Configure rule sets at various triggering events

Following is the typical usages:

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

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

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

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

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

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

On exit

Runs when the record tries to move out of this phase

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

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

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

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

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

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