About Policy Triggering Criteria
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Revision as of 23:34, 15 December 2010 by imported>Alice (Updated examples per case 2010-11-06-16531)
About Policy Triggering Criteria
When a data policy is triggered, the Policy Triggering Criteria is tested.
Considerations
- Policy Triggering Criteria is an Expression, which must resolve to TRUE or FALSE
- If the Expression described by the criteria is FALSE, the associated actions are not applied. If TRUE, the Data Policy is executed, and any associated Actions are invoked.
- Policy triggering criteria can be empty/blank, in which case the criteria resolves to TRUE
- Calendar Policies have additional, date-based Triggering Criteria available
Triggering Criteria in Action Based Data Policies
In these action-based criteria expressions examples, note that the Field Display Type and Formula Function are used together to create a Logical result for the Policy Triggering Criteria.
These examples are presented as questions, because the result must be Logical: YES/NO or TRUE/FALSE.
Example | Expression |
---|---|
Is the submitted date more than seven days before the departure date? |
|
Is the inventory count less than 25? |
|
Is an essential field blank? |
|
Available Triggers and Eligible Objects
This list describes the available triggers, and eligible objects:
- Note: Data policies can be created for all objects, except Products and Price Books
Trigger Triggered when... Eligible Objects Add Adding a new record All Update Updating an existing record All Delete Deleting an existing record All Ownership Change Changing a record's owner All, except Tasks/Appointments Workflow State Change Changing a record's workflow state All Import Batch During a batch import All Import Record During a record import All, except Tasks/Appointments Merge When converting a Prospect to an Account with the Merge option Prospects and Accounts Only Convert to Account When converting a Prospect to an Account without the Merge option Prospects Only When Due When a Task or Appointment becomes due Tasks/Appointments Only On View Retrieving a single record All List View Retrieving a list of records All
Triggering Criteria in Calendar Based Data Policies
Calendar Based Data Policies offer an additional, date-based criteria, as well as field-based policy triggering criteria.
- Learn more: Filter Expressions in Reports and Data Policies