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Build Your Expression Set From a Template
To reuse or modify an expression set template’s components, save the template as an expression set or a version of an expression set. The template’s type determines whether you can save it as a new expression set or a version of an existing expression set.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions for clouds that have Business Rules Engine enabled |
| User Permissions Needed | |
|---|---|
| To view an expression set template: | Rule Engine Designer |
| To save an expression set template as an expression set or an expression set version: | Rule Engine Designer |
Build Your Expression Set from a Read-Only Template
You can’t directly use a read-only expression set template because the template is inactive. To activate the template for reuse or to modify the template, save the template as an expression set.
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From the App Launcher (
), find and select Business Rules Engine.
- From the app navigation menu, select Expression Set Templates.
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Open the read-only expression set template that you want to use.
The names of read-only templates don’t have the Ready_to_Use prefix (1), and the templates don’t have the Executable checkbox selected (2).
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Click Save As.
The Save As operation creates an expression set. The expression set’s first version is also created by default and opens in a new browser tab. The version inherits the template’s components, such as resources and steps.
To call the expression set from flows or use it as a subexpression, give the version a rank, and activate the version.
Build Your Expression Set or Version From an Executable Template
An executable template is active, so you can use it as-is in flows or as subexpressions. But you can’t make changes or additions to an executable template. To reuse a template’s components and then build on top of them, or to modify the components, save the template as an expression set or a version of an expression set.
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From the App Launcher (), find and select Business Rules Engine.
- From the app navigation menu, select Expression Set Templates.
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Open the executable expression set template that you want to use.
Executable templates have the Ready_to_Use prefix (1) in their names, and have the Executable checkbox selected (2).
- Click Save As.
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Select how you want to save the template.
Expression Set Saves the template as an expression set. Expression Set Version Saves the template as a version of the expression set that you select. -
Save your changes.
Depending upon your selection, a version of the newly created or the selected expression set opens in a new browser tab.
