Compliance Engine: Difference between revisions

Compliance Engine (view source)

530 bytes added , 09:32, 17 December 2022

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 == If-this-then-that Rules ==
-We have designed our compliance engine to work with an rule builder that anyone can understand.
+We have designed our compliance engine to work with a rule builder that anyone can understand.
+To create a new compliance rule, head over to the Compliance Rules list and create a new rule.
-To create a new compliance rule, head over to the Compliance Rules list and create a new rule by clicking on the "Setup" button.
+When creating a new compliance rule, be mindful of the following:
+* Cross Group Operator - select whether all groups must be true or at least one
+* Apply When (in group) - similar to Cross Group Operator, select whether all conditions must be true or at least one
+* Criteria - this is an object or field as the target of the compliance evaluation
+* Operator - this is the operand in the evaluation
+* Value - this is what the criteria must be equal to or not equal to (depending on the operator)
+* Order - the order matters, as we evaluate the rules from top to bottom
-This article is in progress...
+== Compliance Profiles ==