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. |
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).
3.Select the type of right side of the condition (Fig. 3).
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).
Note
Apply and save business rule, and refresh the section page in the browser for the changes to take effect.
See also