A qualifier for a rule may be defined either in a file that is uploaded to TeamConnect, or directly through the user interface. This section describes qualifiers defined in the user interface. For details about files that are uploaded (custom code), see Writing Automated Qualifiers for Rules.

A qualifier defined through the user interface consists of two parts:

•A list of qualifier items, which identify data values from fields in TeamConnect, that are to be checked by the rule.

•Logic for determining whether the entire qualifier is met: all of the items must be met, any of them must be met, or a more complex logic that you define.

When the rule is triggered, if the qualifier as a whole is met, then the rule executes its action. If the qualifier is not met as you have defined it, the action is not executed.

It is helpful to use this sentence as a model for creating a validation or security rule and defining its qualifier items through the user interface:

"If the entire qualifier is met, do not allow the user to [update, create, delete] the record."

Following the construction of this sentence when creating qualifiers will help you write them accurately.

Important: If an active rule has no qualifier information defined, the rule action is always executed when the rule's triggering events occur, whether by a user, wizard, or another rule.