appRules
  • Welcome to appRules®
  • PLATFORM
    • appRules® Concepts & Features
    • Platform Overview
    • Platform Features
      • Sourced Values
        • Overview
        • Sourced Values List
      • Actions
        • Overview
        • Action Categories
          • Actions-DataSource
            • Accounting
            • AIMachineLearning
            • Analytics
            • ApplicationPlatforms
            • BigData
            • CalendarsAndContactMgrs
            • CloudStorage
            • Collaboration
            • CRM
            • CustomerService
            • Databases
            • DataWarehouse
            • ECommercePlatforms
            • EmailSystems
            • ERP
            • ExpenseManagement
            • Files
            • Financial
            • Marketing
            • Miscelleanous
            • NoSQL
            • PaymentProcessing
            • PLM
            • ProjectManagement
            • Search
            • Services
            • ShippingAndMailing
            • Social
            • Spreadsheets
          • Actions-Execution
          • Actions-Fields-Field
          • Actions-Fields-Library-Financial
          • Actions-Fields-Library-Math
          • Actions-Utility-Automation
          • Actions-Utility-FileSystem
      • Conditions
        • Overview
        • Condition Categories
          • Conditions-Cache
          • Conditions-Custom
          • Conditions-Fields
          • Conditions-FileSystem
          • Conditions-Records
          • Conditions-Results
          • Conditions-Workflow
      • Workflow Activities
        • Control Flow Activities
        • Base Activities
        • Dialog Activities
        • Base Data Activities
      • System Settings
        • Runtime Settings
        • Users
        • Data Sources
          • Overview
          • Configuring Connection Settings
          • Generating Metadata
          • Connection Settings
            • Accounting
              • Exact Online
              • Raisers Edge NXT
              • Xero
              • Quickbooks
              • Quickbooks Online
              • Quickbooks POS
              • Freshbooks
              • Sage Business Cloud Accounting
              • Sage Intacct
              • Sage50 UK
              • Reckon
            • Application Platforms
              • Alfresco Platform
              • Kintone Platform
              • Quickbase Platform
              • Veeva Vault
            • AI & Machine Learning
              • DataRobot
              • Salesforce Einstein
              • Splunk
            • Analytics
              • Google Analytics
              • Adobe Analytics
                • Adobe Custom oAuth App
              • Azure Analysis Services
              • SAS
              • Youtube Analytics
            • Big Data
              • Apache HBase
              • Apache Hive
              • Apache HDFS
              • Apache Spark
              • Greenplum
              • HPCC LexisNexis
            • Calendar & Contact Managers
              • Google Calendar
              • Google Contacts
            • Cloud Storage
              • Azure Table Storage
              • Amazon S3
              • IBM Cloud Object Storage
              • Wasabi
            • Collaboration
              • Airtable
              • Asana
              • Box
              • Dropbox
              • Exchange
              • Google Drive
              • Microsoft Teams
              • Office365
              • Microsoft OneDrive
              • Microsoft OneNote
              • Salesforce Chatter
              • SharePoint
              • Slack
              • Smartsheet
            • CRM
              • Act! CRM
              • Bullhorn CRM
              • Microsoft Dynamics 365 Sales
              • Microsoft Dynamics CRM
              • Highrise
              • Oracle Sales Cloud
              • Salesforce
              • SAP Hybris C4C
              • Sugar CRM
              • Suite CRM
              • Veeva CRM
              • Zoho CRM
            • Customer Service & Support
              • ServiceNow
              • Zendesk
              • Jira
            • Data Warehouse
              • Azure Data Lake Storage Gen1
              • Azure Data Lake Storage Gen2
              • Google BigQuery
              • Redshift
              • Databricks
              • Snowflake
              • Azure Synapse
            • E-Commerce Platforms
              • Amazon MarketPlace
              • Magento
              • Shopify
              • Woocommerce
            • Electronic Signature
              • Docusign
            • Email
              • Gmail
              • Email
            • ERP
              • NetSuite
              • Odoo
              • Acumatica
              • Dynamics NAV
              • Dynamics GP
              • Microsoft Dynamics 365 FinOp
              • Microsoft Dynamics365 Business Central
                • Business Central Endpoints
              • SAP Business One
              • SAP ERP
            • Expense Management
              • SAP Concur
            • Files
              • CSV Database
              • Fixed Length File
              • Delimited File
            • Marketing
              • Bing Ads
              • Marketo
              • MailChimp
              • HubSpot
              • Eloqua
              • Salesforce Marketing Cloud
            • NoSQL
