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Define Branch

Define Branch
 
1

Record Type

Enter the module that this rule will be used to evaluate
2

Rule ID

Enter an ID number for this rule
3

Rule Name

Enter a name for this rule
4

Repeat

 
5

Fields

Select the field to be evaluated by this rule
6

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
7

Action

Select the action that should be taken if the expression evaluates as true.