Business rules

Business rules can help automate processes within the system.

You can create or edit business rules through Settings > Data governance > Business rules.

Tip For a more in-depth introduction to the Business rule-feature read our tutorials for business rules here: How to use Business rules

View business rule

Business rules are shown directly in the business rules page.

Find business rule

1. Click column header for Name, Trigger name or others.

2. Type value to search for

Tip To read about how to search more effectively, read here: Search help

Add a new business rule

1. Click "+ Create business rule"

2. Set Name along with additional details

3. Click "Next"

4. Setup triggers, conditions and actions

5. Click "Save"

Edit business rule

1. Click "Edit"-icon

2. Modify business rule details and triggers, conditions and actions

3. Click "Save"

Test business rule

1. Click business rule

2. Hover over trigger in rule setup

3. Click "Run business rule"-icon

Copy business rule

1. Click "Copy"-icon

2. Set Name

3. Click "Confirm"

Delete business rule

1. Click "Delete"-icon

2. Confirm deletion

Bulk delete business rules

1. Select the business rules you want to delete

2. Click "Delete business rules"-icon

3. Confirm deletion

Swap to grid view

Click "Grid"-icon or use the keyboard shortcut ctrl+shift+g

Swap to table view

Click "Table"-icon or use the keyboard shortcut ctrl+shift+h

Manage columns

1. Click "Manage columns"-icon or use the keyboard shortcut ctrl+shift+c

2. Manage columns

3. Click "Update columns"