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.

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