Difference between revisions of "Part 1: Create an Event Rule"
From AgileApps Support Wiki
Wikieditor (talk | contribs) (Created page with "In this part, you create an Event Rule that controls when the SouthEast Process starts. # Go to the '''Configuration''' page, under the '''Customization''' tile, click '''Obje...") |
Wikieditor (talk | contribs) |
||
| (2 intermediate revisions by the same user not shown) | |||
| Line 3: | Line 3: | ||
# Create an '''Event Rule''' that automatically runs whenever an Agent creates a new Order record and specifies '''SouthEast''' as the region: | # Create an '''Event Rule''' that automatically runs whenever an Agent creates a new Order record and specifies '''SouthEast''' as the region: | ||
## Click '''Event Rules''', accept the default '''Created(0)''', then click '''New Rule'''. | ## Click '''Event Rules''', accept the default '''Created(0)''', then click '''New Rule'''. | ||
## Fill in the page as shown: | ## Fill in the page as shown:<br><br>[[File:Business_Rules_for_SouthEastOrders.PNG|800px]]<br><br> | ||
## In the '''Actions to Perform''' section, specify two actions: | ## In the '''Actions to Perform''' section, specify two actions: | ||
##: i. Assign the Order record to the SouthEast Orders Team | ##: i. Assign the Order record to the '''SouthEast Orders''' Team | ||
##: ii. Start a SouthEast Process Model process instance | ##: ii. Start a '''SouthEast Process Model''' process instance | ||
## Save the Event Rule. The SouthEast Orders Rule should now appear in the list of Event Rules for the Order Object: | ## Save the '''Event Rule'''. The '''SouthEast Orders Rule''' should now appear in the list of Event Rules for the Order Object:<br><br>[[File:Business_Rules_for_SouthEastOrders_01.PNG|800px]] | ||
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | |||
:{| border="0" align="left" cellpadding="5" cellspacing="1" | |||
| | |||
[[Exercise 06: Defining Rules|Previous]] | |||
|} | |||
:{| border="0" align="right" cellpadding="5" cellspacing="1" | |||
| | |||
[[Part 2: Implement Rule Sets|Next]] | |||
|} | |||
Latest revision as of 04:34, 29 December 2022
In this part, you create an Event Rule that controls when the SouthEast Process starts.
- Go to the Configuration page, under the Customization tile, click Objects. Navigate to Orders Object > Business Rules.
- Create an Event Rule that automatically runs whenever an Agent creates a new Order record and specifies SouthEast as the region:
- Click Event Rules, accept the default Created(0), then click New Rule.
- Fill in the page as shown:
- In the Actions to Perform section, specify two actions:
- i. Assign the Order record to the SouthEast Orders Team
- ii. Start a SouthEast Process Model process instance
- Save the Event Rule. The SouthEast Orders Rule should now appear in the list of Event Rules for the Order Object:
