Rule Boolean allows you to perform logic on rules. A practical example of this might be “Has the vendor returned the Money Laundering declaration document? If so, do not process next rule, if not process next rule to send a reminder.”
Rule Boolean is entered into the Rule Boolean input box when creating or editing a rule.
Available operators with a description of each follows:
|action.isFormal||Use with Note of Interest rules. The rule runs only when the NoI is Formal.|
|!action.isFormal||Use with Note of Interest rules. The rule runs only when the NoI is NOT Formal.|
|action.isAgentContact||Use if you only want a rule to fire if the viewing contact is a ‘viewing agent’.|
|action.isOtherContact||Use if you only want a rule to fire if the viewing contact is a ‘other contact’.|
Note: A leading exclamation mark ( ! ) denotes NOT true.