Configure a Rule

Review Rule concept and field reference topics.

To edit or create a new Rule in the Rules section of the Setup area:

  1. Select a rule and click Edit; or click Add to create a rule.
  2. Name the rule. Only a name is required. Use the Description field to add a short description, such as the purpose of this rule. Use the Condition to activate this rule when the condition is True, or deactivate when the condition is False.
  3. In Base Rule, configure the Rule according to the organization’s business rule. See Base Rule Type Reference.

    Use the Usage tab to view where the selected Rule is applied such as, the List Target, List, Type, and designated Behavior.

  4. Click Save.