Configuring Rule Conditions

What are Rule Conditions?

Conditions are the "IF" part of a rule's logic. After a rule is triggered, the system evaluates its conditions. If the conditions are met (i.e., they are true), the rule's actions will be executed. If they are not met, the rule stops and no actions are performed.

How to Configure Conditions

From the Rule Editor, click the EDIT CONDITIONS button. This opens the Edit Conditions modal, where you can build the logic for your rule. You can add multiple conditions of different types.

Condition Types

You can add three different types of conditions:

• Field Condition: Checks the value of a field on the source record.
  • Configuration: Select a Field, choose an Operator (e.g., contains, is blank), and provide a Value to check against.
• Hierarchy Condition: Checks the record's assignment in the organizational or site hierarchy.
  • Configuration: Select a Hierarchy Level (e.g., Company, Site), choose the is or is not operator, and select a Hierarchy Value from the list.
• Questionnaire Condition: Checks the answer to a specific question within a questionnaire field on the source record.
  • Configuration: Select the Questionnaire Field, choose the specific Question, select an Operator, and select the Answer to check for (e.g., Yes, No).

Combining Multiple Conditions

If you add more than one condition, you must specify how they should be evaluated together:

• Match all conditions: An "AND" operator. The rule will only run if every single condition is true.
• Match any condition: An "OR" operator. The rule will run if at least one of the conditions is true.