Can be used for:

What this qualifier item is checking

Left argument selections

Operator selections

Right argument selections

Any object

Checks whether the current user who is attempting the operation is a member of the Paralegals group.

1 Current User

2 Click the Object Navigator icon

3 groupMemberList- > (traverse)

4 group-> (ok)

5 Is

6 Equal To

7 Literal

8 Paralegals

Any object

Checks whether the current user is Bob Johnson.

1 Current User

2 Is

3 Equal To

4 Literal

5 Bob Johnson

Any object

Checks whether the current user is the same user who created the record.

1 Current User

2 Is

3 Equal To

4 Attribute

5 Current Object

6 Click the Object Navigator icon

7 createdBy-> (ok)

Contact-centric custom object

Checks whether the contact selected in the contact-centric field of the project (such as the Insured) is the contact selected in a custom field of type Involved (such as Requestor).

1 Current Object

2 Click the Object Navigator icon

3 contact-> (ok)

4 Is

5 Equal To

6 Attribute

7 Current Object

8 Click the Object Navigator icon

9 detailList-> (traverse)

10 RequestedBy-> (traverse)

11 contact-> (ok)

Any object

Checks whether the value of a custom field Trial Date has changed (for example, to trigger an audit rule).

1 Current Object

2 Click the Object Navigator icon

3 detailList-> (traverse)

4 Select the category (traverse)

5 TrialDate (ok)

6 Is

7 Changed

8 Any Value

9 Any Value

Custom object (such as a matter)

Checks whether an assignee with the role Outside Counsel has been added to the record.

1 Current Object

2 Click the Object Navigator icon

3 assigneeList-> (traverse)

4 Outside Counsel (ok)

5 Not

6 Item Added

None

Custom object (such as a matter)

Checks whether the phase is changed from some other phase to Closed-Pending.

1 Current Object

2 Click the Object Navigator icon

3 currentPhaseType -> (ok)

4 Is

5 Changed

6 From: Any Value

7 To: This Value

8 Closed- Pending

Any object

Checks whether the custom field Disposition Date has no value (is null).

1 Current Object

2 Click the Object Navigator icon

3 detailList-> (traverse)

4 Select the category (traverse)

5 Disposition Date (ok)

6 Not

7 Populated

None

Any object

Checks whether the Suit Served date is after the Suit Filed date (both custom fields).

1 Current Object

2 Click the Object Navigator icon

3 detailList-> (traverse)

4 Select the category (traverse)

5 Suit Served (ok)

6 Is

7 After

8 This Date

9 Current Object

10 Click the Object Navigator icon

11 detailList-> (traverse)

12 Select the category (traverse)

13 Suit Filed (ok)

Any object

Checks whether the Incident Date was during the last 30 days. Incident Date is a custom field.

1 Current Object

2 Click the Object Navigator icon

3 detailList-> (traverse)

4 Select the category (traverse)

5 Incident Date (ok)

6 Is

7 Within The Last X Days

8 30

9 From Now

Any object

Checks whether the Loss Estimate is greater than or equal to 1000 dollars. Loss Estimate is a custom field.

1 Current Object

2 Click the Object Navigator icon

3 detailList-> (traverse)

4 Select the category (traverse)

5 Loss Estimate (ok)

6 Is

7 Greater Than Or Equal To

8 Literal

9 1000

Task or Expense

Checks whether the project associated with the record is in Closed status. (This is the record status—not the phase.)

Tip: You may use this qualifier with the Post rule trigger to prevent posting to a closed project.

1 Current Object

2 Click the Object Navigator icon

3 project-> (traverse)

4 isClosed (ok)

5 Is

6 Equal To

7 Literal

8 Yes

Invoice

Checks the type of invoice, since some types may be subject to more stringent verification and approval than other types are. You may want to restrict your rule to a specific invoice type, or you may want to exclude a specific type (for example, "Not Shadow".)

1 Current Object

2 Click the Object Navigator icon

3 typeIID (ok))

4 Is

5 Not

6 Standard

7 Accrual

8 Credit Note

9 Shadow

Task or Expense

Checks whether the Current Phase of the project associated with the record is Pending.

Tip: You may use this qualifier with the Post rule trigger to prevent posting to a project when it is in an inappropriate phase for posting.

1 Current Object

2 Click the Object Navigator icon

3 project-> (traverse)

4 currentPhaseType -> (ok)

5 Is

6 Equal To

7 Literal

8 Pending

Contact

Checks whether there are any phone numbers added to the contact.

1 Current Object

2 Click the Object Navigator icon

3 phoneList-> (ok)

4 Not

5 Populated

None