The group rule builder

You can use the group rule builder to manage group rules for your organization's user groups. You can create and modify group rules by combining group rule elements in a way that users that you want to include in a group are included and users that you want to exclude are excluded.

Note: If the implementation requires a rule whose complexity exceeds that of the group rule builder, that rule is written and maintained in XPATH format by Infor.

Group rules are made of basic elements that are combined to form an expression, such as "All users whose:

role contains "supervisor" and "manager"
and whose division is either sales or marketing.

By combining conditions, database fields, operators and values, users can build group rules. These terms are described here.

Note: If the document is displayed to all users then the existing Everyone or Basic Access group is used.

Conditions And Sub-Conditions

A condition sets the limits on the way the data is combined. It can either include or exclude data. Sub-conditions are used to qualify conditions.

Three general conditions are the building blocks of the rule:

Match All: All of the conditions that follow must be met.
Match Any: One or more of the conditions that follow must be met.
Match None: None of the conditions that follow are allowed. In other words, the conditions that follow are exceptions.

These can also be used as sub-conditions to further refine a rule.

Field Selection

Field selection defines a single piece of data that is combined with the condition as the basis of a rule. For example, age, start date, region can be used to define a rule. All fields that a user can select as part of a condition are pulled from the T_cusGroupConfig table.

For example, you can create a rule that combines a condition with the Age, State, and Job Title fields.

Values

The value is the variable that is associated with the field. For example, manager and employee are values of the Role field.

For example, you can create a rule that combines a condition with the State field, with the value CA, which specifies residents of California.

Operators

Operators express the relationship between the field and the value. For example, a role that is equal to a particular value. Fields with values that are numbers, text, and dates each use distinct sets of operators, so the available operators for numbers are different than the available operators for strings or text.

By combining a condition, fields, values, and operators, you can begin a group rule. For example, you can create a group that includes employees over 55 from California whose job title does not include the word "manager."

Putting It All Together

This table shows an example of a basic group rule that uses Rule Builder components. In this example, members of the group include employees who are supervisors or managers within the Sales Division, whose salary exceeds $50,000 and who are from any state except Pennsylvania.


Condition	Field	Operator	Value
Match All	Role	Contains	Supervisor
	Role	Contains	Manager
	Division	Contains	Sales
	Salary	Is Greater Than	50,000
Match None	State	Is Equal To	PA

To add a condition, click the Add Condition button. A new condition displays. This condition can be altered.

To add sub-condition, click the Add Sub-Condition button.

To alter a condition, click it and select an option.

To clear a rule, click the Clear Rule button.

To delete a sub-condition, click the Delete Sub-condition button.

To refresh a condition or sub-condition, click Update Rule. The rule in the Rule field is updated.

To save the new group rule: click OK.