Controls when paragraph templates are added into XTRAC correspondence. See Paragraph Selection Rules.
Owner: The paragraph type that is associated with the rule.
Event: The type of event that fires this rule.
Because there is only one possible trigger event, XTRAC selects the Paragraph Selection trigger by default.
Default Rule: When marked, the rule that fires when no other rule applies.
When you define a paragraph selection rule as the default rule, XTRAC disables the Condition tab.
Fields: A list of predefined and custom fields that are available to define the rule condition.
The fields that you select specify the work item fields that must match the specified condition for the rule to fire. See Predefined Fields and Available Criteria and Custom Fields.
Conditions: The criteria and values that must evaluate as true for the rule to fire.
You can combine any number of expressions to build the rule condition. XTRAC lets you link the expressions together with AND and OR operators. Right-click a condition, and then select the operator that you want to use. You also can drag and drop fields in the tree to group expressions.
You can choose from a list of standard criteria. XTRAC also lets you use the following criteria with some fields:
Criteria | Meaning |
---|---|
IN | is a member of the specified list |
NOT IN | is not a member of the specified list |
You can also choose a value for the criteria, either from the drop-down list box or by typing a value directly into the field.
Note: The list of criteria and values that are in the drop-down list boxs depend on the data type of the selected field. For example, if you select the Operator field, the Value field is a drop-down list box with a list of defined operators. If you select the AccountNo field, you must type a number in the value field that matches an account number.
Change Request ID: The ID of the request to create or modify this XTRAC record (up to 30 characters).
Memo: The reason why this XTRAC record was created or modified (up to 60 characters).
Add: Opens the Condition Detail window where you can enter a criteria and value for the selected field.
Remove: Removes the selected item from the list.
Clear: Removes all fields from the Conditions tree.
History: Displays the history of the component, including the following details:
Save: Saves the changes that you made in this window.
Close: Closes this window.
If you made changes in the window and have not yet clicked Save, a warning displays that all of your changes will be lost. Click Yes to close the window and discard any changes. Click No to return to the window so you can save any changes.
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