Initiate Actions Based on Attribute Value Changes (Master Data Services)

Applies to: SQL Server - Windows only Azure SQL Managed Instance

In Master Data Services, create a business rule to initiate actions based on changes to attribute values. For example, when a specific attribute value changes, you may want to change a value, send a notification, or start an external workflow.

Prerequisites

To perform this procedure:

• You must have permission to access the System Administration functional area.

• You must be a model administrator. For more information, see Administrators (Master Data Services).

• Your attributes must be in a change tracking group. See Add Attributes to a Change Tracking Group (Master Data Services) for more information.

To create a business rule to initiate actions based on attribute value changes

1. In Master Data Manager, click System Administration.

2. From the menu bar, point to Manage and click Business Rules.

3. On the Business Rule Maintenance page, from the Model list, select a model.

4. From the Entity list, select an entity.

5. From the Member Type list, select a type of member for the business rule to apply to.

6. From the Attribute list, select an attribute or leave the default of All.

7. Click Add business rule.

8. Click Edit selected business rule.

9. In the Components pane, expand the Conditions node.

10. Under the Value comparison node, drag has changed to the IF pane's Conditions label.

11. In the Edit Condition pane, in the Change tracking group box, type the number of the change tracking group that you assigned as part of the prerequisites.

12. In the Edit Condition pane, click Save item.

13. In the Components pane, expand the Actions node.

14. Click an action and drag it to the THEN pane's Action label.

15. In the Attributes pane, click an attribute and drag it to the Edit Action pane's Select attribute label.

16. In the Edit Action pane, complete any required fields.

17. In the Edit Action pane, click Save item.

18. Click Back.

19. Optionally, on the Business Rules Maintenance page, for the row that contains your business rule, double-click a cell in the Name, Description, or Notification column to update the value.

    Note

    Notifications are sent only for rules that include a validation action.

20. Click Publish business rules.

21. On the confirmation dialog box, click OK. The rule's status changes to Active.

Next Steps

• Apply business rules to data by following one of these procedures:

  • Validate Specific Members against Business Rules (Master Data Services)

  • Validate a Version against Business Rules (Master Data Services)

See Also

Add Attributes to a Change Tracking Group (Master Data Services)
Business Rules (Master Data Services)