Rule - Revision history

AmolRedij at 05:29, 19 January 2022

2022-01-19T05:29:30Z

AmolRedij at 12:13, 18 January 2022

2022-01-18T12:13:26Z

AmolRedij at 11:39, 18 January 2022

2022-01-18T11:39:54Z

AmolRedij at 11:12, 18 January 2022

2022-01-18T11:12:16Z

AmolRedij at 11:11, 18 January 2022

2022-01-18T11:11:36Z

WikiSysop at 08:22, 4 January 2022

2022-01-04T08:22:23Z

WikiSysop at 07:49, 4 January 2022

2022-01-04T07:49:38Z

WikiSysop at 07:31, 4 January 2022

2022-01-04T07:31:25Z

WikiSysop at 07:26, 4 January 2022

2022-01-04T07:26:53Z

WikiSysop at 07:22, 4 January 2022

2022-01-04T07:22:52Z

@@ Line 39: / Line 39: @@
 .&nbsp;'''Select''' the type of the rule in the "Rule Type"''&nbsp;''from the "Rule Type" dropdown list.&nbsp;
-<div class="image-green-border">[[File:Approval Rule.png|600px|Approval Rule.png]]</div>
+<div class="image-green-border">[[File:Approval Rule.png|500px|Approval Rule.png]]</div>
 For each type of a Rule, you need to select an approver role from the dropdown list.
@@ Line 167: / Line 167: @@
 <div class="note-box">'''Note:''' The Stop Processing More Rules option when set to Yes allows you to stop evaluating further Rules for the Ruleset.</div>
 .&nbsp;&nbsp;'''Click '''the "Evaluate" button&nbsp;to evaluate the Rule. For example, enter code in the Agreement Code field as per the defined Rule.
-<div class="image-green-border">[[File:Evaluate Rules1.png|500px]]</div> <div class="image-green-border">18.&nbsp;&nbsp;'''Click '''the "Evaluate" button on the Evaluate Rules pane to evaluate the Rule you created. The Rule Validation Summary window opens.</div> <div class="image-green-border"><br/> ''[[File:Rule Evaluation Results.png|220px|Rule Evaluation Results.png]]''</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Evaluate Rules1.png|500px|Evaluate Rules1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">18.&nbsp;&nbsp;'''Click '''the "Evaluate" button on the Evaluate Rules pane to evaluate the Rule you created. The Rule Validation Summary window opens.</div> <div class="image-green-border"><br/> ''[[File:Rule Evaluation Results.png|220px|Rule Evaluation Results.png]]''</div> <div class="image-green-border">&nbsp;</div>
 === Subset Of Operator ===
@@ Line 238: / Line 238: @@
 Rules can accommodate the count of the Associations, besides "Select All" and "Select Any"&nbsp;Conditions.&nbsp;If you "Select All" or "Select Any", there is no need to specify the count of the Associations to satisfy the Rule. However, when you "Select Count", then you need to specify the number of Associations, irrespective of the attribute value, that should meet the condition and satisfy the Rule.
-<div class="image-green-border">[[File:Multi-party Rule X6.PNG|840px|Multi-party Rule X6.PNG]]</div>
+<div class="image-green-border">[[File:Multi Party Rule.png|720px]]</div>
 If you have more than two Associations, the values of the attributes are irrelevant. The count of the Association takes precedence.
@@ Line 308: / Line 308: @@
 <div class="note-box">'''Note''': The types of Rules that are displayed in the list vary according to the type of Contract you select in the "Contract Type"&nbsp;list.&nbsp;</div>
 .&nbsp;'''Click'''&nbsp;"Next". The Build tab opens.
-<div class="image-green-border">[[File:Create Rule1.png|550px]]</div>
+<div class="image-green-border">[[File:Create Rule1.png|500px|Create Rule1.png]]</div>
 === Build ===
@@ Line 633: / Line 633: @@
 .&nbsp;'''Select''' the Event Rule&nbsp;in the "Rule Type" list.
-<div class="image-green-border">5.&nbsp;'''Select''' an appropriate category in the Event list.</div> <div class="image-green-border">[[File:Create Event Rule1.png|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Types of&nbsp;''Events&nbsp;''that appear in the list vary according to the type of Entity you select in the&nbsp;''Contract Type list.&nbsp;''</div>
+<div class="image-green-border">5.&nbsp;'''Select''' an appropriate category in the Event list.</div> <div class="image-green-border">[[File:Create Event Rule1.png|500px|Create Event Rule1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Types of&nbsp;''Events&nbsp;''that appear in the list vary according to the type of Entity you select in the&nbsp;''Contract Type list.&nbsp;''</div>
 .&nbsp;'''Click'''&nbsp;"Next". The "Build" tab appears.
@@ Line 663: / Line 663: @@
 *Set Attribute Value
 *Select User From Attribute
-<div class="note-box">'''Note''': When creating an Event rule for an Agreement, on selecting the&nbsp;Agreement Add Association''&nbsp;''event, the&nbsp;Actions''&nbsp;''field includes a&nbsp;Copy Attribute Values&nbsp;field. Using this field, you can copy the attribute value from an Associated Document to that Agreement attribute. Selecting the'''&nbsp;'''Copy Attribute Values&nbsp;field displays&nbsp;the&nbsp;Associated Document Name, Parent Attribute Name,&nbsp;and the Association Attribute Name&nbsp;fields. '''Select''' the appropriate attributes.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Cav.jpeg|720px|RTENOTITLE]]</div>
+<div class="note-box">'''Note''': When creating an Event rule for an Agreement, on selecting the&nbsp;Agreement Add Association''&nbsp;''event, the&nbsp;Actions''&nbsp;''field includes a&nbsp;Copy Attribute Values&nbsp;field. Using this field, you can copy the attribute value from an Associated Document to that Agreement attribute. Selecting the'''&nbsp;'''Copy Attribute Values&nbsp;field displays&nbsp;the&nbsp;Associated Document Name, Parent Attribute Name,&nbsp;and the Association Attribute Name&nbsp;fields. '''Select''' the appropriate attributes.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Create an Event Rule.png|720px]]</div>
 === Add to Team ===
@@ Line 673: / Line 673: @@
 <div class="image-green-border">[[File:Select a User.png|200px|Select a User.png]]</div>
 . In the "Select User" window, '''select'''&nbsp;the relevant user, and then '''click'''&nbsp;"Add".
-<div class="image-green-border">[[File:Create Rule 1.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Create Rule 1.png|720px|Create Rule 1.png]]</div> <div class="image-green-border">&nbsp;</div>
 '''Set Attribute Value'''

