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Business Rules

Business Rules allow a user to apply logic and updated a set of data instead of editing one module at a time.

There are three parts to a Business Rule:

  1. The module filter to determine the set of data to modify
  2. The record condition
  3. the actions to perform
Field Description
Assigned User ID The user that is the owner of the record.
Team ID The team or teams that the record is a member of.
Name The name of the record.
Priority The priority is a numeric value that determines the order of application of the Business Rules.
Then Actions The actions that are performed if the conditions are met.
Condition The conditions that determine if the rule is to be executed.
Else Actions The actions that are performed if the conditions are not met. The actions can be blank to do nothing.
Module Name The module name to which the rule applies.
Active The active state of the rule.