Creating a Condition

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You create conditions from the Conditions tab of a object definition.

To create a condition

From the Conditions tab for an object definition, click New.
Enter information about the condition. See the General Tab of a Condition table for a description of each field.
Click Save.

Note: Click the Delete button of an open condition to delete it.

To create a copy of a condition

From the condition, click Create a Copy.
Change the Name and the Unique Key of the condition.
Click Save.

General Tab of a Condition

Field or Column	Description
Name	The name of the condition. The name you enter is also the name that appears in any drop-down list of conditions.
Unique Key	The unique name of the condition.
Description	Additional information about the condition.
Expression Type	Automated Qualifier—Select this option to add a Java class or JavaScript file as an expression for the condition. User Expression—Select this option to add an expression with TeamConnect fields to the condition.
Expression (when Automated Qualifier is selected)	A drop-down list with Java class and JavaScript files that you can select for this condition. Click the Automated Qualifiers Folder link to open the folder with Java classes and JavaScript files. For examples of when to create automated qualifier, see When to Create Automated Qualifiers.
Expression (when User Expression is selected)	The following fields appear: Left Argument—Select the path you want to create for the condition. Select Current Object if you want to use a field in TeamConnect as the qualifier, for example Current Phase. Select Current User if you want to compare the identity of each user with a field that identifies a user. Click the icon to open the Object Navigator and select the path to the field. Operator—Select the appropriate way to connect the right and left arguments. See the Operator Fields for Creating Expressions table for more information about operators. Right Argument—Select the attribute or literal value that you want to compare to the attribute that you selected for the left argument. See the Rule Qualifier Right Argument Options table for more descriptions of each field.
add more	Click this button to add the expression to the condition.
Expressions table	This table lists all the expressions that you have added to the condition. Place a check-mark in the check-box of an expression and click edit to edit the expression. Place a check-mark in one or more check-boxes and click delete to delete the expression(s).
Condition is true when	Select one of these options to determine which expression in the condition must be met: All of the above expressions are met (AND logic)—Select this option for all expressions to apply to the condition. Any of the above expressions are met (OR logic)—Select this option for one of the expressions to apply to the condition. The following expressions of the above conditions is met— Enter a formula for the combination of expressions. Use the number of the expression to refer to the expression. See Points To Remember for information about how to create this combination. Click View Qualifier to display the qualifier logic visually.

Defining Expressions

To define an expression, you specify the following:

The left argument
The operator
The right argument

These three pieces together form a statement, such as these:

Sample Expressions

Left Argument	Operator	Right Argument
The value selected in the Loss Type list field	is	Fire Damage
The current user	is not	a member of the Outside Counsel group
The Trial Date	is changed	from any date to any date
The Expiration Date field	is populated	[none]

If you add these statements as expressions, the condition evaluates the statements to determine whether the condition is true.

The type of data being compared in the left and right arguments must match. For example, if your left argument identifies a list field, then your operator and right argument options allow you to compare the selection with a selection made in another list field or to a literal list value.

Operator Fields

The operator connects the rights and left arguments. Refer to the following table for a description of each operator field.

