Add New Rule

The Add New Rule option enables you to create multiple Rule to be executed in a Workflow. Perform the following procedure to create a new Rule:

1. Click button from the Rules List grid of the Workflow Designer

The Rule Details window is displayed.

2. Enter the name of the Rule in the Rule Name
3. Click the drop down list adjacent to this field and select a source title. Available options are the following:

• CEO
• Sales Manager
• Sales Rep
• Compensation Administrator

4. Click the radio button adjacent to the required Target. Available options are the following:

• Title
• User
• User from field

5. Click the drop down list adjacent to Target Title field and select the required value.

Note: This drop down list displays values depending on the Target selection.

Action

6. Select the check box adjacent to Add Work Item field and enter the WorkItem Message.

On Approve

7. Select the check box adjacent to Field Update field and select the Field to be updated from the drop down list. Enter the Field Value.
8. Select the check box adjacent to Send E-Mail field and select the E-Mail Template from the drop down list.
9. Enter the number of days after which the Rule should be auto approved, in the Auto-approve after

On Reject

10. Select the check box adjacent to Field Update field and select the Field to be updated from the drop down list. Enter the Field Value.
11. Select the check box adjacent to Send E-Mail field and select the E-Mail Template from the drop down list.
12. Enter the number of days after which the Rule should be auto approved, in the Auto-reject after
13. Click button to save the Rule details.