Welcome > New customer setup > Workflow services > The Rule dialog

The Rule dialog

Use these settings to create or edit a rule.

To access this dialog: Select a Workflow service at the customer level, select Coding & approval, and then click  in the Rules group or select a rule in the list and click .

Use these settings to create or edit a rule:

Name A descriptive name for the rule.
Start workflow The workflow you want to use when all of the conditions are true.
Conditions Use the boxes to create a condition. When the condition is triggered by an invoice, the invoice is assigned to the workflow specified in the Start workflow box. Click to specify additional conditions. If you specify more than one condition, the rule is only triggered if all of the conditions are met. You can specify up to ten conditions.
Figure 1. In this example, invoices are sent to the 100+ workflow if the Contact field contains the text, "Marie Jones".
The Rule dialog
Type Specifies the type of field you use in the condition. The type you choose here also determines what appears in the adjacent box. For example, if you select Amount field in the Type box, all of the amount fields are available for selection in the adjacent box.
Operation Determines how the value of the field is evaluated.
  • Contains - The condition is true if the any part of the field value matches the text you specify. For example, if you specify "me", the condition is true for "ACME Inc" and "Multimedia Co." but not for "Example Corp."
  • Begins with - The condition is true if the field value begins with the text you specify. For example, if you specify "ac" the condition is true for "ACME Inc" but it is not true for "First AC Corp."
  • Equals - The condition is true if the field value matches the value you specify.
  • Not equals - The condition is true if the field value does not match the value you specify.
  • None equals - The condition is true if none of the field values in the same column match the value you specify.
  • Greater than - The condition is true if the field value is greater than the value you specify.
  • Less than - The condition is true if the field value is less than the value you specify.
  • In list - Displays a button (Buyers or Suppliers) that you can click to display a dialog which you can use to specify a list of items.
Buyers This button appears only if you select Buyer field as the Type and select In list as the Operation.

Select the buyer master-data field that you want to use to trigger the rule.

Click the Buyers button and use the dialog that appears to specify buyers that trigger the rule.

Suppliers This button appears only if you select Supplier field as the Type and select In list as the Operation.

Click the Suppliers button and use the dialog that appears to specify suppliers that trigger the rule.