APM Rules

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 Rules
 
1

APM

Click on the APM tab to view or modify customized conditions.
2

Select APM Rule

Select and existing APM rule to edit
3

Add

Click to add a new APM Rule.
4

Form

Click on the form you would like to create the APM rule for.
5

Rule Name

Enter the name of the rule.
 
6

Use This BPM Template

Select the BPM Template to use if the expression evaluates as True
7

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.
 
8

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
9

Save

Click to Save the APM rule.