The Business Process Management Engine (BPME) allows you to enforce and configure additional business rules and workflows within the FastTrack 360 system.
While FastTrack 360 includes a built-in workflow, each business may have unique process requirements. BPME enables administrators to tailor processes to match those requirements.
Understand BPME Hierarchies
BPME rules can be applied at different hierarchy levels to control specific data fields.
Level | Description |
Global | Apply rules to fields within a primary record, such as Parent, Client, Cost Centre, Contact, Job Order, or Candidate. |
Parent | Apply rules to fields within a Parent’s Client or Job Order records. |
Client | Apply rules to fields within a Client’s Job records. |
Field Limitation Types
You can use the following limitations to enforce field behavior:
Mandatory – Makes a field required before saving a record.
Field Value – Restricts the value range (e.g., must be between 1 and 5).
Masks – Applies format restrictions (e.g., exact number of digits).
📌 Masking cannot be applied when creating a new Job for the following BPME rule types:
Client, then click Job Order.
Parent, then click Job Order.
Job Order with Client Name filter.
Create a BPME Global Rule
Go to Maintenance, then click BPME. The BPME Maintenance screen opens.
In the Hierarchy panel, navigate to the Global level and select the required record type.
Example: Select Client to create a rule for Client fields.
Right-click the record type and select Add Rule.
Enter a name in the Rule Name field.
From the Field Rule dropdown, select the field you want to apply a rule to.
Choose the Trigger event (e.g., Save or OK).
Select an Operator (e.g., Equal, Like, Not Like).
The “Like” and “Not Like” operators use starts with logic.
Tick Mandatory if the field must be completed before saving.
From Action, select the required outcome:
Don’t Save – Prevents saving until conditions are met.
Warn Only – Displays a warning but allows saving.
Enter or select the Value as applicable.
Add a Message that will display when the rule is triggered.
Click Save.
📌 Note: The Save option becomes available only after all required fields are completed.
Character Expression Operators for Masks
Character | Type | Description |
| Numeric | Each |
| Alpha | Each |
| Alphanumeric | Represents a required alphanumeric character. |
Manage Existing BPME Rules
Active BPME rules can be edited. Updates only apply to new events that trigger the rule.
Edit a BPME Rule
Open Maintenance, then click BPME.
In the Hierarchy panel, locate and select the rule.
Right-click the rule and select Edit Rule.
Update the rule or filter items as needed.
Click Save Changes.
Add or Remove Field Rules
Add a Field Rule
Open the existing rule and select Edit Rule.
Click Add Field Validation.
Follow the same steps as “Create a BPME Global Rule” from Step 4 onward.
Click Save Changes.
Remove a Field Rule
Open the rule record and locate the field rule.
Click the Rubbish Bin icon next to the rule.
Click Save Changes.
📌 Note: If the rule record is not open, follow the steps described in Edit a BPME rule above, to open the rule record.
Work with Filters in BPME Rules
Filters limit when a rule runs based on conditions (e.g., only when Status = Active).
Add a Filter
Open the rule record and go to the Filter tab.
From the dropdown, select the Field Rule to filter.
Select an Operator (e.g., Equal).
Enter or select a Value (e.g., Active).
Click Save Changes.
The Value field type is determined by the Field Rule and Operator selected.
For example, where the Field Rule item is 'Industry' and the Operator is 'Equal', the Value field displays all Industry Codes as a picklist. If the Operator is a group item like 'In' or 'Not In', the Value field displays all Industry Codes as a multi-select item.
📌 Note: If the rule record is not open, follow the steps described in Manage existing BPME Rules to open the rule record.
Add an Additional Filter
Open the rule and go to the Filter tab.
Click the Add symbol.
Follow the steps above to define the new filter.
Remove a Filter
Open the rule and go to the Filter tab.
Click the Rubbish Bin icon next to the filter.
Click Save Changes.
Create a BPME Parent or Client Specific Rule
Create a Parent Specific Rule
Go to Maintenance, then click BPME.
In the Hierarchy panel, select Parent.
Right-click and choose Add Rule.
Select the required entity from Select Entity.
Search for and select the Parent record.
Follow the steps in Create a BPME Global Rule from Step 4 onward.
Add any filters as needed following Work with Filters in BPME Rules.
Create a Client Specific Rule
Go to Maintenance, then click BPME.
In the Hierarchy panel, select Client.
Right-click and choose Add Rule.
Search for and select the Client record.
Follow the steps in Create a BPME Global Rule from Step 4 onward.
Add any filters as needed.
📌 Note: Rules created at the Client level apply to Job records owned by that Client.
Add a Custom Validation to a BPME Rule
Custom Validations allow FastTrack to implement specific logic not supported by BPME alone.
These are developed by FastTrack Professional Services on a time-and-materials basis.
Add a Custom Validation
Go to Maintenance, then click BPME.
For an existing rule, right-click and select Edit.
For a new rule, create one using the appropriate steps above.
Select Add Custom Validation.
From Stored Proc, choose the custom script item.
Select the Action.
Enter a Message to display when triggered.
Click Save Changes.
📌 Notes:
The Action determines if the record user is able to save the record. Where 'Don't Save' is selected, the user will not be able to save the record. Where 'Warn Only' is selected, the user can save the record.
Where the Field Rule conditions are met, the message is displayed to the record user.
💡 Best Practices
Always test new BPME rules in a sandbox environment before deploying them to production.
Keep rule names clear and descriptive for easier management.
Review BPME configurations regularly to ensure alignment with business process updates.
🤔 FAQs
Q1: Why isn’t my BPME rule running when a record is updated automatically?
Answer: BPME rules trigger only when a user action occurs on the defined page (e.g., clicking Save). Automated or background processes (such as status changes triggered by workflow) do not execute BPME rules.
Q2: Can I apply masking and mandatory rules together?
Answer: Yes, but masking cannot be applied when creating new Job records for specific rule types (Client > Job Order, Parent > Job Order, or Job Order with Client Name filter).
Q3: Can multiple field conditions be applied in one rule?
Answer: Yes, multiple Field Rules can be created within a single BPME rule.