Asset-based rules

Asset-based business rules are rules applied only to the new or changed assets under a particular AIS path or to all the assets under that path.

In WorldServer, the rules you create are displayed like actual sentences. For example, an asset-based rule might look like this:

For all new or changed assets (since this rule was last executed) under /XML/en_US (exclude checked out assets: No), create project WebUpdates for locales en_US and workgroup Marketing and workflow Web Updates. Execute this rule on schedule Daily-early-am.

When you configure an asset-based rule, you can choose between the following options:
Step Options Notes
Selector: What should this rule apply to?
  • All assets under a particular path
  • All new or changed assets under a particular path
  • All new or changed assets under a particular path since this rule was last executed
After you choose an option, you need to browse to the path to which you want to apply the rule. If you selected All new or changed assets under a particular path or All new or changed assets under a particular path since this rule was last executed, the Should checked out assets be excluded? option is also displayed. If you select No, the system takes into consideration checked out assets when the rule is executed. If you select Yes, the system excludes checked out assets1.
Condition: What conditions should this rule check?
  • If a property of the asset has a particular value
  • If asset is of a particular MIME type
  • If asset contains particular text
You can restrict the scope of the rule even more by having it apply only to assets of a particular MIME type, to assets containing a certain string of text, or to property values. Typically, you might want to use custom property values. However, if you use a core property, for objects such as locales, translation memories, or file type configurations, you need to specify an ID as the value instead of a name.
Action: What should this rule do?
  • Create project
  • Email the list of assets
  • Create project with project type
You can select all the actions in this step. If you select Create project, you need to specify a project name, one or more locales, a workgroup, and a workflow. If you select Create project with project type, you also need to specify a client, a project type, and a due date.
For email notifications to work, you need to configure them by going to Management > Administration > Notification Delivery. The recipients of the email message also need to select Send email when notifications are assigned to me in Tools > Personal Preferences for them to receive notifications.
Important: If you configure a business rule to create a project with a project type, make sure that you do not have any required attributes applicable to projects on your environment. Also, make sure that no attributes applicable to projects are marked as required on the project types you want to use for project creation. Otherwise, users will not be able to select project types when they create business rules.
Exception: What exceptions should this rule check?
  • Except if a property of the asset has a particular value
  • Except if asset is of a particular MIME type
  • Except if asset contains particular text
You can use the same set of criteria used as conditions in the Condition step to exclude assets instead of including them. If you select If asset is of a particular MIME type (for example, XML) as a condition, the rule includes .xml assets. However, if you select Except if asset is of a particular MIME type (for example, XML) in this step, the rule excludes .xml assets.
Execution: When should the rule be executed?
  • Manually only
  • On a particular schedule
If you want the rule to be executed on a schedule, you also need to select a recurrence.
Tip: If a manual rule takes a long time to be executed, it might exceed your session timeout. To avoid this situation, configure such rules to be executed in the background on a recurring schedule.
1 The difference between All new or changed assets under a particular path and All new or changed assets under a particular path since this rule was last executed is subtle. For more details, see the Changed asset options for asset-based rules topic.