Defining rules using date ranges

You can define rules using date ranges to identify the records that a rule should affect.

Prerequisite

Make sure that the necessary date fields have been configured in the appropriate container.

To define a rule using a date range

1. Open the item where you want to define the rule:
   1. Click the Administration tab.
   2. 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.
      The container details page appears.
   3. In the left pane, click the item link (such as Record Definitions in workspaces).
      The Items page appears. 
   4. 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 appears 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 for this field.
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, define the action or event that should trigger this rule.
8. In the Criteria section:
   
   1. Click Add new condition.
   2. Select Created On.
   3. In the Condition field, select range.
   4. In the Value field, select the appropriate value such as today or last week.
   5. Click Create.
9. In the Actions section:
   
   1. Click Add new action.
   2. In the Action field, select Set field value.
   3. In the Method field, select Set field value.
   4. Select a field and enter the new value.
   5. Click Create.
   6. (Optional) To define colors for certain date ranges (such as setting all tickets dated last month to  red), repeat steps a-e, selecting Set color in the Action field and selecting a color.
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