Configure rule sets at various levels

You can configure rule sets in workflows at the following levels:

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)`

At the phase level (only applies to the current phase)

At the workflow level (applies to all phases in the workflow)

At the object level (applies to all workflows of the object)

If you expect that a rule set will only be triggered at a specific phase, configure the rule set at the phase level. If you expect that a rule set will be triggered in all the phases of a workflow, configure the rule set at the workflow level. If you expect that a rule set will be triggered in all workflows that are associated with a specific object, configure the workflow at the object level. For example, you can move business logic that you have implemented in triggers to object-based rule sets.

Note If a call bypasses the Document Engine, the triggers are still invoked, but the rule sets at various levels are not invoked.

Rule set are executed in the following order:

Object level

Workflow level

Phase level