Defining all Get Authority rules

To define any type of get authority rule

1. Complete the basic information about the rule if not done already; for more information, see Creating-rules.
   • In the Rule Type field, select Get Authority, Get Authority Self, or Get Authority Regular.
   • (Optional) In the Run If field, create a condition statement if necessary. The condition statement controls whether the rule actions execute. If no qualification exist, the rule always runs.
2. Click the Set Fields tab.
3. In the Set Field Type field, select an action from the menu.
   Set Field Type indicates the type of assignment to be used for the rule action. For more information, see Defining-actions-for-a-rule.
4. In the From Form field, select a form name from the menu.
   This value defines the form that the rule will search for to find the requested data; for example, the AP-Sample:Signature Authority form.
5. In the On Server field, select the server where the form is located.
   • Current—The form exists on the current server.
   • Alternate—The form exists on another server. In this case, type the remote server name in the Server field.
6. In the Qualification area, enter a qualification statement to define the parameters for retrieving the authority data.
   For example, to retrieve the current approver's signature authority limit from the AP-Sample:Signature Authority form, define a qualification statement that sets $Approver$ (current approver) to equal the Login Name field in the Signature Authority form.
   • Click Fields from the Set Fields Form to select the Login Name field from the form named in the From Form field.
   • Click Fields from Application Form to select the $Approver$ field from the current record of the AP:Signature form.
7. In the Fields Data area, enter the names of the field or fields to receive the data in the Field Name column, and a value statement or the name of each source form field in the Value column.
   Use the field list button next to each field to select the field names. The fields in the Field Name column are located in the AP:Signature form. The fields in the Value column are located in the form named in the From Form field (such as AP-Sample:Signature Authority).
8. Click Save.

Example of a Get Authority rule

The following figure illustrates an example of a Get Authority rule from the Lunch Scheduler sample application. This rule retrieves data about the person currently acting on the request (Login Name = $Approver$) from the AP-Sample:Signature Authority form.

 Example of a Get Authority rule

The value in this approver's Signature Dollar Limit field on the AP-Sample:Signature Authority form is written to a temporary field named Temp Decimal 1 in the Details form. The value in the temporary field is then available for use by any Self Approval or Completion rule.