@@ Line 123: / Line 123: @@
 .&nbsp;'''Type''' the number of approvers required in the "Minimum Approvers" text box, and then '''type''' appropriate "Step Number" for those Approvers. The Agreement approval process flows sequentially according to the Step Number of the approver. When Approvers are defined based on the user attribute, the Administrator can specify a minimum number of approvals required for an Agreement before it can move to the next step in the workflow. As a result, not all Approvers configured for the specific user attribute are required&nbsp;to approve the Agreement.
-<div class="image-green-border">[[File:Create Rule Conditions.png|720px]]</div>
+<div class="image-green-border">[[File:Create Rule Conditions.png|720px|Create Rule Conditions.png]]</div>
 === Evaluate ===
@@ Line 129: / Line 129: @@
 '''Click'''&nbsp;"Next". The "Summary" tab opens.
 === Has A Value Condition ===
@@ Line 153: / Line 149: @@
 .&nbsp;&nbsp;'''Select '''the role for team member from the "Team Role" dropdown list. For example, Approver.
-<div class="image-green-border">[[File:Approval Rule.png|400px|Approval Rule.png]]</div>
+<div class="image-green-border">[[File:Approval Rule.png|500px|Approval Rule.png]]</div>
 .&nbsp;&nbsp;'''Click '''"Next". The Build&nbsp;tab of Create Rule page opens.
@@ Line 171: / Line 167: @@
 <div class="note-box">'''Note:''' The Stop Processing More Rules option when set to Yes allows you to stop evaluating further Rules for the Ruleset.</div>
 .&nbsp;&nbsp;'''Click '''the "Evaluate" button&nbsp;to evaluate the Rule. For example, enter code in the Agreement Code field as per the defined Rule.
-<div class="image-green-border">[[File:Evaluate Rules.png|480px|Evaluate Rules.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">18.&nbsp;&nbsp;'''Click '''the "Evaluate" button on the Evaluate Rules pane to evaluate the Rule you created. The Rule Validation Summary window opens.</div> <div class="image-green-border"><br/> ''[[File:Rule Evaluation Results.png|220px|Rule Evaluation Results.png]]''</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Evaluate Rules1.png|500px]]</div> <div class="image-green-border">18.&nbsp;&nbsp;'''Click '''the "Evaluate" button on the Evaluate Rules pane to evaluate the Rule you created. The Rule Validation Summary window opens.</div> <div class="image-green-border"><br/> ''[[File:Rule Evaluation Results.png|220px|Rule Evaluation Results.png]]''</div> <div class="image-green-border">&nbsp;</div>
 === Subset Of Operator ===
@@ Line 312: / Line 308: @@
 <div class="note-box">'''Note''': The types of Rules that are displayed in the list vary according to the type of Contract you select in the "Contract Type"&nbsp;list.&nbsp;</div>
 .&nbsp;'''Click'''&nbsp;"Next". The Build tab opens.
-<div class="image-green-border">[[File:Create Rule.png|400px|Create Rule.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Create Rule1.png|550px]]</div>
 === Build ===
@@ Line 369: / Line 365: @@
 .&nbsp;'''Click'''&nbsp;"Next". The Build tab opens.
 === '''&nbsp;'''Build ===
@@ Line 639: / Line 633: @@
 .&nbsp;'''Select''' the Event Rule&nbsp;in the "Rule Type" list.
-<div class="image-green-border">5.&nbsp;'''Select''' an appropriate category in the Event list.<br/> [[File:Create Event Rule.png|500px|Create Event Rule.png]]</div> <div class="note-box">'''Note''': Types of&nbsp;''Events&nbsp;''that appear in the list vary according to the type of Entity you select in the&nbsp;''Contract Type list.&nbsp;''</div>
+<div class="image-green-border">5.&nbsp;'''Select''' an appropriate category in the Event list.</div> <div class="image-green-border">[[File:Create Event Rule1.png|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Types of&nbsp;''Events&nbsp;''that appear in the list vary according to the type of Entity you select in the&nbsp;''Contract Type list.&nbsp;''</div>
 .&nbsp;'''Click'''&nbsp;"Next". The "Build" tab appears.
@@ Line 679: / Line 673: @@
 <div class="image-green-border">[[File:Select a User.png|200px|Select a User.png]]</div>
 . In the "Select User" window, '''select'''&nbsp;the relevant user, and then '''click'''&nbsp;"Add".
-<div class="image-green-border">[[File:Create Rule X4.PNG|720px|Create Rule X4.PNG]]</div>
+<div class="image-green-border">[[File:Create Rule 1.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
 '''Set Attribute Value'''

