20.4.5. Rules

Note: This feature is only available in the Enterprise Edition of OfficeClip.

Administrators can set rules for opportunities to trigger certain events based on conditions of the accounts. Rules have the following components:

The rule used in opportunity is Access Rule. Access Rules

Access Rules are used to allow or restrict access to an opportunity when various conditions are met. For example, if the administrator wants all accounts with a certain company to be able to be accessed by all users, he/she can set up the condition: If field Company Name value is OfficeClip, give Read, Write, Append, Delete access to the All Users role.

To setup rules in the Access Fields:

  1. Click CRM > Opportunities > Admin > Rules.

  2. By default, there are no rules listed. To create a rule, click the Add Rule button. If you want to edit a rule click the icon, or to remove a rule completely click the icon. To run a rule that is not active click the icon or, to run all existing rules, click the Run All Rules link.

  1. Clicking Add Rule brings up a new window. You can choose to add conditions by clicking the Add link. This will bring up corresponding fields to fill in according to the conditions you need.

For example:

  • Here, we select a condition, if a field is set to some value, and we click on Add Condition.

  • Then, we enter if the field Country value is India (you can enter the name of any Country you have to set rules for).

  • Then we set Actions, or grant access to read, write, append and delete to the user. Click Add Action.

  • Then, we can check on the box the access that is to be given to the user.

  • On the next screen, we can see the Rule set and we have entered the rule Name as MAH. The Enabled check box is automatically selected, which means the rule will be active. To make the rule inactive, uncheck the box. Click Save Rule when finished, Previous to go back or Cancel to exit without saving the rule.

  • Finally, in the Opportunity list of the opportunities, when we click on ChangePermission, we can see the access we have granted to the user.