              • Cassandra
                • Cassandra Advanced Settings
              • Azure CosmosDB
              • DynamoDB
              • Couchbase
              • MongoDB
              • IBM Cloudant
              • Redis
            • Payment Processing
              • Authorize.Net
              • Square
              • Paypal
              • Stripe
            • Product Lifecycle Management (PLM)
              • Propel
            • Relational Databases
              • appRules Embedded Database
              • Firebird
              • IBM DB2
              • IBM Informix
              • Microsoft Access
              • MySQL
              • MariaDB
              • Oracle
              • PostgreSQL
              • Microsoft SQL Server
              • Microsoft SQL Server CE
              • SQL Azure
              • SQLlite
              • Vertica
            • Search
              • ElasticSearch
              • Bing
              • Google Search
            • Shipping and Mailing
              • Fedex
              • UPS
              • USPS
            • Social Networks
              • Linkedin
              • Facebook
              • Instagram
              • Twitter
            • Services
              • REST
              • RSS
              • XML
                • Connecting to XML Datasources
                • Parsing Hierarchical Data
                • Raw Data
              • Active Directory
              • Amazon Athena
              • Microsoft Dataverse
              • JSON
              • LDAP
              • GraphQL
            • Spreadsheets
              • Excel
              • Excel Services
              • Excel Online
              • GoogleSheets
          • SQL Compliance
            • Accounting
              • Exact Online
              • Raisers Edge NXT
              • Xero
              • Quickbooks
              • Quickbooks Online
              • QuickBooks POS
              • Freshbooks
              • Reckon
              • Sage Intacct
              • Sage Business Cloud Accounting
              • Sage50 UK
            • AI & Machine Learning
              • Salesforce Einstein
              • DataRobot
              • Splunk
            • Analytics
              • Google Analytics
              • Youtube Analytics
              • Azure Analysis Services
              • Adobe Analytics
              • SAS
            • Application Platforms
              • Alfresco Platform
              • Kintone Platform
              • Quick Base Platform
              • Veeva Vault
            • Big Data
              • Apache HBase
              • Apache HDFS
              • Apache Hive
              • Apache Spark
              • Greenplum
              • HPCC Systems
            • Calendar & Contact Managers
              • Google Calendar
              • Google Contacts
            • Cloud Storage
              • Azure Table Storage
              • Amazon S3
              • Wasabi
              • IBM Cloud Object Storage
            • Collaboration
              • Airtable
              • Asana
              • Box
              • Dropbox
              • Google Drive
              • Microsoft Teams
              • Microsoft OneDrive
              • Microsoft OneNote
              • Microsoft Exchange
              • Office365
              • Salesforce Chatter
              • SharePoint
              • Slack
              • Smartsheet
            • CRM
              • Act! CRM
              • Bullhorn CRM
              • Highrise
              • Microsoft Dynamics CRM
              • Microsoft Dynamics 365 Sales
              • Oracle Sales Cloud
              • Salesforce
              • SAP Hybris C4C
              • Sugar CRM
              • Veeva CRM
              • Zoho CRM
            • Customer Service & Support
              • ServiceNow
              • Zendesk
              • Jira
            • E-commerce Platforms
              • Woocommerce
              • Magento
              • Shopify
              • Amazon Marketplace
            • DataWarehouse
              • Azure Data Lake Storage Gen1
              • Azure Data Lake Storage Gen2
              • Azure Synapse
              • Databricks
              • Google BigQuery
              • Redshift
              • Snowflake
            • Email
              • Gmail
            • ERP
              • Acumatica
              • NetSuiteSQL
              • NetSuiteTalk
              • Odoo
              • Dynamics NAV
              • Dynamics GP
              • Microsoft Dynamics 365 FinOp
              • Microsoft Dynamics365 Business Central
              • SAP Business One
              • SAP NetWeaver
              • Workday
            • Expense Management
              • SAP Concur
            • Files
              • CSV Database
            • Marketing
              • Bing Ads
              • Google Ads
              • HubSpot
              • MailChimp
              • Marketo
              • Oracle Eloqua
              • Salesforce Marketing Cloud
              • Survey Monkey
              • Youtube 2020
            • NoSQL
              • Cassandra
              • Azure CosmosDB
              • Amazon SimpleDB
              • Amazon DynamoDB
              • Couchbase
              • MongoDB
              • IBM Cloudant
              • Redis
            • Payment Processing
              • Authorize.Net
              • Paypal
              • Stripe
