Use the
Limit Records page in the
Simple Action/Event Automation Process window to
define record limitations for the process.
Depending on how you want to limit records, you can choose to limit
based on query, field, or an expression.
To define record limitations for a Simple
Action/Event Automation Process:
- Create a Simple Action/Event Automation Process.
- Select the
Limit Records page.
The
Limit Records section opens below the general
properties.
- Limit records based on Query: Only records for which the query
(saved search) condition is true will cause the action to be executed when the
event occurs.
- Select the
Query check box.
The
Query drop-down list and
ellipsis button become active.
- Select the
ellipsis button
to open the Search Manager, where you can select
a saved search or create a new saved search.
- Limit records based on Field: Only records where the specified
value is found in the specified field will cause the action to be executed when
the event occurs.
- Select the
Field check box.
The
Field and
Value drop-down lists become active.
- From the
Field drop-down list, select a field.
- From the
Value drop-down list, select a value for
the field.
- Limit records based on an Expression: Only records for which the
expression is true will cause the Action to be executed when the event occurs.
- Select the
Expression check box.
The
Expression drop-down list,
ellipsis button, and
Custom Expression button become active.
- Define the Expression:
- Select an existing expression: Select the
ellipsis button
to open the Expression Manager, and then select an
expression.
- Create a custom expression: Select the
Custom Expression button
, and then define a custom expression.
- Select
OK.