@@ Line 51: / Line 51: @@
 <li>Internal Signatory</li>
 <li>Reviewer</li>
 </ul>
 <div class="image-green-border" style="margin-left: 40px;">[[File:Rule Types.png|480px|Rule Types.png]]</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;The types of rules that are displayed&nbsp;in the list vary according to the type of the contract you select in the ''Contract Type'' list.</div>
 .&nbsp;'''Click'''&nbsp;"Next". The Build tab opens.
@@ Line 124: / Line 123: @@
 .&nbsp;'''Type''' the number of approvers required in the "Minimum Approvers" text box, and then '''type''' appropriate "Step Number" for those Approvers. The Agreement approval process flows sequentially according to the Step Number of the approver. When Approvers are defined based on the user attribute, the Administrator can specify a minimum number of approvals required for an Agreement before it can move to the next step in the workflow. As a result, not all Approvers configured for the specific user attribute are required&nbsp;to approve the Agreement.
-<div class="image-green-border">[[File:Create Rule Conditions.png|720px|Create Rule Conditions.png]]<br/> &nbsp;</div>
+<div class="image-green-border">[[File:Create Rule Conditions.png|720px]]</div>
 === Evaluate ===

@@ Line 39: / Line 39: @@
 .&nbsp;'''Select''' the type of the rule in the "Rule Type"''&nbsp;''from the "Rule Type" dropdown list.&nbsp;
+<div class="image-green-border">[[File:Approval Rule.png|600px|Approval Rule.png]]</div>
 [[File:Approval Rule.png|600px]]
-−
 For each type of a Rule, you need to select an approver role from the dropdown list.

@@ Line 29: / Line 29: @@
 Let us understand each tab one by one.
 === Setup ===
@@ Line 41: / Line 39: @@
 .&nbsp;'''Select''' the type of the rule in the "Rule Type"''&nbsp;''from the "Rule Type" dropdown list.&nbsp;
-<div class="image-green-border">[[File:Create Rule New.png|480px|Create Rule New.png]]</div>
 For each type of a Rule, you need to select an approver role from the dropdown list.
@@ Line 230: / Line 230: @@
 *ICI also supports Masterdata value options in the&nbsp;Actions section of Rules, so that you can define Rules without having the Cascade Attribute on the Contract Type where the Rule is being written. For example, if multiple signatories are part of a Lookup Masterdata record, we can now define the Rule (such as – Select User From Attribute) on the Masterdata record itself and use them in the Rule directly, instead of defining Cascade Lookup Attributes in the Agreement. This drastically reduces the time and effort to create and maintain a large number of Attributes for Agreement Contract Types.
 <div class="image-green-border">[[File:Master Agreement Rule.png|720px|Master Agreement Rule.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Create Rules for Multi-party Agreements ===
@@ Line 242: / Line 241: @@
 *Select Any:&nbsp;If any Association satisfies the condition
 *Select Count: If the number of Associations specified&nbsp;satisfy the condition
-<div class="image-green-border">[[File:Multi-party Rule X5.PNG|840px]]</div>
+<div class="image-green-border">[[File:Multi-party Rule X5.PNG|840px|Multi-party Rule X5.PNG]]</div>
 For a multi-division Agreement, you can write&nbsp;Rules based on individual instances of the multi-value attributes.
