Assigning Attribute Values Using Global Rules

Use the Attributes tab in the New Rule or Edit Rule dialog to specify how attribute values must be assigned using a Set Attribute Value rule.

The attribute value can either be set to a specified value or copied from another attribute. The following table shows the allowed data types when copying attribute values.

Table 6-4 Allowed Data Types for Global Rules

Target Attribute Data Type	Allowed Source Attribute Data Types	Additional Information
Date	Date Date/Time	Copying Date/Time to Date will lose the Time component
Date/Time	Date Date/Time	Copying Date to Date/Time will set the Time to 00:00:00
Integer	Integer Number Text	Text to integer will only work for integer strings Only custom text attributes included in picklist
List	List Text	Source List may be of any List type. Only the list value labels need to match.
Multi-line text	Integer List Multi-line Text Text
Number	Integer Number
Text	List Text Integer
True/False	True/False Yes/No
User	User Text	The Text must be the user log in name
Yes/No	True/False Yes/No

To set the attribute value using the Set Attribute Value global rule:

1. In the Attributes tab, click New to create a new attribute.

   A new row is added and you use this row to specify how the attribute value must be set.

2. In Attribute, select the attribute value that must be set. The values displayed in the list depend on the object with which the attribute is associated and it's current state.
3. In Method, specify how the attribute value must be set.
   • Copy - sets the attribute value by copying it from a custom attribute, calculated attribute, balance attribute, or predicted attribute
   • Value - sets the attribute value to the specified value
4. In Operation, select one of the following:
   • Replace - replaces the attribute value with that from Value. All values are copied, including null values.
   • Fill - copies the specified attribute value if the target attribute value is currently null.

     For example, for any profiles that do not have a format set, you can copy the format from the attribute specified in Value.

   • Update - copies the value of the attribute specified in Value into this attribute, if this attribute value is not null
5. In Value:
   • When Method is set to Value, enter the value that must be assigned to the attribute.
   • When Method is set to Copy, click the Search icon to select the attribute whose value must be assigned to this new attribute. The attributes displayed in the list depend on the selection made in the Attribute property.
6. (For Copy method that copies from a predicted attribute only) In Confidence, enter the confidence percentage for copying the value.

   For example, if you set this value to 95, it means that the attribute's value is set to that of the specified predicted attribute, if the corresponding confidence percentage is equal to or greater than 95. The default value is blank. A zero or blank percentage means that all the values will be copied.