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Adding Dealer Business Rule Templates

If the actions you need have already been created, you can begin to create a business rule by adding the business rule template, which contains general information about the rule.

This task is a step in Process of Creating Business Rule Templates for Dealers.

To add a business rule template

  1. Navigate to the Administration - Business Rules screen.
  2. Click Business Rule Templates.
  3. Add a new record to the Business Rule Templates list and complete the necessary fields. Some fields are described in the following table.


    Select the business object the business rule is based on. Both the criteria and the action for the business rule will have to use fields from this business object.


    After you have completed the entire process of creating the business rule, you will select this check box to make the business rule available to dealers.


    Select how frequently the business rule will run. The options are daily, weekly, or monthly.

    Start Date/Time

    Enter the date and time when the business rule will become active.

    End Date

    Enter the date when the business rule will become inactive.

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