              • Square
            • Product Lifecycle Management (PLM)
              • Propel
            • Project Management
              • Basecamp
              • Microsoft Project
            • Search
              • ElasticSearch
              • Bing
              • Google Search
            • Shipping and Mailing
              • FedEx
              • UPS
              • USPS
            • Spreadsheets
              • Excel Online
              • Excel
              • Excel Services
              • GoogleSheets
            • Social Networks
              • Facebook
              • Instagram
              • Linkedin
              • Twitter
            • Services
              • Active Directory
              • Amazon Athena
              • JSON
              • LDAP
              • Microsoft Dataverse
              • OData
              • REST
              • RSS
              • XML
        • Projects
          • Overview
          • Project Settings
      • Utilities
        • DataSource Browser
        • Job Monitor
        • Logs/Statistics
        • CheckIn/CheckOut
        • Master Admin Options
      • Creating & Running Projects
        • Creating a New Project
        • Orchestrating Workflows with Designer
          • Designer Home Page Overview
          • Using the appRules Designer
        • Reading Data
        • Mapping Data
        • Writing Data
        • Project Validation
        • Running Projects
          • Running from the Home Page
          • Using the Web API
          • Using the Scheduler
        • Monitoring Jobs
        • Logging
      • Flow Data Migration
        • Overview
        • Basic Flow Data Migrations
        • Bulk Loader Flow Data Migrations
    • Self-Hosting
      • Software Installation
        • Installation Prerequisites
        • Running the Installer
        • HostService Settings
        • IIS Settings
        • Web API Settings
        • Scheduler
        • Creating a New Project Database
      • Application Configuration
      • appRules Embedded Database DBA Tool
  • PLATFORM PRODUCTS
    • appRules Data Migration Engine
      • Overview
      • Flow Data Migration
      • The Migrate Data Activity
        • Overview
        • Initializing the Migrate Data Activity
        • Target Entities Collection
          • Overview
          • Toolbar
          • Target Entity Properties
        • Basic Data Migration
        • Matching Schema Migration
        • One-To-Many Migration
        • Entities to Csv Migration
        • Data Replication
        • Data Synchronization
        • Bidirectional Data Synchronization
      • Field Mapping & Transformation
      • Reviewing the Project Settings
      • Validations, Error Handling & Notifications
      • Job Execution & Monitoring
      • Evaluating Data Migration Job Results
    • appRules Integration & Automation Engine
      • Overview
      • Flow Data Migration
      • Process Automation, Business Rules & Decision Support
        • Overview
        • Control Flow Activities
          • If
          • While
        • Conditions & Actions
          • Overview
          • Conditions
          • Actions
        • Evaluating Conditions
        • Performing Actions
        • Decision Tables
        • Executing Rule Sets
    • appRules Enterprise 360
      • Overview
      • Data Migration
      • Integration & Automation
  • Samples
    • Samples Overview
    • Sample Projects
      • Data Migration, Replication & Synchronization
        • Replicate Dynamics365 In Snowflake
        • Migrate Parent/Child Records Using Target / Bulk Loader
        • Export SQL Table to CSV Using Flow
        • One-to-Many Data Migration
        • Batch Data Source Entities to Files
      • Integration & Automation
        • Decision Table - Customer Discount
        • Iterate Deleted Salesforce Records
        • Use CSV Folder As SQL Database
        • Conditional Actions Execution
        • Round Robin Lead Assignment
      • Snippets
        • Snippet - Arguments, Variables, Dynamic Values & Sourced Values
        • Snippet - Counters & Running Totals
        • Snippet - Executing Financial Functions
        • Snippet - Infinite Loop
        • Using Composite Keys
      • Miscellaneous
        • Custom Queries
        • Parent-Child: Child Project
        • Parent-Child: Parent Project
        • Scheduled System Maintenance
        • Target Activity Errors & Logs
        • Task Parallelism
  • APPENDIX
    • Miscellaneous
      • Common Connection Properties
      • Troubleshooting a Connection
      • Dynamics365 - Connection Settings
      • Dynamics365 App Registration
      • Getting the oAuth Access and Refresh Tokens
      • Editing Windows Environment Variables
      • PickLists
      • Creating a Custom Azure oAuth App
      • Using Kerberos
      • Stored Procedures
    • FAQs
Powered by GitBook
On this page
  • Overview
  • No-Code Environment
  • Conditions
  • Actions
  • Workflow Activities
  • appConnector Modules
  • The appRules Data Migration Engine
  • The appRules Integration & Automation Engine
  • appRules Enterprise 360
  • Composing And Orchestrating Projects
  • The appRules Embedded Database
  • Project Databases
  • The Samples Project Database
  • Environment Settings
  • Data Source Settings
  • Connection Settings
  • Sourced Values
  • Data Managers
  • Logs and Statistics
Export as PDF
  1. PLATFORM

