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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

scr_section_wizard_rules_designer_left.png 

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

scr_section_wizard_rules_designer_type.png 

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

scr_section_wizard_rules_designer_right.png 

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

scr_section_wizard_rules_designer_condition.png 

Note

Apply and save business rule, and refresh the section page in the browser for the changes to take effect.

See also

How to add a business rule action

Business rule edit page

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