Show Rule Explanations to Users

When Decision Explainer is available in your Salesforce org, you can show your users the explanations for expression set version step results. The explanations are stored in explainability message templates that your admin creates and maintains.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions for Industries clouds that have Business Rules Engine and Decision Explainer enabled

User Permissions Needed
To modify the expression set version configuration to show explanations to external users:	Rule Engine Designer
To select an explainability message template for an expression set version step:	Rule Engine Designer
To run expression set versions where explanations are shown to external users:	Rule Engine Designer OR Rule Engine Runtime
To access the Decision Explainer Log History component	Manage Flows OR View Developer Name

From the App Launcher (), find and select Business Rules Engine.
Click the app navigation menu, and then select Expression Sets.
Select the expression set.
On the Related tab of the selected expression set, select the version that you want to show explanations for, to external users, and then click Open in Expression Set Builder.
To open the Properties panel for the version, click .
Select Show decision explanation, and then save your changes.

Tip When you configure an expression set version to show decision explanations, the action logs for the expression set run show the explainability messages added to the version steps by default. This behavior applies even when you deselect the Show decision explanation option after adding the messages to expression set version steps. To specifically exclude decision explanations from action logs, exclude the actionContextCode and the explainabilitySpecName properties from the API request for running expression sets.
On the Expression Set Builder canvas, select the step element that you want to show the explanation for.
To open the Element Details panel for the selected element, click .
Select Show decision explanation.
To include the explanation of a subexpression step in the overall rule explanation, select Explain Subexpression
Note Enabling this setting may impact performance.
Select explainability message templates:
- For the When Step Returns Output field, click , and then select an explainability message template for the combination of the selected step element and the Passed result type.
- For the When Step Errors field, click , and then select an explainability message template for the combination of the selected step element and the Failed result type.
- For the When Step Returns No Output field, click , and then select an explainability message template for the combination of the selected step element and the No Result result type.
  The No Result result type applies only to Lookup Table steps.
Warning Your external users see the explanation messages that you add to the selected steps. So, make sure that your explanations don’t include any confidential information.
If any selected explainability message templates include tokens, map the tokens to the resources from the expression set version.
The icon next to the selected explainability message template indicates that the template has tokens that require mapping.
1. Click next to the template.
2. On the Customize Decision Explanation window, in the search bar next to each token, search for and select a resource.
  
  Note You can map the tokens to local resources or resources that are created by using Resource Manager, object field aliases, and variables that are imported from the lookup tables in the expression set version. You can’t map the tokens to list variables from context definitions.
  
  The message preview is updated to show the mapped resources.
3. In the Preview section, verify the customized message.
4. Click Done.
Save your changes.
To preview how the explanations appear to your users, simulate the version, and select Concise View.

Tip To enable service reps to see explanations in the object, you must add the Decision Explainer Log History component on the record page of the object within whose context the expression set is run. Go to the record page, then from Setup, click Edit Page and drag Decision Explainer Log History from Components to the page.