appRules® Concepts & Features

PreviousWelcome to appRules®NextPlatform Overview

Last updated 1 month ago

Overview

Before jumping in to start composing and orchestrating your projects with appRules, it is recommended that you review this section to get a basic idea of the concepts that drive appRules.

The concepts are not discussed in detail here but are rather presented in a concise manner to help you hit the ground running. In addition to understanding the concepts and features, this section will also introduce you to the most frequently used terms in appRules.

While appRules features so many options, only the key common features are included in this section.

No-Code Environment

appRules is a no-code environment that includes thousands of configurable options for performing all design and runtime tasks for data migration, data integration, business rules and process automation.

Conditions

Simple and complex conditions to be evaluated by the system can be defined and maintained without writing code.

Actions

Simple and complex actions to be performed by the system during processing can be defined and maintained without writing code.

Workflow Activities

The actual work performed by appRules projects are done through the execution of one or more workflow activities. Workflow activities in appRules are actually actions and conditions participating in orchestration.

A workflow activity takes input and gives output and contains user-configurable variables and properties. appRules workflow activities are grouped into modules that can be configured to complete a process. appRules activities are able to move and share data between modules and also with external systems.

Each module is specific to the features of the application that it supports -- including files, databases, SaaS etc.

The process of composing your projects (workflows), involves dragging activities on to the designer, configuring the associated properties, and associating them in a logical sequence order.

appConnector Modules

appRules is based on appStrategy’s appConnector technology. appConnector technology delivers software libraries that connect a wide variety of applications and data sources.

appConnector functionality is based on workflow activities that are packaged in modules related to the job they perform as a group.

To use a module, refer to its documentation in the Data Sources section.

The appRules Data Migration Engine

The appRules Data Migration Engine is a powerful engine based on the appRules platform that supports several data migration options include replication and synchronization. appRules Data Migration engine works with hundreds of data sources. It is sold as a separate appRules platform product.

The appRules Integration & Automation Engine

The appRules Integration & Automation Engine is a powerful engine based on the appRules platform that supports integration, automation, and business rules processes. Decision Tables, Rule Sets and other features are included in the appRules Integration & Automation Engine. It is sold as a separate appRules platform product.

appRules Enterprise 360

appRules Enterprise 360 is the enterprise suite that includes the appRules Data Migration Engine and the appRules Integration & Automation Engine - the All-In-One package.

Composing And Orchestrating Projects

In appRules, projects are composed and orchestrated as opposed to being programmed or developed. Using appConnector modules with powerful activities featuring easy-to-use and reusable editors makes this possible.

To compose projects in appRules, you simply drag and drop activities from the toolbox onto the designer and associate them in sequence using control flow activities (while, if, sequence …):

The appRules Embedded Database

appRules includes a Microsoft SQL Server compatible embedded database that you can use to host your small and mid-size projects. No installation or configuration is required for the appRules Embedded Database - it is automatically installed and configured.

Project Databases

appRules stores projects in project databases. Your project database can contain a few, or unlimited number of projects. You can also maintain several project databases and synchronize data between project databases. This feature makes it easy for you to maintain separate environments for Development, Test and Production.

