Building Tree Documents

◷ Reading Time: 8 minutes


There are two ways of entering the rules:

  1. Using mouse (drag and drop technique)
  2. Using keyboard (filter and enter technique)

To compose a rule using the drag and drop method involves several steps;

  1. Select an item from the toolbox
  2. Drag it over the document (blank opened rule document)
  3. Drop the item into the document.

The following table shows how to create a procedure rule and start adding the first element to the rule document:

The first step is to create a project and add a procedural rule into it named procedure.xml.

  • First, select the root folder from Project Explorer and then press
  • A rule document selector will be displayed, then select the “Decision Logic\Tree Procedure” from the tree on the left pane and the “Tree Procedure” icon from the right pane.
  • Enter the rule name (Procedure.xml) and press “OK”.

After adding a document, the Properties window can be seen.

Using mouse (drag and drop technique)

Then to open this newly created rule, double click on it from Project Explorer and a blank document editor will be opened. The document has only one root element called Procedure.

And the toolbox related to the procedural rules will be created to develop the rule (the procedure) using the drag and drop method.

Move your mouse over the first group in the toolbox, click on it once (left click). DO NOT RELEASE THE MOUSE BUTTON.

While you are still holding the left mouse button, start dragging the mouse into the opened blank rule document.

Move your mouse over the blank document – Go over the Procedure node, and it will be selected. And release the left mouse button.

As soon as the mouse button gets released a node will be added into the blank document. The new node will be a child of the selected node (Procedure).

Positioning an Item

While you are dragging an item from the toolbox into the document you have the following choices, each of which will have a different result and put the new item in different positions vis-a-vis the selected node in the document.

First, add a Scope node to the document you have opened:

And then you can practice the following techniques:

Over a Selected Node
Top of Selected Node
Bottom of the selected node

Using keyboard (filter and enter technique)

Once you have your document opened, instead of dragging items from the toolbox and dropping them on the document, you can use the keyboard to create your model. Let’s continue and add a couple of more nodes to this rule document.


Make sure you select the appropriate child element in the document. As this is a tree-based editor, the element is a node in your document.

Press the Alt+Insert key on your keyboard and this dialog will pop up.

Now you can start typing the name of the command you want. Or you can use Arrow Keys to select from the list.

Then press Enter and the selected item from the list will be added to the child of the selected node of the document. Please note that the selection on the document is now changed to the new node.

Shift Enter

Now as you can see, the If node is selected.

Again press Alt+Insert and start typing else. The list will be filtered. Then select ElseIf

Now this time press Shift+Enter and you will see the selection (focus) of the document does not change. The If command is still selected.

This is a good technique that lets you add multiple items under a single node without touching your mouse!

Document Status

When you modify a document, it becomes unsaved. When you can see “*” on top of the document, you just added a node (last step).

Updated on July 19, 2019

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