Mass Maintenance

Add a Rule to a Template Role Event

A Template Administrator can configure rules that run when events occur at the template role level.

These rules are stored procedures stored in a data source that is accessible to Mass Maintenance.

For Data roles and External Data roles, a rule can be configured to run when a user:

  • Clicks Data Entry on the Request (Roles) page to enter or update request data

  • Validates the role by clicking Validate on the Request (Roles) page

NOTE: The Validate button displays for the Data and Review role if role validations exist for the template. Refer to Add Validations to Roles and Enable Role Validations for more information.

  • Finishes the role by clicking Finish on the Request (Roles) page

  • Resets the role by clicking Reset on the Request (Roles) page

For Review roles, a rule can be configured to run when a user:

  • Rejects a role

  • Clicks Data Entry on the Request (Roles) page to review request data

  • Validates the role by clicking Validate on the Request (Roles) page

NOTE: The Validate button displays for the Data and Review role if role validations exist for the template. Refer to Add Validations to Roles and Enable Role Validations for more information.

  • Finishes the role by clicking Finish on the Request (Roles) page

  • Resets the role by clicking Reset on the Request (Roles) page

For Post roles, a rule can be configured to run when a user

  • Finishes the role by clicking Finish on the Request (Roles) page

  • Clicks Data Entry on the Request (Roles) page to post a request

NOTE: To add a rule, the template must not be active or must be in Developer Mode. Refer to Modify an Active Template in Developer Mode for more information.

To add a rule to a template role event:

  1. Click Team on Navigation pane.
  2. Click Templates for a team.
  3. Click Roles for a template.
  4. Click Events for the role.

  5. Click Rules for the event.

    View the field descriptions for the Template (Role Event Rule) page.

  6. Enter a sort order in PRIORITY.

    NOTE: If there are multiple event rules, the PRIORITY determines the order in which Mass Maintenance runs the event rule.

  7. Select a data source from the DATA SOURCE ID list box to determine where the rule is stored.

  8. Select a rule from the RULE list box.

    NOTE: The RULE list box only displays rules stored in the data source.

  9. Click Save.