 Rules can accommodate the count of the Associations, besides "Select All" and "Select Any"&nbsp;Conditions.&nbsp;If you "Select All" or "Select Any", there is no need to specify the count of the Associations to satisfy the Rule. However, when you "Select Count", then you need to specify the number of Associations, irrespective of the attribute value, that should meet the condition and satisfy the Rule.
-<div class="image-green-border">[[File:Multi-party Rule X6.PNG|840px]]</div>
+<div class="image-green-border">[[File:Multi-party Rule X6.PNG|840px|Multi-party Rule X6.PNG]]</div>
 If you have more than two Associations, the values of the attributes are irrelevant. The count of the Association takes precedence.
@@ Line 268: / Line 267: @@
 . '''Click'''&nbsp;the "Rules" menu under the Configure tile. The Rules page opens.
-<div class="image-green-border">3.&nbsp;'''Select''' the appropriate Contract Type from&nbsp;the "Select Contract Type"&nbsp;dropdown list.&nbsp;A list of Rules that are created for the selected Contract Type is displayed. You can use the filters provided in each column to find the desired Rule.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:View Rule X5.PNG|720px]]</div>
+<div class="image-green-border">3.&nbsp;'''Select''' the appropriate Contract Type from&nbsp;the "Select Contract Type"&nbsp;dropdown list.&nbsp;A list of Rules that are created for the selected Contract Type is displayed. You can use the filters provided in each column to find the desired Rule.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:View Rule X5.PNG|720px|View Rule X5.PNG]]</div>
 .&nbsp;'''Select''' the check box next to the Rule name, and then '''click'''&nbsp;the "Delete"&nbsp;button to delete the Rule. You can also select multiple rules, and '''click''' the "Delete Rules".
-<div class="image-green-border">[[File:Delete Rule X5.PNG|720px]]</div>
+<div class="image-green-border">[[File:Delete Rule X5.PNG|720px|Delete Rule X5.PNG]]</div>
 You can also perform the following actions on a particular rule:
-<div class="image-green-border">[[File:Actions Rule X5.PNG|720px]]</div>
+<div class="image-green-border">[[File:Actions Rule X5.PNG|720px|Actions Rule X5.PNG]]</div>
 *Activate/Deactivate icon''': '''To&nbsp;activate or deactivate a&nbsp;Rule. The Rule will no more be applicable to the associated Contract Type.
 *Edit: To edit the selected Rule. On the&nbsp;Edit Rule&nbsp;page, edit the appropriate information. and '''click '''Update. Editing the Rule automatically locks it. When updating the Rule,&nbsp;there is a checkbox option (default – unchecked) on the Edit Rule page, indicating that the Rule will be unlocked on update. If checked, the Rule stays locked for the other users. After editing the Rule, you can evaluate and later Save & Close it in order to lock the rule.
-<div class="image-green-border">[[File:Edit Rule X5.PNG|720px]]</div>
+<div class="image-green-border">[[File:Edit Rule X5.PNG|720px|Edit Rule X5.PNG]]</div>
 *Copy:&nbsp;To copy the selected Rule for another Contract Type.&nbsp;In the&nbsp;"Copy Rule"&nbsp;dialog box, '''select'''&nbsp;Contract Type, '''type''' the Rule name and then&nbsp;'''click'''&nbsp;"Copy". The Rule becomes applicable for another Contract Type that you selected.
 *View: To view the details of the selected Rule.&nbsp;The&nbsp;Rule Summary&nbsp;page opens where you can view the Rule details of the selected Rule.

