Each rule configuration begins with defining four fundamental fields that establish the rule’s essentials: Name, Description, Enabled, and Configuration Mode. Below, you will find a detailed description of each of these fields:
Name #
This required field designates the unique name for the rule. It should be clear and descriptive, aiding users in understanding the purpose or function of the rule. For example:
- Contract – Deal – Copy End Date: A descriptive name for the rule that entails copying an end date from a contract to a related deal.
Description #
This field allows users to briefly describe the rule’s purpose and include any relevant information. Although optional, providing a description is highly recommended to enhance clarity. For example:
- When Contract enters the state Active, copy End Date to a related Deal: This description elaborates on the trigger, trigger source, target, and action associated with the rule Contract – Deal – Copy End Date.
Enabled #
Specifies whether the rule is active or inactive, providing users with control over its activation status. By default, all rules are enabled for execution. To halt or prevent the rule from executing, you can disable it.
- Yes (default): The rule is enabled and will execute.
- No: The rule is disabled and will not execute.
Configuration mode #
Specifies the mode in which the rule is configured. Depending on the complexity of the rule, users choose one of the options:
- Simple (default): Simple rule configuration options are displayed.
- Advanced: Advanced rule configuration options are displayed, showing additional functionalities. Refer to the advanced rule configuration guide for detailed instructions.