General rule information includes several settings, such as the name of the rule, the rule type, and what actions will trigger the rule. This information may be viewed, added, or modified on the General tab of the Rules screen.

Each rule has its own screen where it is defined. This screen contains the following tabs:

•General—General information about the rule, including its name, whether it is active, its rule type, and its trigger(s).

•Qualifier—Allows you to define the qualifier that must be met in order for the rule to take effect. For details, see Creating Rule Qualifiers.

•Action—For security and validation rules, this tab allows you to enter the message that appears to the user when an operation is denied. For details, see Defining Messages for Security and Validation Rules.

For pre-population rules, the Action tab allows you to select the template used to add or populate records. For details, see Using Templates.

For approval rules, the Action tab allows you to select the route and specify details about what happens when the route is in effect. For details, see Defining Actions for Approval Rules and Creating Routes.

For scheduled action rules, the Action tab allows you to schedule the rule. For details, see Defining Settings for Scheduled Action Rules.