Rule conditions

When creating or editing a rule, you define the conditions that invoke the rule. You must first select the rule’s object type before you can specify any conditions as the object type determines which fields are available as conditions.

Some object types allow you to select fields from their parent object; for example, you can select incident fields for a rule that has a Task or Note object type.

A rule is evaluated only when there is a change to an instance of the object type selected in the rule. The conditions selected, whether from the object type or parent object type, do not affect when the system evaluates the rule.

If you do not specify any conditions, then the rule is invoked every time an object of the associated type is created or updated. If you select the “is deleted” or “is created” condition, the rule is invoked every time an object of the associated type is created, deleted or updated. (The “is created” and “is deleted” conditions produce the same result.)

If selecting the Email Message object type, you can specify a condition based on the email's properties, such as subject, from address, sent or received date, and when an email message is received or deleted. The ID field is the number assigned to the email message, which is shown on the Email tab of an incident. The Inbound Mailbox field prompts you to select one of the existing configured Mailboxes.

To add conditions, click the Add New link. The following example shows a new rule with an object type of incident and the Address field.

New rule

Click in the first box to select a field. Click in the second box to select the operator. Click in the last box to select or enter a value. The rule is invoked when this condition becomes a true statement (unless there are other conditions).

You can add conditions to define more precisely when the rule is invoked.

For additional information on conditions including adding conditions and a description of the operators, see Conditions.