Rule Templates and Attributes

 

Rules are built based on rule templates. Templates represent a route level and a collection of attributes.

Attributes are the building blocks of templates. They identify which components of a transaction can be used to establish routing rules.

 

Figure 141 First Approval Routing Rule Template Attributes

About The Need For Rule Flexibility:  Because KC was developed for Higher Education as a whole, it is critical that Kuali Workflow allow flexibility in the creating of rules. Different institutions may want to route transactions based on different attributes and have more or fewer route levels.

How Templates Fill That Need:  Templates can be designed by combining various Kuali attributes and configuring a document type (such as a Proposal or Budget document) to use that template as one of its route levels. This gives a great deal of flexibility and puts routing changes within the grasp of functional users.

Template Maintenance – Admin Only:  However, because they are critical to Workflow functioning properly, the creation and maintenance of Templates (and attributes) is restricted to Workflow Administrators (members of the WorkflowAdmin workgroup).