Defining Actions for a Rule - Documentation for Ar System 22.1

The Set Fields tab applies to all rule types except Auto Approval, Self Approval, and Completion rules. You use the Set Fields tab to define the actions for the rule. For example, for a Get Authority rule, you can define a query to retrieve a signature authority amount from the AP-Sample:Signature Authority form and set that amount into a temporary field on the AP:Signature form.

When you construct assignments using the Set Fields tab, you can also use currency, date, and time fields, currency functions such as CURRCONVERT, CURRSETDATE, CURRSETTYPE, or CURRESETVAL, and date functions such as DATEDIFF, DATENAME, DATENUM, or DATEADD.

Depending on the rule type, the Set Fields tab provides the following action options in the Set Fields Type field:

• Value—Use this action to assign a value to a particular field.
• Query—Use this action to specify a form (from the current server or another server) and a qualification for a query to that form. You can assign the value of any field from the queried form. If no match is found for the qualification, a NULL value is assigned. If multiple matches are found, the value assigned depends on the If Multiple Rows setting on the Basic tab.
• SQL—Use this action to specify an SQL command to be run on either the AR System server  or another database. You can assign the value from any returned column. If the command finds no entries, a NULL value is assigned. If it finds multiple entries, the value assigned depends on the If Multiple Rows setting on the Basic tab.
• Process—Use this action to specify a process to be run on the AR System server . If the command returns an empty string or an error, a NULL value is assigned.
• Other—This setting enables you to specify an action by using an AR System filter. See Workflow objects.

When you select the type of action, the buttons and fields in the qualification area change according to the action type.

Example of the Set Fields tab for a Value

The following figure illustrates a rule that uses Value as the Set Fields Type. In this example, the rule uses the Value Set Fields Type to assign a value to a particular field. This value can be a hard-coded value, a keyword, or a value from a field of a schema.
Set Fields tab for a value

Example of the Set Fields tab for a Query

The following figure illustrates a Get Authority rule from the sample applications that makes a query to the AP-Sample:Signature Authority form. In this example, the rule uses a query to the AP-Sample:Signature Authority form to retrieve the signature dollar limit for the current approver.

Set Fields tab for the Get Authority rule with a query