How to add a condition for executing a business rule
To add a condition for executing a business rule:
1.Click the [Add condition] button in the [IF] condition block. After that, the left side of the condition will be added. Specify the type (Fig. 1) and the value of the left side of the condition. A table describing the possible types of values of the left-hand side of the condition:
| Field | Record field. The title of the record column is selected as the value. |
| Constant | The value of the following types: text, integer, decimal, date and time, date, time, lookup, Boolean. |
| System setting | You can specify a system setting in the [IF] block of a business rule. More information about system settings is covered in a separate article. Be sure to specify the system setting code (and not its localizable title) as a value. Business rules work only with system settings that have [Cached] checkbox selected. |
| System variable | You can specify a system variable in the [IF] block of a business rule. Available variables: “Current time”. “Current date”. “Current Time and Date”. “Current user”. “Current user contact”. “Current user account”. |
| Attribute | The attribute value (for example, a virtual column). This option is intended for developer customization and requires development tools. |
Fig. 1 Specification of the left side of the condition
The input fields of the comparison type and the right-hand side of the condition will be displayed after specifying the value of the left-hand side of the condition.
2.Specify the comparison type from the drop-down list (Fig. 2).
Fig. 2 Select the comparison type values
3.Select the type of right side of the condition (Fig. 3).
Fig. 3 Selecting the type for right side of the business rule condition
Attention
The types of values available in the drop-down list depend on what type of the condition is currently selected.
4.4. Select or enter the value of the right side of the condition (Fig. 4).
Fig. 4 An example of the business rule condition
Note
Apply and save business rule, and refresh the section page in the browser for the changes to take effect.
See also
