The following is a reminder of the steps for defining rules in TeamConnect:
- Setting general rule information, as described in Setting General Rule Information.
- Defining the necessary action. See:
- Adding the necessary qualifiers. See:
- Activating the rule. See Enabling Rules.
For details on defining Page Transition rules in wizards, see Defining Wizard Page Transition Rules.
To set an automated action
Note: Automated actions may only be set for rules of type Custom Action.
- In the rule screen, click the Actions tab.
- In the Use this Automated action drop-down list, select the appropriate automated action file.
If you have not uploaded your automated action file, click the Automated Actions Folder link to proceed directly to the Automated Actions folder of the selected object definition. Upload the file, and it will become available for selection in the Use this Automated Action drop-down list.
- If there are any parameters in the action, enter values in the provided fields.
- Click Save.
To set an automated qualifier
- In the rule screen, click the Qualifiers tab.
- Click the Use Automated Qualifier radio button.
- In the Use this Automated Qualifier drop-down list, select the appropriate automated qualifier file.
If you have not yet uploaded your automated qualifier file, click the Automated Qualifiers Folder link to proceed directly to the Automated Qualifiers folder of the selected object definition. Upload the file, and it will become available for selection in the Use this Automated Qualifier drop-down list.
- If there are any parameters in the qualifier, enter values in the provided fields.
- Click Save.
To enable your rule
- In the General tab of the rule screen, select This Rule is Active.
- If you have defined a user invoked rule, make sure to give the right to that rule to the appropriate users, through the appropriate group accounts.
User Invoked Rules
User invoked rules are, as the name implies, invoked directly by the user. When you define a user invoked rule for an object definition, the rule appears in a drop-down list when a user with the appropriate rights views a record or other user interface associated with that object definition. This operation uses the More Actions button in the toolbar, the same button that accesses user invoked actions (see User Invoked Actions).