Record Type
Enter the module that this rule will be used to evaluate
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Rule ID
Enter an ID number for this rule
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Rule Name
Enter a name for this rule
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Repeat
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Fields
Select the field to be evaluated by this rule
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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
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Action
Select the action that should be taken if the expression evaluates as true.
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