Options on the Business Rule Configuration Page

You can configure the following options for business rules in tables.

• Name: Enter a name for the business rule.

• Execute actions: Select either After or Before to specify when to execute the action, based on operations that the user performs in the table.

  • After: Execute the action after a user performs an operation in the table.

  • Before: Execute the action after a user performs an operation in the table.

  • Insert: To execute the action before or after the user inserts new data into a field in the table, select this option.

  • Update: To execute the action before or after the user updates an existing field in the table, select this option.

  • Delete: To execute the action before or after the user deletes a field in the table, select this option.

Condition Group

• Match Any or All of the following conditions: Select Any or All to specify when to execute the action, based on the conditions that you configure.

  • Any: To execute the action when any of the configured conditions are met, select this option.

  • All: To execute the action only when all of the configured conditions are met, select this option.

• Add Condition: To add a new condition, click this link.

  • Select...: Select a field. The options that appear in this list are all of the fields that you configured on the Fields tab.

  • Select operator...: Select an operator. Depending on the type of values that are configured for the field that you selected, any of the following operators might be available:

    • <

    • <=

    • >

    • >=

    • changed

    • changed from

    • changed to

    • contains

    • does not contain

    • ends with

    • is empty

    • is equal to

    • is not empty

    • is not equal to

    • starts with

  • Select...: Select one of the values that is configured for the field that you selected.

Actions

• Add action: To add a new action, click this link.

• Select...: Select one of the action types. Action type choices are different for the Before and After options.

  • Fail validation: To fail the page validation based on user input and conditions, select this option, and then in the box, enter a message that explains why validation failed.

  • Change field value: To change a value in another field, based on user input and conditions, select this option, and then configure the field and value.

    • field: Select a field.

    • Select...: Select the value that the field changes to.

  • Send email: To send an email, select this option.

    • To: Enter one or more email addresses separated by commas.

    • CC: Enter one or more email addresses to copy.

    • BCC: Enter one or more email addresses to blind copy.

    • Subject: Enter a description of the message.

    • Body: Enter the message that you want to appear in the email body.

  • Run a workflow: To run a workflow, select this option, and then select a workflow from the list. All of the workflows that are configured for the CommCell environment appear in this list.

  • Custom script: To configure an action using JavaScript, select this option, and then in the box, type JavaScript code.

• Enabled: To run this business rule according to the settings, select this option. When this option is cleared, the business rule does not run.

• Apply rule to all forms: To run this business rule for all forms that are configured for this table, select this option.