Rule Builder dialog

Rules are if-then-else statements. In Unica Plan, you use the Rule Builder to assemble different types of rules for your templates: to expand or collapse a custom form by default, to assign the recipients for new project requests, or to require approval of a budget line item.

The following table describes the fields in the Rule Builder dialog.

Table 1. Controls for building rules
Field	Description
Compound Conditions	Lists the conditions that are built in the IF and THEN sections at the bottom of the Rule Builder dialog. To edit an existing condition, click Update.
IF the following compound condition is true	Lists each condition in the "if" portion of the rule. You use the controls below this field to build and add each condition.
Select an Attribute	Lists the standard and custom attributes that you can use for the rule, depending on where the rule applies. For template rules this list does not include grid attributes. For form attribute rules, this list only includes single-select database and single-select custom attributes from the form. It does not include grid attributes.
Operator	After you select an attribute, you choose an operator. The system populates this list based on the data type of the attribute. For example, you select the Description attribute. The list of operators is Starts With, =, contains, and Ends With. For an Amount attribute, the operators are <=, >=, =, >, <, and !=.
Value	After you select an attribute and operator, you specify the value. If your "if" statement is complete, click Add to save it. To include another condition, continue to the next field.
And/or	For a rule that contains more than one condition, select And or or to connect the current condition with the next condition. Then, click Add to save this condition and click New to specify the next condition.
THEN	Specifies the result when the condition (or conditions) that you entered is met ("then"). For a rule to show or hide a form, the result is Show. For a rule to require approval of a budget line item, you assign the approver. For a rule to assign the recipient for a project request, you select a user. After the IF list displays the complete condition and you specify the result, click Save Compound Condition. The complete if-then statement displays in the Compound Conditions section at the top of the dialog.
Default Action	Specifies the result when the condition (or conditions) is not met ("else"). For a rule to show or hide a form, the default action is "Hide". For a rule to require approval of a budget line item, the default action is "No approval required". Line items are automatically approved. For a rule to assign the recipient for a project request, you select a Default Resource to assign if none of the conditions are met.

To review or print the complete if-then-else rule, click Preview.

For more information about adding different types of rules, see: