Create and use rule types
A Rule Type is a label for what a rule's match means, such as Ineligible, Needs review or Renewal due. You define your own. It has no settings other than its name, and does nothing until a rule and a process step both use it.
Steps
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Create the rule type
In the back office, open the menu on the Rule Types folder and create a Rule Type. Name it after the outcome. Save and publish.
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Use it on a rule
Open a rule and pick the rule type in its Rule Type field. Every rule needs one. Several rules can share the same rule type.
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React to it in a process
On the process, add a Rule Match Outcome step and pick the same rule type in its Rule Match field. Then choose the Actions to carry out when a record matches a rule of that type.
More detail
Other places rule type names are used
- The
ruleTypes=option of theRULESET_SUMMARYtoken uses rule type names, so keep them short and without commas. - Rule pages on the AutomatedOn site show each rule's rule type as Type.
What happens next
When a record matches any rule with that rule type, the step's actions run for that record. A No Rule Match Outcome step can handle records that matched no rules at all.