Administrators can set rules for Opportunities to trigger certain events based on conditions of the Opportunities. Rules have the following components:
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Conditions- Certain conditions need to be satisfied to trigger a rule
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Actions- The actions are taken when a condition is satisfied
In OfficeClip Opportunities, Rules are used to allow or restrict
access to Opportunities when various conditions are met. For
example, if the administrator wants all Opportunities in a certain
stage to be able to be accessed by all users, he/she can set up the
condition If field Stage value is
Prospecting, give Read, Write, Append, Delete access to the All
Users role.
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Click from the main toolbar, and then click from the left toolbar. Then, click on the button bar. Click on the button bar of the Admin menu.
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By default, there are no rules listed. To create a rule, click the button. If you want to edit a role, 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 link. -
Clicking brings up a new window. You can choose to add conditions by clicking the link. This will bring up corresponding fields to fill in according to the conditions you need. Click to continue or to exit.
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Select the actions by checking the box. If certain conditions are met, you can give Read, Write, Append and/or Delete access of the Opportunities meeting these conditions by selecting the Rule from the drop down list. Click to continue, to go back to the previous screen, or to exit.
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Give a name to the rule. The Enabled check box is automatically selected, which means the rule will be active. To make the rule inactive, uncheck the box. Click when finished, to go back or to exit without saving the rule.
See Also: