Creating a Business Rule
Updated on Jun 15, 2020
Business Rules are one of the critical components to building Apps in Onit. While Actions enable you to specify what should happen inside of your App (e.g., an email should be sent, a spreadsheet should be generated), Business Rules enable you to specify when your Action should fire.
For example, an App creator may have created an Action that adds a participant to a Record. A Business Rule could be used to specify exactly when this should happen. The App creator could have the Add Participant Action run when the Record is first created, by tying it to a Transaction Created Business Rule. Alternatively, the App creator could have the Action run when a phase change occurs by instead tying it to a Transaction Phase Change Business Rule. There are over a dozen different types of pre-defined Business Rules, each of which enable you to run an Action at a different time.
In many cases, you can also add a Condition to a Business Rule, which allows you to get even more specific when configuring when an Action should run. For example, you could run an Add Participant Action only if the Record in question had a price field value that was greater than $1,000.