Criteria for finding guidelines

A guideline check includes criteria that are relevant to the formula being checked. The context attributes in the formula are compared to the context attributes in a guideline and the matching guidelines are returned.

You can save the Guideline Check criteria for future re-use. In this case, the information is stored in the user’s profile FORMULAGL attribute code. This information becomes the user’s default the next time the Guideline Check is used. This is used when G&R is run by a workflow for that user.

Workflows can be written to run a guideline and restriction check. When this happens, the formula may be provided by the script, but the context information is taken from the user profile defaults.