Rule Builder

The following table describes the fields in the Rule Builder window.

Controls for building rules

Lists the condition statements previously built in the IF section of the Rule Builder.

Resource assigned

Lists the resource assigned to a corresponding condition statement in the THEN section of the Rule Builder.

Click to edit an existing rule.

IF the following compound condition is true

A list of one or more conditions that make up a compound condition statement.

Select an Attribute

To begin building a rule, select a value from this list of the custom and default attributes in the project template. this list does not include Marketing Object attributes or TVC attributes (attributes placed on grids or lists).

After you select an attribute, additional fields are enabled so that you can complete the condition. For example, if you select the Description attribute, a list appears with the Ends With, Contains, =, or Starts With options, and a text field accepts a string.

For a rule that contains more than one condition, select an operator to connect the current condition with the next condition.

Click to add the current condition to the IF list. You construct and assemble compound conditions one condition at a time.

THEN Assign Approver

A drop-down list from which you can select a user or team to assign when the condition is met.

Save Compound Condition

After you build a condition and select an approver, click to save the complete rule and display it in the Compound Conditions section of the Rule Builder.

A drop-down list from which you select a team or user to assign if none of the conditions are met.

The Default Action field is not available in the rule builder for budget and invoice rules; the default action is to process without approval. If no conditions are met, budget and invoice line items are automatically approved.

Moves the selected condition up in the list.

Moves the selected condition down in the list.

Deletes the selected condition.

Clears selected options before you add another condition.

A tab that contains a printer-friendly version of the rule.

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