Specifying rule criteria

Specify the rule criteria that is evaluated when a rule is triggered by adding one or more criteria conditions to the rule. If the criteria is met, the actions are executed.

A criteria condition defines the values to compare against a field for a subject area. For example, you can create criteria conditions to send a notification when the start or end time changes for a schedule item.

You can create multiple criteria conditions using AND and OR operators.

Note: If no criteria is defined, the actions are executed whenever the rule is triggered.
To specify criteria for a rule:
  1. Navigate to the Customize workspace and select the Rules tab.
  2. In the Configuration subtab, in the rules list , select the rule that you want to add rule criteria to.
  3. In the Criteria tab, click the Edit button .
    The Edit Criteria dialog opens.
  4. Click the Add button .
    A new rule criteria row displays.
  5. Specify the first field to use for this rule. When the rule is evaluated, the value of the field is compared to entry in the Value field.
    1. In the Field field, click the Select button .
      The Field Picker dialog opens.
    2. In the Type column, select the subject area to add a rule for.
    3. In the Name columns, select the field to use for this rule.
    4. Optional: If the field contains other subordinate fields, additional Name columns appear. You can click on the names of subordinate fields to define more granular conditions.
    5. Click OK.
      The Field Picker dialog closes.
  6. Optional: If you want this criteria to evaluate whether the value of the specified field has changed, select Has Changed.
  7. In the Condition field, select a condition to specify how to compare the value in the Field field to the value in the Value field.
  8. Optional: Select Not if you want to invert the condition that you specify in the Condition field.
    For example, if Condition is set to equals, select Not to evaluate this rule as though it is set to not equals.
  9. In the Value field, specify the value to compare against the values in the Field field.
    For example, to create criteria for a notification rule that alerts users of changes to a schedule item for the banking sector, add a rule for schedule items and then:
    • In the Field field, specify Schedule Item and Sectors/Industries.
    • In the Condition field, specify contains.
    • In the Value field, specify Banks.
  10. Optional: To add another criteria, click the Add button .
    A new field appears in the line of the preceding criteria. Select one of the following options to specify the relationship between the two criteria:
    • AND
      Indicates that the current criteria and its following criteria must both return a true result to trigger any related actions.
    • OR
      Indicates that either the current criteria or its following criteria must return a true result to trigger any related actions.
    Note:

    When a combination of AND and OR operators are specified in a rule criteria, the order of the conditions is significant. The conditions should be ordered in the desired sequence of operations.

    After the rule criteria are specified, they are displayed in the Criteria tab. The relative indentation level of the rule criteria displayed in the tab indicates the order in which they will be evaluated.

  11. To adjust the order of the criteria, click the up and down arrows at the start of each row.
  12. Click OK.
    The Edit Criteria dialog closes.
The new criteria displays in the Criteria tab for the rule. If you created multiple criteria conditions with a combination of AND and OR statements, the indentation indicates the order in which the criteria conditions are evaluated.
Next, define action for the rule.