Configuring Criteria

Defining criteria is the major part of the condition creation process, as a condition in general is a criteria or combination of criteria that confirm the occurrence of certain events, whether an action can be executed, and much more.

In order to define a criteria you must specify the trigger field, corresponding operator and input value (as applicable) in the following fields:

• Field - Select a field on which the condition is to be applied.

  Note: The values in the drop down list are the fields corresponding to the selected module.

• Operator - Select the operation or comparison methodology to be applied. You can choose any of the following possible operators:

  • Is empty
  • Is not empty
  • Is
  • Isn't
  • Role is
  • Date related operators (like, Yesterday, starting tomorrow, last month, this week and so on)
  • Numeric operators (like, !=, >=, >, between and so on)
  • String operators (like, contains, starts with, ends with and so on)
  Note: The operators displayed vary with respect to the field chosen.

• Value - Enter the field input for which the condition applies.

  Note: The applicability of this field depends on the operator set. For example, if the operator is set to 'Is empty' this field is not applicable.

A sample criterion configuration is shown in the screenshot below.

You can use the and buttons to add or delete a record in this window. In case of multiple criteria, you can choose to match all or selected criteria using the Match All and Match Any options.