Process for creating a rule

The process for defining a Create Rule is summarized here.

  1. Start a new Rule.
    • Name the Rule and select an object type and reference type, if applicable
    • Select events
    • Select to add Auto Code Segments
    • Select to assign Copy Methods
  2. Add Auto Code Segments to the Rule.
  3. Create the Copy Methods.
  4. Add Copy Methods to the Rule.