Manage Rule Conditions

Conditions that define a rule can be added, deleted, or edited.

In the condition variables area, the Property, Condition, and Value lists are displayed. The property list shows the indexed user-defined and system properties for the vault that are in use. The conditions available in the condition list are determined by the selected property. The variable entered in the value box is compared to the property using the selected condition.

Edit Rule Conditions

1. Click Tools  Administration Vault Settings.
2. In the Vault Settings dialog box, click the Behaviors tab  Rules.
3. Select whether you want to configure rules for files or items from the drop-down list just beneath the Assignment Rules dialog box title.
4. Select the rule you want to edit. 

Add Conditions to the Rule

1. In the condition variables area, select the property from the Property list that you want to add.
2. In the Conditions list, select the type of conditional test to apply.
3. If the conditional test is not boolean (yes or no, true or false), the value box identifies the variable that is compared to the property in the conditional test.
   • If the property type is a list, select the value to be used from the list of available values.
   • If the property type is a string (alpha, numeric, or alpha-numeric) enter the value of the comparison variable.
   • If the property type is date, select the date from the date picker.
   • If the property type is boolean, the Value field is unavailable.
4. Click Add. When a valid condition is created with the variable fields, the new condition is added to the conditions list for the rule. 

   You can use the following boolean operators in the value box to identify multiple variables that are compared to the property in the condition test.

   and	Criteria includes x AND y.
   or	Criteria includes either x OR y.
   not	Criteria includes documents that do NOT have x.

Modify an Existing Condition to the Rule

1. Select the condition you want to modify from the conditions list.
2. In the condition variables area, modify each variable--property, condition, or value--as you need to re-create the conditional test as you want it to be.
3. Click Replace. The condition variables are replace by those currently shown in the variable fields.

Delete a Condition from the Rule

1. In the list of conditions for the rule, select the condition you want to remove.
2. Click Remove. The condition is removed from the conditions list.