How to set up business rule to trigger on business units

When designing a business rule, you can set a condition for the trigger. In this scenario, the condition will be business units. This condition checks to see if the entity that triggered has any relation to or is owned by a business unit.

In this quick guide we will create a business rule that will check if the entity has any relation to the 'Asia' business unit.

Setting the condition

First, create a business rule and add a trigger that you would like to use. In this scenario we will be using the 'Product value has changed'-trigger.

When you have selected a trigger, click the 'Add condition'-button.

Inside the context window, you will be presented with all the available conditions for that specific trigger.

Click 'Business units'.

As mentioned in the beginning, we want to check if the product has any relation to the 'Asia'-business unit.

So, we click the 'Add business unit', select 'Asia' and set the relation type to 'Has any relation'.

Click 'Confirm'.

You can add any action you want to inside the condition block. We want to create a task whenver this condition is met, so we can check up on the change made.

Now, whenever this business rule triggers, it will check the condition which checks if the entity has any relation to the specified business unit(s). If so, it will create a new task, and assign the colleagues from Asia to it so that they can check up on the change.