Creating a business rule

  1. Select Setup > Business Rule.
  2. Click the New icon.
  3. Specify this information:
    Name
    Specify a name for this rule.
    Description
    Specify a brief description of this rule.
    Scope
    Select a scope from the list.
    Sub Scope
    Select a subscope from the list.
    Event
    Select an event from the list.

    The selected event affects the type of business rule components that you can add.

    An event triggers a business rule. Event options include:

    • Save - Business rule takes effect when a user saves a record.
    • Update - Business rule takes effect when a user creates or updates a record.
    Version
    Select a version from the list.
    Sequence
    Specify a sequence number.
    Active
    Click to set this rule as active. By default, this field is selected.
  4. Click Save.
    Set up conditions and criteria by doing the next tasks.