Actions for Organization Rules

These are the actions that you can choose for organization rules.

Action	Description
Set Field	Select this option, then select a field to set. At least one of an organization state fields must be set to Yes. If the organization has two of its three states (Service, Opportunities, or Outreach) set to No and a rule action sets the third state to No, the action will not be executed.
Service State	Select Yes or No to set the organization’s Service state.
Opportunities State	Select Yes or No to set the organization Opportunity Tracking state.
Outreach State	Select Yes or No to set the organization Outreach state.
Banner Flag	Sets the importance of the flag to the level you select from the drop-down list and adds any text you type in the Banner Note field.
Set Date Acquired	Click the drop-down list, then select one of these options: Equals—With the current month calendar open, select the date acquired. Use the arrows to change the month if necessary. Equal to the Value of—Select one of the following time options: now, the date the contact was acquired, or the date the organization was acquired. Increment by—In the open window, select direction, offset, and units for incrementing the acquired date. Decrement by—In the open window, select direction, offset, and units for decrementing the acquired date.
Modify Service Level Agreements	Select one of these options to create or terminate an SLA instance.
Create SLA Instance	Lets you select an SLA from the drop-down list and assign it to the organization.
Terminate Existing SLA Instance	Terminates the organization’s existing SLA instance. This action does not terminate an SLA instance that was created during the current editing session, only a previously existing one.
Set Custom Field	Select an organization custom field and set the value. You must add an organization custom field to your site in order for it to display.
Set Variable	Set the variable to an absolute value, increment or decrement the variable, or append or prepend a character string. The available actions depend on the variable data type. For variables to display, they must be added to the Rules tree.
Execute Object Event Handler	Select this action to trigger a custom process and then select the type of object event handler from the drop-down list. For objects to display in the Execute Object Event Handler drop-down list, they must be added on the process designer and then the process model must be deployed.
Execute External Event	If you need to trigger a custom process, we recommend that you use the Execute Object Event Handler action described in the previous row.