Rule Builder

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

Field	Description
Condition	Lists conditions you have built and saved in the IF section of the Rule Builder.
Resource assigned	Lists the resource you assigned in the IF section of the Rule Builder.
Update	A link that allows you to change an existing condition.
IF the following condition is true	A list of conditions you are assembling as part of a compound condition.
Attribute drop-down list	You begin building a rule by selecting from this drop-down list of all the custom and default attributes of the project template, except for Marketing Object attributes and TVC attributes (attributes placed on grids or lists). Depending on what you select, additional fields may be enabled. For example, if you select Description, an additional drop-down list allows you to select End With, Contains, =, or Start With and a text field allows you to enter text.
Comparison drop-down list	A drop-down list with options that vary depending on the selected attribute.
And/Or	A drop-down list that allows you select And/Or operators for compound conditions.
THEN assign the following resource	A drop-down list from which you can select a user or team to assign if the conditions are met.
Add	A button you click to add a part of a compound condition to the compound condition you are assembling.
Default Resource	A drop-down list from which you must select to designate a team or user to be assigned if none of the conditions are met. The Default Resource 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.
Save Compound Condition	Once you build a compound condition, click this button to save it and move it to the Compound Conditions area of the Rule Builder.
Up	A button that allows you to move a selected condition up in the list.
Down	A button that allows you to move a selected condition down in the list.
Delete	A button that allows you to delete the selected condition.
New	A button that allows you to clear selected options before you add a new part of a compound condition.
Update	A button that allows you to edit the selected condition.
Preview	A tab that contains a printer-friendly version of the rule.