Defining rules for setting field values

You can define rules that replace one text string with another.

To define a rule for setting field values

  1. Open the item where you want to define the rule:
    1. In the appropriate section, click the container that you want to modify, or click Manage to open the container Administration page. Then double-click the container.
    2. In the left pane, click the item link (such as Record Definitions in workspaces).
      The Items page appears. 
    3. Double-click the item that you want to modify.
      The Item details page appears.
  2. In the left pane, click Business Rules.
    Icons for the rules associated with this item appear in the right pane.
  3. Click New Business Rule and select the appropriate rule type.
    The Rule Builder page appears. For detailed information about configuring different types of rules, see Types of business rules.
  4. In the Business Rule Name field, enter a descriptive name for this rule.
  5. (Optional) In the Description field, type a useful description.
  6. In the Business Rule Schedule field, accept the default of Run Any Time or select from custom schedules defined for this container.
  7. In the Triggers section, select the action that will trigger this rule.
  8. In the Criteria section, select any conditions for this rule.
  9. In the Actions section:
    1. Click Add new action.
    2. In the Action field, select Set field value.
    3. In the Method field, accept the Set field value setting or select a different method.
    4. In the next field, select the field that you want to change.
    5. In the Value field, enter the replacement text.
      If you want to insert a field variable, select it from the Field variables list, and click Insert.
    6. Click Create.
  10. Click Save.
  11. Publish the container to implement your changes:

    1. In the breadcrumb trail, click the container link.

    2. Click Save and Publish.

      A confirmation message appears.

    3. Click Yes.

      The Publication Succeeded message appears, showing the number of errors and warnings.

Related topics

Configuring business rules

Managing business rules

Deleting business rules

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