In this article
The Rule Details > General tab shows the details of the currently selected rule - . Here you can change the rule’s Name, write in a Comment, select the source and target type and set the Status. The remaining information cannot be edited.
Figure 1 - Example of the Rule Details > General tab
The properties and fields are as follows:
- Source Type - select the type of source the rule is to use. The screen layout for the Source tab depends on the type selected.
- Target Type - select the type of target the rule is to use. The screen layout for the Target tab depends on the type selected.
- Status - select the required status for the rule. The options are:
- Enabled – select to allow the rule to be run “as required”. This is the default setting.
- Disabled – select this option if you wish to prevent the rule from being run. This could be useful if you have a recurring task, and wish to stop using this rule in that task for a period but do not wish to change the task permanently.
- Created Date - the date the rule was created.
- Created By - the user name of the person who created the rule.