All rules that are defined within TeamConnect may be created, viewed, and modified on the Rules tab of the corresponding object definition.
1.Click the Rules tab of the object definition for which you want to create or access rules. A list of existing rules for the selected object appears, as shown in the following image.
 Rules Tab 2.If appropriate, sort the list of rules you want to view by either or both of the following criteria: oBy rule type—Select the type from the Show ___ Rules drop-down list. oBy rule trigger—Select the operation from the on __ action drop-down list. The rule list automatically refreshes to show you a list of matching results according to your selections.
3.Click the name of a rule to access it, or click new to create a rule. |
The following table describes the items on the Rules tab.
Field or column
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Description
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new
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Click to create a new rule.
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Go to Rules folder
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Click to open the Rules folder for the selected object in the Documents area, where all files for custom action and scheduled action rules are stored.
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Show __ Rules
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Select a rule type by which to filter the list.
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on __ action.
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Select an action (trigger) by which to filter the list.
Note: The contents of this drop-down list varies according to the rule type you have selected. For a list of rule triggers, see the Rule Triggers table.
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Rule list
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Displays all rules that have been created for the selected object that meet your view criteria.
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Order
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Displays the order in which rules are executed when a user attempts the corresponding action. Rules are executed in order from lowest to highest.
The order only pertains to rules of the same type. For example, all security rules are executed first according to order. After all security rules are executed, validation rules are executed according to order, and so on, according to the rule type.
For details on execution order, see Points To Remember.
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Rule
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Displays the name of the rule as a hyperlink, which you may click to view the rule definition.
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Trigger(s)
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Displays the names of the triggers that are currently associated with the rule. For a list of rule triggers, see the Rule Triggers table.
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Active?
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Displays whether the rule is currently active in TeamConnect.
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