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Using the Rule tab on AP-Administration


To create and manage rules, use the Rule tab on the AP:Administration form. See Working with the AP-Administration form.
When you open the Rule tab, a table field appears listing all existing rules. You can sort this list on any column, including rule name, process name, rule type, order, status, and process instance ID. If you installed the sample applications, all the sample application rules appear on this list.
Below the list of rules, a diagram illustrates the stages of an approval process and contains links that filter the list for each rule type. For example, to see a list of all existing Get Next Approver rules, click the Next Approver link on the diagram.
To see only the rules for a specific process, select the process from the menu in the Show for Process field.

The buttons on the Rule tab take the following actions:

  • View — Opens the AP:Rule Definition form for the selected rule in Modify mode. You must select a rule from the list to use this option to view and modify existing rules.
  • Search — Opens a blank AP:Rule Definition form in Search mode. Use this option if you want to search for a rule using a field that does not appear in the rules list.
  • Create — Opens the AP:Rule Definition form in New mode. Use this option to create a new rule.
  • Delete — Deletes the selected rule. You must select a rule from the list to use this option.
  • Refresh — Refreshes the current list of rules. Use this option to refresh the list, for example, after adding a new rule.
  • Show all — Refreshes the list of rules with all existing rules. Use this option to refresh the list after narrowing it to show only one type of rule.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

Remedy Action Request System 20.02