Creating a rule

This section contains information about:

To create a new rule, click Create on the Rule tab of the AP:Administration form. This opens the AP:Rule Definition form in New mode.

Note

To create a rule, you must first create the process that the rule will support. See Defining an approval process.

AP:Rule Definition consists of three tabbed views (depending on the type of rule):

Basic — The fields on this tab store identification and execution information about the rule, as well as a Run If qualification statement, if any.
Set Fields — For rules that include a Set Fields action, the fields on this tab specify the action to be executed by the rule when a transaction passes the qualification statement.
Administrative Information — The fields on this tab contain change history and help text (if any) for the rule. Use the help text field to describe the purpose of the rule, or any other information helpful to process administrators.

Defining a new rule
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