Rule Configuration#

Before you start drawing logic on the canvas, you need to define the “Who, When, and How” of your rule. This is handled in the Rule Configuration section, which you can access via the Configure button or when creating a new rule.

Setup Flow#

Configuring a rule typically follows these steps in the UI:

1. Basic Information#

• Rule Name: Give your rule a clear, descriptive name (e.g., “Auto-Approve Low Value Orders”).
• Document Type: Select the type of record this rule applies to (e.g., “Sales Order” or “Support Ticket”).

2. The Trigger (When)#

The Trigger defines the specific event that wakes up the rule.

• Events: Common triggers include Before Save, After Save, On Submit, or On Cancel.
• Trigger Condition: You can define a high-level “gatekeeper” condition. If this condition isn’t met, the rule won’t even start, saving system resources.
  • Example: Total Amount > 500

3. Execution Order (Priority)#

If you have multiple rules running on the same event (e.g., three different rules that all run “Before Save” on a Sales Order), you can control which one runs first using Priority.

• Rules with a higher number run first.
• Tip: Use this if Rule B depends on a value calculated by Rule A.

The Configuration Modal#

When you click Configure on an existing rule, a modal appears allowing you to adjust these settings without leaving the canvas.

Dynamic Setup#

As you select different Document Types, the available fields for your Trigger Condition will automatically update to match. The Smart Value Selector is used here to help you pick fields and define logic easily.

Advanced Setup (Optional)#

Order of Operations#

In the configuration UI, you can also see a summary of how the rule is positioned relative to other rules in your system. This “execution stack” view helps you ensure that your automation doesn’t conflict with other active rules.

Performance Settings#

For advanced users, the configuration may include toggles for:

• Asynchronous Execution: Allowing the rule to run in the background so the user doesn’t have to wait for it to finish.
• Logging Level: Controlling how much detail is saved in the execution logs for this specific rule.

Transitioning to the Canvas#

Once your configuration is saved, the Start block on the canvas is automatically updated with your document context. Any variables or fields related to your chosen Document Type will now be available in the Smart Value Selector throughout your rule.