General Setup Steps

Perform these two setup steps before creating rules if you are using either actions and conditions, or SQL objects to define the rules:

• Specify which tables (or records) to access and which SQL actions rule's developers can access.

  You'll do this using the Working Tables page.

• If you create a condition that references a field that is not part of the record being updated, define a relationship definition (or join) between the record you are updating and the external record.

  To do this, use the TL Relationship Definitions page. Setting up a relationship definition eliminates the need to code this relationship. If you are creating rules using actions and conditions, set up this relationship definition beforehand (if you must refer to external tables). You cannot define a table join within the rule itself. If you are using SQL objects, create a table join directly in the rule.