Getting Started with Link Rules in Cradle

What Are Link Rules?

Link rules are used in Cradle as a way of defining constraints for cross reference operations within a project. They specify who can manipulate cross references, the link types that can be used, between what types of item, and which items of these types. This guide to getting started with link rules will help first time users understand the concepts.

The level of detail for each link rule can vary as required for your project’s needs. On one hand they can be very simplistic, allowing links of any link type between all item types. On the other hand they can be more detailed and specific, allowing links between different item types, models and individual item identities.

Throughout this blog post, and future posts, we will explore the Link Rule Setup dialog. These posts will cover the different options available and the result this will have on cross references between items in your project.

Getting started with Link Rules

How to Access the Link Rule Setup Dialog

Link rules can be viewed in the Cross Reference Parameters section of Project Setup. They are created and modified in the Link Rule Setup dialog.

To access Link Rule Setup, first open Project Setup. This is found in the Project tab in WorkBench. Once opened select Cross Reference Parameters from the Options: menu and then select the Link Rules tab. Finally, the Link Rule Setup dialog can be displayed by selecting either ‘Add...’  or ‘Edit…‘.

How the Link Rule Setup dialog can be opened in WorkBench Project Manager in order to create link rules.
The Link Rules Section of Project Setup

Overview of Link Rule Setup

Now we know that link rules can be created and edited from the Cross Reference Paramaters > Link Rules section of Project Setup, it is time to look at Link Rule Setup itself.

Clicking the Add… button on the right side of Project Setup the Link Rules Setup dialog will appear.

Select the Add... button to create link rules
Select the Add… Button to Create Link Rules

Link Rule Number

The link rule number is located in the top left of the Link Rule Setup dialog. It is essentially the link rule’s identity. Using the DEMO project, or your own project with the Default schema, 41 link rules already exist, hence link rule 42 is created.

Location of the Link Rule Number
Location of the Link Rule Number

If you are using an empty schema, or your own schema, the link rule number will be one greater than the number of current  link rules.

Purpose

The Purpose: field can be used to enter a description of the rule you are creating. This is completely optional and can be left blank if desired.

The Link Rule Setup Purpose Field
The Link Rule Setup Purpose Field

Link Rule is Enabled

This option, when selected, enables the link rule. It is checked by default.

Option for whether the link rule is enabled.
Enable Link Rule Check Box

If Matched, This Rule

Is the link rule you are creating going to allow the operation or prevent the operation?

If matched, this rule either allows or prevents the operation.
If Matched, this Rule Either Allows or Prevents the Operation

Rule Applies to User

From this drop down menu it is possible to select a specific User the rule applies to. If it doesn’t apply to a particular User, <all> can be set which is the default value.

Rule applies to user section. From the menu you can choose a user the rule applies to, or set <all>.
From the Menu Select Which User the Rule Applies to

From Items of Type

This drop down menu allows you to select any item type in your project. This will set it as the item type you want the link rule to go from. In the DEMO project Requirement is set by default. There is also an option for <any> which means the rule will go from all item types.

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Whose Model matches

If you have selected domain/model-related information the you can choose which model the from item belongs to. To do this select the Folder icon at the end of the Whose Model Matches: field.

Choose which Model the from item belongs to
Choose the from item’s Model

Selecting the Folder icon will open the Choose Model dialog.

Choose Model Dialog
Choose Model Dialog

Diagram Type

If you have selected a diagram and model, the Diagram Type: menu becomes active. Select the diagram type you wish to use or choose <all>.

From Diagram Type Menu
From Diagram Type Menu

Matches

If Whose Model matches is set to either a SysML model or a UPDM model you can choose whether a stereotype:

  • Is equal to
  • Is equal to or a descendent of

Of Stereotype

If Whose Model matches is set to either a SysML model or a UPDM model, in conjunction with the option above you can choose a stereotype.

Whose ID matches

Entering an identity in this field will mean the link rule will only apply to that particular item for the from item type and not all items of that type.

To Items of Type

From this drop down menu you can select any item type in your project. This will set it as the item type you want the link rule to go to. In the DEMO project Requirement is set by default. There is also an option for <any> which means the rule will go to all item types.

To Items of Type
To Items of Type

Whose Model matches

If you have selected domain/model-related information the you can choose which model the to item belongs to. To do this select the Folder icon at the end of the Whose Model Matches: field.

Choose which Model the to item belongs to
Choose the to item’s Model

Selecting the Folder icon will open the Choose Model dialog.

Choose Model Dialog
Choose Model Dialog

Diagram Type

If you have selected a diagram and model, the Diagram Type: menu becomes active. Select the diagram type you wish to use or choose <all>.

To Diagram Type Menu
To Diagram Type Menu

Matches

If Whose Model matches is set to either a SysML model or a UPDM model you can choose whether a stereotype:

  • Is equal to
  • Is equal to or a descendent of

Of Stereotype

If Whose Model matches is set to either a SysML model or a UPDM model, in conjunction with the option above you can choose a stereotype

Whose ID Matches

Entering an identity in this field will mean the link rule only applies to that particular item for the to item type and not all items of that type.

Via Links of Type

Choose one of the link types, a link group or <any> to apply to your link rule.

Screenshot of the via links of type drop-down
The ‘Via Links of Type Menu’

Default Link Type

Set the link type as the default link type for all cross references between the specified from and to item types. So when creating a cross reference the link type that you have set to be the default is automatically selected.

Please note this option can only be applied if the following is true:

  • Link rule is enabled
  • Rule applies to user must be set to <all>
  • Via links of type must NOT be set to <any>
  • Ability to create cross references is set
  • From items of type NOT set to <any>
  • To items of type NOT set to <any>

Matched Rule Controls

Finally, at the bottom of the Link Rule Setup dialog we have the Matched Rule Controls section and its three options, each with their own check box.

Matched Rule Control
Matched Rule Control

Ability to Create Cross References

Select this check box if you want the rule to have the ability to create cross references.

Ability to Delete Cross References

Select this check box if you want the rule to have the ability to delete cross references.

Ability to Modify Cross References

Select this check box if you want the rule to have the ability to modify cross references.