Use this tab to configure when a rule should run and on what types of records.
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Number
Enter the number that identifies this rule. The number can be alphanumeric, numeric, or Greentree Desktop can generate it.
Description
Enter a description for this rule.
Record Type
This field displays the record type that the rule runs off.
Priority
Select this option to prioritise the order in which Greentree Desktop processes the rules if there are a number of rules for the same class.
Show form driven Record Types only
Select this option to restrict the display of classes to ones that you can edit. You can select classes that have data you can import. Any data that you import bypasses the rule for the class.
Include supplementary Record Types
If you select this option, the list of classes is expanded from those regularly used to all classes that you can use in a rule.
On
Enter or select the record type that is to have this rule assigned when you add, change, or delete data.
Description
The name of the record type that has this rule run against it when you add, change, or delete data.
Form Driven
Select this option when the rule is to be fired by the form.
On New
If you select this option, the rule runs each time a new record is created for the record type.
On Change
If you select this option, the rule runs each time a record in the record type is changed and saved.
On Delete
If you select this option, the rule runs each time a record in the record type is deleted.
Instant Alert
Select this option if the result of this rule is a popup message that displays when the selected definitions have been met.
Ignore suppression flag
If you select this option, Greentree Desktop ignores the suppression flag set for Instant Alerts on a master file.
Rule - Scheduled
Enter or select the schedule group this rule belongs to. The rule group determines the when this rule is instigated as it is selected in the task setup for document processing.
You must establish the rule group on the Maintain Lookups form.
Use Predefined collection
When the class is selected, the default collection path displays. If you must point to an alternative collection path, deselect this option and enter the collection path.
Use Predefined Company
When the class is selected, the default company path displays. If you must point to an alternative company path, deselect this option and enter or select a company path.
Programmatic
Enter or select the form function to use when this rule is run.