Rules control the names and properties of new objects

Your company can have specific naming conventions for formulas and other Optiva objects. You can configure rules to control how users name new objects. Additionally, these rules can take information from other objects and pre-fill some fields in the new object.

Rule New object
Name

Code

Version

Code\Version
Properties

Status settings

Context information

Security settings

Form information

Status settings

Context information

Security settings

Form information

This feature, called Create Rules, results in:

  • Consistent naming practices
  • Increased efficiency because:
    • Users do not need to remember or look up a naming convention.
    • Some information is pre-filled into new objects.