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Business rules

Business rules are used to either insert, update or change field values contained within a Compleat transaction. Rules can be triggered at various stages of the transaction lifecycle i.e. On Creation, On Submission, and On Approval etc.

A business rule comprises three key elements: Business RuleDefines the field to be amended and the value it should contain., Rule CriteriaContains the conditions that determine when a rule should be triggered., and the Rule Profile.Defines which module and during which stage the criteria should be checked.

To create and apply a business rule you must create and configure each of these key elements in the following order: