Set up a pre-defined rule to automate due date calculations. Rules are designed to run and becomes effective when a new record is reported into the application.
Vorbereitungen
Role required: admin
Warum und wann dieser Vorgang ausgeführt wird
Apply rule-based conditions on a combination of agency, regulation or jurisdiction to manage timelines for due date auto-calculation.
Prozedur
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Navigate to .
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Enter a Name for the rule configuration.
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Select a Regulatory agency from the lookup list.
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Select a Jurisdiction from the lookup list.
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Select a Regulation from the lookup list.
Selecting all of Regulatory agency, Jurisdiction, and Regulation is not mandatory. You can select any one of them.
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Define Conditions.
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Select Applies to.
The Applies to field refers to a record type for which the agency profile is applicable for. Currently, only Compliance case is applicable in the current release.
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Set Criteria by selecting the required filter conditions and the logical operator.
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Select Submit.
The pre-defined rule to automate due date calculations is saved. This pre-defined rule gets applied to all the compliance cases created from now on.