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Business Fields - Sources

Business Rule Fields for CMO Sources

The following table details the Sources field as well as their functionality and impact on users.

Each of these settings can be found by following this path in CMO:

  1. Log in as an Admin.
  2. From the home screen, click Admin.
  3. Click Business Rules from the side bar menu. 
  4. Click your company name.
  5. You will automatically land on the Business Rules Settings page. 
  6. From here, click the Fields tab in the top left corner of the page.
  7. Navigate to the Sources section of the page. 

The table below describes setting options for the Sources section on the Business Rules - Fields page. 

Fields Functionality

When checked, the Area field will display in the Source record. 

Note: Areas can be configured in the Areas menu found at the top of the Source landing page.

Source Expiry Mandatory When checked, the Source Expiry Date field will be *required when the Set Expiry option is checked. 
Enable Source Renewal When checked, the Requires Renewal check box appears under the Source Date field in a Source record. If Requires Renewal box is checked, the Renewal Date fields display.
Role / Job Title When checked, a user can filter the Responsible field by role or job title using the drop down menu.
Responsible Person Mandatory When checked, the Responsible Person field is *required. 
Source Type Mandatory When checked, the Source Type field is *required.
Source Action Category Use this drop-down menu to select a Source Action category. This allows the category of an Action to have a unique category. 
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