Project databases are not just used for storing your job definitions. They also store other data including data source definitions, lists, settings and logs. appRules currently supports the appRules Embedded Database and Microsoft SQL Server as project databases. The appRules Embedded database is used mostly for development and for small and medium deployments. It requires little or no resources to create and maintain. The samples supplied with appRules are in the appRules Embedded database.

appRules includes utilities (CheckIn/CheckOut) that allow you to move your project database from one format to another.

The Samples Project Database

A project database named Samples is installed along with your edition of the appRules software product.

The Samples database contains several examples that show you how to hit the ground running with appRules.

In addition, a database named Northwind containing test data is also automatically installed on your computer.

Before running other sample projects (non-Northwind samples), make sure that you properly configure the required settings (connection strings, authentication etc.).

Environment Settings

Most software projects consume a lot of time at runtime (configuring registry settings, checking activations, connection strings, file locations, location specific defaults, etc.). To alleviate these problems, appRules includes Environment Settings that you can use to define how your projects will be deployed -- even before the projects are composed. For example, you can create environment settings for Development, Test and Production. You can also create environment settings for departments, teams and locations. There is no limit to the number of environment settings that you can define. Environment Settings are linked to users running the projects.

Data Source Settings

appRules relies on data source metadata for all processing. Metadata is generated from the data sources and stored in the project database.

When creating a data source, appRules gathers not only information related to entities or table metadata, but also any additional information included in the database of applications including pick lists and data mapping information.

Connection Settings

The same data source can use different connections depending if you run in Development or Production environment. Also a workflow activity can be executed using several connections in the same environment (a Bulk activity can use several workers, each of them associated to a different connection to the same data source).

Sourced Values

To deliver a code-free environment where projects can be created and deployed quickly, appRules employs “Sourced Values”. In simple terms, a Sourced Value allows you to quickly select a source for a value and an identifier for it. To specify a sourced value, you select the Source and then specify a value identifier (Source Value Identifier). Below are some examples of the many sourced values used in appRules:

Source

Value Identifier

String

The String source allows you to enter any value in the value identifier. Example: “Constant:John Smith”

DataFieldValue

The DataFieldValue source gets a value from a record that exists in a specific Source or Target in the project. Example: “Employees.LastName” gets the value of the LastName column in the Employees record.

DateTime

The DateTime sourced value points to a date/time related value. They can also be used to specify other date/time related data. Example: “DateTime.DateTimeNow” generates the current date/time.

ActionField

The ActionField source allows you to select results of specific actions

The above examples give you an idea of how Sourced Values are defined and used in appRules. There are over one hundred Sourced Values and associated types that you can use to specify data anywhere in your projects.

By providing a rich set of editors and controls to manage Sourced Values, appRules is able to provide a very powerful and flexible combination that gives users the fastest and most compact environment for configuring actions, conditions, activities and orchestrating processes.

Sourced Values in Property Grid

Below are examples of Sourced Value controls on the property grid at design time:

Data Managers

Data Managers are a special set of workflow activities that can be initialized as Sources or Targets in the appRules project. Source Data Managers retrieve data records from a data source and make the records and values in them available for other modules in the project. Target Data Managers are used for saving records to a specific data source. The properties, connectors configuration options, and execution context of Data Managers is based on the parent module of the Data Manager.

appRules projects can support an unlimited number of Source and Target Data Managers in the same project. And you can define configuration values using values from unrelated Sources/Targets and even dynamic values. A standard Source can be initialized using an InitializeSource activity and a standard Target activity can be initialized using an InitializeTarget activity.

In addition to standard Data Managers (Source & Target), appRules also supports derived Data Managers such as Lists, Lookups, PreloadedRecords, PickLists, etc.

appRules persists the values of the current records of Data Managers so they can be utilized by other activities using the DataFieldValue Sourced Value. Some appConnector modules provide additional Data Managers that are specific to the data source.

Logs and Statistics

You can configure your appRules project to log as much information as possible regarding the process. Several selections are included for viewing logs and other project runtime data. After running the job or while it is still running, you can view all details related to the job, including Condition, Action and Activity statistics, Source and Target statistics, performance logs and error logs.