized it.

[dp11]

Thank you very much!!!

[Baggies]

Totally agree with Christopher, always best to create your own BR and keep the original as a backup. Remember to note in your new BR what it is you are copying for future reference. We have always taken that approach with client scripts etc as well.

[dp11]

Thanks a lot!