AI: Object Rule Configurations Overview

Introduction:

Object Rule Configurations define when and how Squivr's Rules Engine evaluates runs. It controls the logic used to trigger updates, and auto build hierarchies, helping ensure data is updated and organized across your Org Chart.

This article will document key terminology as well as outline the steps required for defining a new Object Rule Configuration

Terminology

Field	Definition
Name	The name should be something that will help users know which configuration to select when evaluating rules manually.
Active	Set to true if the Object Rule Configuration is ready to be evaluated
Object	The primary object to be evaluated
Field	The primary field to be updated
Parent Object	The parent object where you can manually evaluate the Object Rule
Parent Field	The parent object field reference that will determine the matching parent record when building hierarchies and the children records of the parent
Field Value Criteria	The type of field value evaluation - Rule Hierarchy, Field Update, Record Level Validation, Field Level Validation
Evaluation Criteria	When the evaluation criteria will run - On record Create, record Create and Edit, Record Manual Initiation, or Parent Record Manual Initiation
Field Value	The Field Value to update the primary Field when doing a Field Update
Validation Error Message	The error message to be displayed for Record Level Validation or Field Level Validation. Record Level will be displayed for the record as a whole, while field level will appear at the specified field.

Creating Object Rule Configurations

Object Rule Configuration

1. Navigate to the Object Rule Configurations tab and click New
2. Provide a Name that will help end users select the correct configuration when manually evaluating configurations
3. Select Active when you are ready to have the Object Rules evaluated
4. Provide a primary Object to be evaluated
5. Select a primary Field to be updated or evaluated
6. Provide a Parent Object to evaluate the Object Rules from
7. Select a Parent Field to provide the relationship to the Child Object and provide matching criteria for a Rule Hierarchy.
8. Select the Field Value Criteria for the type of Object Rule
9. Select the Evaluation Criteria for when the logic should be evaluated.
10. Provide a Field Value if doing a Field Update.
11. Provide a Validation Error Message if doing a Record Level Validation or Field Level Validation.
12. Define Rules and Rule Criteria for the Object Rule Configuration.