Develop > Process Designer Tailoring Best Practice Guide > Best practices for tailoring a Process Designer module > Configure rule sets and actions > Configure rule sets at various triggering events

Configure rule sets at various triggering events

Following is the typical usages:

Triggering event Triggering action Typical usage Typical configured rule type Phase level Workflow level Object level
On add Runs immediately before the record is added to the database
  • Set the record ID if delaying assigning record number
  • Set default field values if they are empty
  • Automatically assign to the best team or assignee
  • Check the mandatory fields and variables for logging
  • Check whether the completed fields are valid
  • Set Field from Number rule
  • Set Field rule
  • Assignment rule

  • Mandatory check:

    • Set Mandatory Fields rule
    • Mandatory Variables rule

  • Validation check:

    • Validate Date rule
    • Validate Text/Number rule
    • Validate against List rule
    • Validate against Table rule
   Yes Yes
After successful add Runs immediately after the record is added to the database
  • Send email to notify relevant people
  • Send notification to notify operator with a customized message
  • Start or stop the elapsed time of the record
  • Send HTML Email rule
  • Send Notifications rule
  • Start or Stop Clock
  Yes Yes
On enter Runs when the record tries to move from another phase into this phase
  • Check the mandatory fields and variables for Logging
  • Check whether the completed fields are valid
  • Set default field values

  • Mandatory check:

    • Set Mandatory Fields rule
    • Mandatory Variables rule

  • Validation check:

    • Validate Date rule
    • Validate Text/Number rule
    • Validate against List rule
    • Validate against Table rule
  • Set Field rule
Yes Yes Yes
After successful enter Runs after the record successfully moves from another phase into this phase

  • Send email to notify relevant people

  • Send notification to notify operator with customized message

  • Start or stop the elapsed time for a situation of the record

  • Scheduled automatic actions, forexample, automatic closure

  • Cross-module actions

  • Send HTML Email rule

  • Send Notifications rule

  • Start or Stop Clock

  • Run Scheduled Action

  • Run Action

 Yes Yes Yes
On exit Runs when the record tries to move out of this phase     Yes Yes Yes
Initialization Runs once just before the record is displayed to the user

  • Set the record ID if not delaying assigning record number

  • Initialize the list that the current phase uses
  • Set Field from Number rule
  • Run JavaScript rule
 Yes Yes Yes
On display Runs each time the record is displayed after a user action Initialize the variables that are used on the display form Run JavaScript rule Yes Yes Yes
On update Runs immediately before the record is updated in the database

  • Check the mandatory fields and variables for logging

  • Check whether the completed fields are valid

  • Wizard to suspend or resume a process

  • Mandatory check:

    • Set Mandatory Fields rule
    • Mandatory Variables rule

  • Validation check:

    • Validate Date rule
    • Validate Text/Number rule
    • Validate against List rule
    • Validate against Table rule
  • Run a Wizard
 Yes Yes Yes
After successful update Runs immediately after the record is updated successfully in the database

  • Send email to notify relevant people

  • Send notification to notify operator with customized message

  • Start or stop the elapsed time of the record

  • Scheduled automatic actions, for example, automatic closure

  • Cross-module actions

  • Send HTML Email rule

  • Send Notifications rule

  • Start or Stop Clock

  • Run Scheduled Action

  • Run Action

 Yes Yes Yes
Rule sets on Transitions Runs when the transition occurs

  • Check the mandatory fields and variables for logging

  • Check whether the completed fields are valid

  • Wizard to close or cancel the process for manual transition

  • Mandatory check:

    • Set Mandatory Fields rule
    • Mandatory Variables rule

  • Validation check:

    • Validate Date rule
    • Validate Text/Number rule
    • Validate against List rule
    • Validate against Table rule
  • Run a Wizard
     

For more information, see Consider rule set execution order.

Send Help Center feedback