Operator Fields for Creating Expressions

Selection	Description	Data types where operator selection is available
Selection	Description	Text	Number	Date	List	Check- box	Related object
Is	Determines whether the qualifier statement is a positive or negative statement.	x	x	x	x	x	x
Not		x	x	x	x	x	x
Equal To	Evaluates whether the left argument and right argument are the same value.	x	x	x	x	x	x
Populated	Evaluates whether the field identified in the left argument has a value. Do not use this selection to check whether a field that was previously null now has a value. Instead, use Changed from No Value.	x	x	x	x		x
Changed	Evaluates whether the value for the field identified in the left argument has changed. It compares the old value in the database to the value in the record when rule is triggered. Tip: This option is useful for triggering audit rules.	x	x	x	x	x	x
Begins With	Evaluates whether the text value in the field identified in the left argument begins with, ends with, or contains the text that is identified in the right argument.	x
Ends With	Evaluates whether the text value in the field identified in the left argument begins with, ends with, or contains the text that is identified in the right argument.	x
Contains	Evaluates whether the text value in the field identified in the left argument begins with, ends with, or contains the text that is identified in the right argument.	x
Less Than	Evaluates the number value identified in the left argument compared to the number value in the right argument. For example, you may specify that if a dollar amount Is—Greater Than Or Equal To 5000, send the action for approval.		x
Less Than Or Equal To	Evaluates the number value identified in the left argument compared to the number value in the right argument. For example, you may specify that if a dollar amount Is—Greater Than Or Equal To 5000, send the action for approval.		x
Greater Than Or Equal To	Evaluates the number value identified in the left argument compared to the number value in the right argument. For example, you may specify that if a dollar amount Is—Greater Than Or Equal To 5000, send the action for approval.		x
Greater Than	Evaluates the number value identified in the left argument compared to the number value in the right argument. For example, you may specify that if a dollar amount Is—Greater Than Or Equal To 5000, send the action for approval.		x
Exists	These options appear when you select a particular category by creating a path such as `.detailList. (Motions)`. Evaluates whether the category has been added to the record.
Does Not Exist
Item Added	Evaluates whether a related object (such as involved) or sub-object (such as assignee) was added, deleted, or modified.				x
Item Deleted	Evaluates whether a related object (such as involved) or sub-object (such as assignee) was added, deleted, or modified.				x
Item Modified	Evaluates whether a related object (such as involved) or sub-object (such as assignee) was added, deleted, or modified.				x
After	Compares the date in the left argument to the date in the right argument. An additional field appears when you select one of the options that requires you to specify a number of days. Enter the value for X in this field.			x
Before				x
After The Next X Days				x
Within The Next X Days				x
Within The Last X Days				x
Before The Last X Days				x

Right Argument Fields

The types of right arguments you can add depend on the data type of the left argument.

Rule Qualifier Right Argument Options

Selection	Description	Data types for which selection is available
Selection	Description	Text	Number	Date	List	Check- box	Custom Object/ Involved
Literal	Select this option when you want to specify a value to compare to the field identified by your left argument. For example, select Literal for a qualifier item that checks whether the invoice total is greater than 5000. You must also select Literal when you want to check whether a certain item is selected in a List field.	x	x		x	x	x
Attribute	Select this option when you need to compare the values of two fields in TeamConnect. After you select Attribute, you must first select Current Object or Current User, and then use Object Navigator to identify the field to which you want to compare the field identified by your left argument. For example, if you want to compare the Contact of a contact- centric project to the Contact identified in a custom field of type Involved, select Attribute to identify the custom field.	x	x	x	x	x	x
Current Object	Select one of these options after you have selected Attribute and you need to identify a field in TeamConnect to which you are comparing the field in your left argument. For details about using Object Navigator, see Using Object Navigator.	x	x	x	x	x	x
Current User		x	x	x	x	x	x
Any Value	These options work in conjunction with the Changed option to form a statement, such as Is changed from any value to this value (California).	x	x	x	x	x	x
No Value		x	x	x	x		x
This Value		x	x		x		x
Today	The date that the rule is being triggered.			x
This Date	Allows you to compare the date in the left argument to a date that is identified in another field.			x
From Now	Allows you to specify a number of days from the date that the rule is being triggered.			x
From This Date	Allows you to specify a number of days from a date that is identified in another field.			x
Yes	These options correspond to a check-box being selected or not selected.					x
No						x

Qualifier Logic

The Designer user interface is designed for you to complete the condition logic in stages. After listing one or more expressions on the Qualifier tab, the following options appear, allowing you to specify when the rule action runs:

All of the expressions are met.
Any of the expressions are met.
The expressions are met according to the logic that you specify.

The "logic" option allows you to specify a formula for how the condition evaluates the expressions. You refer to an expression using the number that is automatically generated on the batch screen for each item. For example, once you create a list of five expressions, you might create the following formula:

(1 or 2 or 3) and (4 or 5)

Points To Remember

Keep the following points in mind while working with qualifier logic:

Define all of the expressions that you need in your condition before writing the formula.
The only words that you may use in your formula are "and" and "or."
Use parentheses () to logically group expressions. You may also nest parentheses when needed. Make sure to use complete pairs of parentheses.
If you do not group the expressions where grouping is necessary, grouping is automatically applied by TeamConnect, and you will have to verify that the appropriate logic is achieved. For example:
1 or 2 and 3
is automatically converted to:
1 or (2 and 3)
It is best to apply the grouping yourself to ensure that it is correct.
If necessary, your formula may repeat the same expression. For example, the following formula is valid:
(1 and 2 and 3) or (1 and 2 and 4)