Part 1: Create an Event Rule

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Revision as of 06:19, 12 December 2022 by Wikieditor (talk | contribs)

In this part, you create an Event Rule that controls when the SouthEast Process starts.

  1. Go to the Configuration page, under the Customization tile, click Objects. Navigate to Orders Object > Business Rules.
  2. Create an Event Rule that automatically runs whenever an Agent creates a new Order record and specifies SouthEast as the region:
    1. Click Event Rules, accept the default Created(0), then click New Rule.
    2. Fill in the page as shown:

      Business Rules for SouthEastOrders.PNG

    3. 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
    4. Save the Event Rule. The SouthEast Orders Rule should now appear in the list of Event Rules for the Order Object:

      Business Rules for SouthEastOrders 01.PNG