Adding Rules

Rules can be based on field types that allow for a user selection (for example, a Values List field) or data entry (for example, a Text field).

The following fields cannot be used in a rule:

• Access History

• Attachment

• CAST (Detail)

• CAST (Scorecard)

• Discussion

• External Links

• History Log

• Image

• Multiple Reference Display Control (MRDC)

• Questionnaire References (QRFT)

• Scheduler

• Tracking ID

• Voting

Add a rule to a data driven event

1. In your application or questionnaire, select your layout.
2. Click the Designer tab, and then click the Rules tab.
3. Click .
4. In the General Information section, enter a name and description.
5. In the Criteria section, use the fields provided to specify the field to evaluate, the operator, and the value or values. Each row on this page represents 1 set of filter criteria.
   1. Specify filter criteria in the first row. If needed, enter a second set of filter criteria in the second row.
   2. To add additional rows for specifying more filter criteria, click .
   3. To delete a condition, click in that row.

      Note: The system automatically renumbers the criteria rows, but you may need to modify any advanced operator logic accordingly.

      For example, if your business practice requires a rule to always evaluate to true, create a rule with the filter criteria set to Record Status equals New OR Updated.

6. In the Associated Actions section, click to select, create, or copy an action.
7. Click to save your changes.