In This Section
Once you add states and functions for an object class, you can add rules. The following procedure adds an opportunity rule, although the procedure for adding other types of rules is similar.
To add a rule:
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3
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6
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To add a condition, click the Add Condition Based On button. (Refer to Choosing conditions for a description of the conditions for each object.)
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You might decide you want the rule’s actions to apply to all opportunities. In that case, you can create a rule that has only actions, but no conditions. The actions must be added to the Then clause. |
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7
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Select Opportunity, Contact, Organization, or Rule Variables to display the drop-down menu of fields, and select the field for the condition.
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8
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Click Select Operator and select the operator that applies to the field you selected. Refer to Choosing operators for operator descriptions.
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9
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Enter the value. Different fields have different values. For descriptions of the values for each field in the different types of rules, refer to Choosing conditions.
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10
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To add another condition to the rule, repeat steps 6 through 9. To understand the relationships when a rule contains multiple conditions, refer to Editing logical expressions.
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11
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Click the Add Action button under the Then heading to choose the action that will be executed if the conditions are met. Refer to Choosing actions for a description of the actions for each object class.
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12
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To add an action to the Else clause, click the Add Action button under the Else heading, and select an action.
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13
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To add more actions to the rule, repeat step 11 or 12, depending on whether you want to add the action to the Then or the Else clause.
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Rule validation prevents saving meaningless rules. For example, a rule with no condition automatically executes the actions in the Then clause; if the rule also contains an Else clause, the rule is invalid because a non-existent condition cannot be unmatched. Rules with no action are also invalid. |
