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The APM Rules tab is used to define conditional statements for that worfkflow. An example of an APM rule is "if the budget amount is over 1 million, then it is routed to the CEO".
APM Click on the APM tab to view or modify customized conditions.
Select APM Rule Select and existing APM rule to edit
Add Click to add a new APM Rule.
Form Click on the form you would like to create the APM rule for.
Rule Name Enter the name of the rule.
Use This BPM Template Select the BPM Template to use if the expression evaluates as True
Fields Select the field that the APM rule will review and drag to the Expression box to the right. Note: Multiple fields can be pulled into one APM rules.
Ex: Select Category to determine a record's routing based on its category.
Expressions After dragging over the field to evaluate, enter the evaluation criteria:
Left Brackets: Use to open a multi-line evaluation
And/Or: Use to evaluate this line with other lines
Right Brackets: Use to close a multi-line evaluation
Field: The name of the field that is being evaluated
Operator: Use the operator to determine how to evaluate the line
Value: Type the text that needs to be filtered
Save Click to Save the APM rule.
