The following procedure describes the process of creating rules with predefined actions within TeamConnect. Security, validation, and approval rules may be created using these instructions. To create rules using Java class files or JavaScript for their qualifiers or actions, see Creating Automated Qualifiers and Actions.
Before creating a rule, be sure that you create the correct rule type. For descriptions of security, validation and approval rules, see Rule Types.
1.In the Designer window, from the Go to drop-down list select Object Definitions. 2.Select the appropriate object definition and then click the Rules tab. 3.Click New. 4.The corresponding General tab appears with blank fields. 5.Set the General Rule Information. For details, see Setting General Rule Information. 6.Click the Qualifier tab and create all of the necessary qualifier conditions. For details, see Rule Qualifiers. 7.Click the Action tab and define all of the necessary Rule Action information. For details, see Rule Actions. 8.Click the General tab. 9.Select the This rule is Active check-box to activate the rule. 10.Click Save. The rule is immediately active and is triggered when a user attempts to perform the operation that is selected as the trigger.
|
