Example: Building a Template Request rule

This example describes how to build a rule for assigning reviewers to a project request. Assume the following scenaio.

You are setting up a project template to be used when your organization creates print advertising campaigns.

You have defined a custom attribute named Region where the region can be specified for a project. The regions are named NA (for North America), APAC (for Asia-Pacific), and EURO (for Europe).

You want different creative teams to review project requests based on the project's region.

One Project Request Recipient role has been defined for the project: Project Manager.

1.

In the Setup Recipients area of the Requests tab of the project template, uncheck the Request owner can add and/or delete recipients box, because you want your rule to control who reviews the project requests (based on region) and you do not want the project requestor to be able to add any other reviewers.

2.	On the Requests tab of the project template, click Add Recipient Step.

A new row is added in the Setup Recipients area.

3.	Select Project Manager in the Project Role drop-down list.

4.	Select Rule Driven in the Recipient Assignment drop-down list and then click the Build Rule icon that appears.

The Rule Builder window opens.

5.	In the Rule Builder window, do the following for each of the three regions:

a.	Select Region in the Select a Project Attribute drop-down list.

b.	Select = in the comparison drop-down list.

c.	Type the region name (NA, APAC, or EURO) in the text field.

d.	Leave the And/Or drop-down list blank.

e.	Select the region-appropriate team in the Assign the following resource field.

f.	Click Add.

g.	Click Save Compound Condition.

The compound condition moves to the Compound Conditions area.

6.	After you have built a condition for each of the three regions, select a default resource to receive the request if none of the conditions is met. Click Add and click Save Compound Condition.

7.	Click Preview to see your rule as a whole and verify that the desired logic is present. Print the rule if desired.

8.	Click Save and Finish.

The Rule Builder window closes and you return to the Requests tab.

9.	Complete the other fields in the Recipient row as desired.