---
schema_version: "1"
id: fc85b063f820794c8e3f0e71dc0e03626b3cd38ebeed75f627575cb6f801490e
title: Create and Configure Your Expression Set Version
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/create_and_configure_the_expression_set_version.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.create_and_configure_the_expression_set_version.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 38abac3470614df17a00efa6c55a8f028929cb2a70cd9a45bc994dc2ac0d0338
description: When you create an expression set, the first version is created automatically and suffixed with V1. An expression set version is a blank and usable version of your expression set. Configure variables and constants in your expression set and then create steps that call decision matrices or decision tables and perform calculations or evaluate conditions.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create and Configure Your Expression Set Version

When you create an expression set, the first version is created automatically and suffixed with V1. An expression set version is a blank and usable version of your expression set. Configure variables and constants in your expression set and then create steps that call decision matrices or decision tables and perform calculations or evaluate conditions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions for clouds that have Business Rules Engine enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:49.504950495049506%">
          <col style="width:50.495049504950494%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d35941e69">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35941e69 ">To create, update, and delete expression sets</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35941e69 ">Rules Engine Designer</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35941e69 ">To run expression sets in Business Rules Engine</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35941e69 ">Rules Engine Runtime</td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/images/icon_important.png)

Important Create and activate all decision matrices, decision tables, or sub expressions that you plan to call in your expression set.

Create an expression set named StudentDiscountCalculation. This expression set calculates the fee for students based on the values that they enter in a form and the eligibility for discounted fees defined in our decision matrix.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/images/icon_note.png)

Note Ensure that the name of an expression set and the expression set version starts with a letter and doesn't exceed 75 characters, including spaces. Don't start names with numbers and special characters.

1. From App Launcher (![App explorer icon.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/app_explorer.png)), find and select **Business Rules Engine**.
2. Click the app navigation menu, and then select **Expression Sets**.
3. Click **New**.
4. For name, enter StudentDiscountCalculation.
5. Select a usage type, and save the expression set.
    
    The expression set’s first version is created by default.
6. If needed, select **Initiatlize resources with default values**.
    
    If this checkbox isn't selected, expression set version resources are initialized with null values.
7. To open the version in Expression Set Builder, from the Expression Set Versions area, select **StudentDiscountCalculation V1**.
8. Set the version’s properties:
    1. Click ![Gear icon, which opens the properties panel.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/properties_gear_icon.png), and then enter a start date time and an end date time for the expression set version.
    2. Enter a rank number.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/images/icon_note.png)
        
        Note When more than one enabled versions match an expression set call, and the date-time periods overlap, the version with the highest rank is chosen. For example, if two enabled versions have rank values set to 1 and 2, the version with rank 2 is chosen.
    3. Close the Expression Set Properties panel.
9. Create resources to use in the version steps:
    1. Click ![resource manager icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/resource_manager.png).
    2. Click **Add Resource**, and then create these resources.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/images/icon_note.png)
        
        Note After adding a resource, to add the next resource, click **Done and New**. After adding all required resources, click **Done**.
        
        Variables   
        | Variable NAME | Data Type | Decimal |
        | --- | --- | --- |
        | StudentBirthdate | Date | 0 |
        | StudentAge | Number | 0 |
        | GPA | Number | 2 |
        | QuoteAmount | Currency | 2 |
        | QuoteAmountAdjusted | Currency | 2 |
        
        Constants    
        | Constant Name | Data Type | Decimal | Default Value |
        | --- | --- | --- | --- |
        | Discount | Percent | 0 | 15 |
        | HundredPercent | Percent | 0 | 100 |
10. To calculate the age of a student based on their birth date, add a Calculation step to the version.
    1. Click ![Add icon in expression set builder canvas.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/add_element_icon.png) in the expression set canvas, and then select **Calculation**.
    2. In the Formula field, search for and select **AGE (Date)**.
    3. Replace Date in Age (Date) with StudentBirthdate so that the Formula looks like this: Age(Birthdate).
    4. In the Output Variable field, search for and select **StudentAge**.
11. To look up the discount eligibility of a student based on a combination of age and GPA, add a decision matrix:
    1. Click ![Add icon in expression set builder canvas.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/add_element_icon.png) in the expression set canvas, and then add a Decision Matrix element after the Calculation step.
    2. Search for and select **StudentDiscountEligibility**.
        
        The variables and constants from the decision matrix appear automatically.
        
        ![Image showing the input and output variables from the decision matrix that is added to the expression set.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/dm_added_expression_set.png)
12. To calculate the quoted fee, add another Calculation step:
    1. Click ![Add icon in expression set builder canvas.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/add_element_icon.png) in the expression set canvas, and then add the Calculation element after the Decision Matrix step.
    2. In the Formula field, search for and select **QuoteAmount**.
    3. In the Output Variable field, search for and select **QuoteAmountAdjusted**.
13. To evaluate whether a student is eligible for a discount, and then to calculate the discounted fee, add a Conditional Group step:
    
    1. Click ![Add icon in expression set builder canvas.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/add_element_icon.png) in the expression set canvas, and then add the Conditional Group element after the Calculation step.
    2. In the Condition element that's part of the Conditional Group, for Resource search for and select **StudentDiscountEligibility\_\_Qualified**.
    3. For operator, select **Equals**.
    4. For Value, select **true**.
    5. Click ![Add icon in expression set builder canvas.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/add_element_icon.png) in the Conditional Group, and then add the Calculation element within the conditional group.
    6. In the Formula field, search for and select this series of variables and operators: **QuoteAmount \* (HundredPercent – Discount)**.
    7. Select the **Include in Output**checkbox.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/images/icon_important.png)
    
    Important The Conditional Group step runs only if the condition in the group evaluates to true.
14. Save the version.

#### See Also

- [_Salesforce Help_: Supported Data Types in Expression Sets](https://help.salesforce.com/s/articleView?id=ind.bre_supported_data_types_in_expression_sets.htm&release=264.0.0&type=5 "Expression set versions support resources of specific data types. A resource’s data type determines the operators that can be used with the resource.")
- [_Salesforce Help_: Operators and Functions in Expression Sets](https://help.salesforce.com/s/articleView?id=ind.operators_and_functions_in_expression_sets.htm&release=264.0.0&type=5 "Formulas in expression sets support logical, comparison, mathematical, and string operators, and functions for dates and numbers.")
- [_Salesforce Help_: Step Elements to Build Your Expression Sets](https://help.salesforce.com/s/articleView?id=ind.step_elements_in_expression_sets.htm&release=264.0.0&type=5 "Step elements are the building blocks of an expression set. A new expression set version is always blank. Each element forms a step in an expression set. Use the elements in the Expression Set Builder to form logical steps in the expression set. Steps in an expression set run sequentially. Depending on the type of the step element, a step can perform calculations, lookups, or condition evaluations that determine how the next step in the expression set is processed.")
- [_Salesforce Help_: Considerations for Calling Expression Sets](https://help.salesforce.com/s/articleView?id=ind.considerations_for_calling_expression_sets.htm&release=264.0.0&type=5 "Before you call expression sets from Flows, Omnistudio, or third-party workflows, review these considerations.")
User Permissions Needed
To create, update, and delete expression sets	Rules Engine Designer
To run expression sets in Business Rules Engine	Rules Engine Runtime