@@ Line 672: / Line 672: @@
 *Select User From Attribute
 <div class="note-box">'''Note''': When creating an Event rule for an Agreement, on selecting the&nbsp;Agreement Add Association''&nbsp;''event, the&nbsp;Actions''&nbsp;''field includes a&nbsp;Copy Attribute Values&nbsp;field. Using this field, you can copy the attribute value from an Associated Document to that Agreement attribute. Selecting the'''&nbsp;'''Copy Attribute Values&nbsp;field displays&nbsp;the&nbsp;Associated Document Name, Parent Attribute Name,&nbsp;and the Association Attribute Name&nbsp;fields. '''Select''' the appropriate attributes.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Cav.jpeg|720px|RTENOTITLE]]</div>
 === Add to Team ===
@@ Line 677: / Line 678: @@
 <div class="image-green-border">[[File:Add to Team.png|720px|Add to Team.png]]</div>
 .&nbsp;'''Select''' an appropriate user role from the "User Role" list
-<div class="image-green-border">[[File:Add Role.png|400px|Add Role.png]]</div>
+<div class="image-green-border">[[File:Add Role.png|480px|Add Role.png]]</div>
-'''2. Click'''&nbsp;the "Add User"&nbsp;icon. The Select User&nbsp;window opens.
+'''2. Click'''&nbsp;the "Add User"&nbsp;icon. The "Select User" window opens.
-<div class="image-green-border">[[File:Select a User.png|300px|Select a User.png]]</div>
+<div class="image-green-border">[[File:Select a User.png|200px|Select a User.png]]</div>
-. In the Select User window, '''select'''&nbsp;the relevant user, and then '''click'''&nbsp;"Add".
+. In the "Select User" window, '''select'''&nbsp;the relevant user, and then '''click'''&nbsp;"Add".
-<div class="image-green-border">[[File:Select User Drawer.png|720px|Select User Drawer.png]]</div>
+<div class="image-green-border">[[File:Create Rule X4.PNG|720px]]</div>
 '''Set Attribute Value'''