Master Cover Select a master cover from those attached to the current product. If only one master cover is available, it will be selected automatically. The master cover cannot be changed once the rule has been saved. Click Save to save the rule but remain on the page, click Save & Close to save the rule and return to the Field Evaluation Rule list, or click Close to return to the Field Evaluation Rule list without saving the rule. On saving, additional panels become available to complete the rule configuration, and the Field Evaluation Rule Menu widget opens to the left of the page, allowing access to different pages of rules data and settings. The Fields lists all fields that will be evaluated for this rule. To add fields to the list, click Add. The Available Fields window opens. The list contains all available calculated fields from the workflow associated to the selected Master not including fields that are already attached to the rule. The columns can be sorted and filtered to locate the necessary fields. Click Add for each field to be included in the rule. Each field is grayed out as it is selected. Click Bulk Add to close the window and add the selected fields to the Fields list. To remove fields from the list, the boxes for all unnecessary fields and click Delete. The Triggering Conditions panel includes the conditions for when the selected fields will be evaluated. Select one or more events where the fields will be evaluated. Events Import Policy Evaluates when a bound transaction is imported from an external source, either through an integration or through the Import feature. Save on non-Bound Evaluates when an unbound transaction is The transaction is saved at various points, Status such as the user clicking Save & Refresh or Next, or when changes are made to grid data, the transaction dates, or the client. Save on Bound Evaluates when a bound transaction is saved. The transaction is saved at various points, Status such as the user clicking Save & Refresh or Next, or when changes are made to grid data.
Master Cover Select a master cover from those attached to the current product. If only one master cover is available, it will be selected automatically. The master cover cannot be changed once the rule has been saved. Click Save to save the rule but remain on the page, click Save & Close to save the rule and return to the Field Evaluation Rule list, or click Close to return to the Field Evaluation Rule list without saving the rule. On saving, additional panels become available to complete the rule configuration, and the Field Evaluation Rule Menu widget opens to the left of the page, allowing access to different pages of rules data and settings. The Fields lists all fields that will be evaluated for this rule. To add fields to the list, click Add. The Available Fields window opens. The list contains all available calculated fields from the workflow associated to the selected Master not including fields that are already attached to the rule. The columns can be sorted and filtered to locate the necessary fields. Click Add for each field to be included in the rule. Each field is grayed out as it is selected. Click Bulk Add to close the window and add the selected fields to the Fields list. To remove fields from the list, the boxes for all unnecessary fields and click Delete. The Triggering Conditions panel includes the conditions for when the selected fields will be evaluated. Events Select one or more events where the fields will be evaluated. Import Policy Evaluates when a bound transaction is imported from an external source, either through an integration or through the Import feature. Save on non-Bound Status Evaluates when an unbound transaction is The transaction is saved at various points, such as the user clicking Save & Refresh or Next, or when changes are made to grid data, the transaction dates, or the client. Save on Bound Status Evaluates when a bound transaction is saved. The transaction is saved at various points, such as the user clicking Save & Refresh or Next, or when changes are made to grid data.
Bridge%202.4.89%20-%20User%20Guide%20-%20Product%20Design.docx