On the Actions/States tab, you can
define a rule phrase to check for specific changes in state or for
particular actions that are being performed.
About this task
You can define a rule phrase that has action conditions,
state transitions, or both.
Procedure
- Specify action conditions for the rule phrase in the Action
Conditions area.
- Select the AND or OR phrase
operand from the list next to the Actions field
to define an actions condition.
- Click the More push button next
to the Actions field.
- Select the actions to include in the rule phrase.
If the record is updated using one of the action that you add
to the list such as Submit, Close, Open, or Assign, the rule phrase
is evaluated as TRUE
.
- Specify action types for the rule phrase in the Action
Types area.
- Select the AND or OR phrase
operand from the list next to the Action Types field
to define an action type condition.
- Click the More push button next
to the Action Type field.
- Select the action types to include in the rule phrase.
If the record is updated using one of the action types that
you add to the list such as CHANGE_STATE
or MODIFY
,
the rule phrase is evaluated as TRUE
.
- Specify state transitions to include in the rule phrase.
The state transitions are based on the source or destination states
that are associated with the record being updated. The state transitions
rule phrase has this format:
(<Source States><AND or
OR operand><Destination States>)
. The whole phase that
is contained in parentheses is evaluated as TRUE
or FALSE
.
The rule can include source states, destination states, or both.
- Click the More push button next
to the Source States field.
- Select the source states to include in the rule phrase.
If no source states are required, leave the list blank.
- If the rule includes destination states, select one
of the following phrase operand from the list that is between the Source
States field and the Destination States field.
Table 1.
Phrase operand |
Description |
AND |
The source state of the record must be in the Source
States list and the resultant destination state must be
in the Destination States list for the complete
state transitions rule phrase to be evaluated as TRUE . |
OR |
The source state of the record must be in the Source
States list or the resultant destination state must be
in the Destination States list for the complete
state transitions rule phrase to be evaluated as TRUE . |
- Click the More push button next
to the Destination States field.
- Select the destination states to include in the rule
phrase. If no destination states are required, leave the list blank.