Why didn't my rule work?

If a rule that you defined doesn't seem to work as you intend, consider some of these reasons:

  • The rule set containing the rule isn't enabled. To enable a rule set, you must assign it to the master rule set.

  • The rule set containing the rule is in Draft status. Draft status prevents the rule from being triggered during item transactions. It's common to put a rule set in Draft status when starting to define it. To take the rule out of draft status, deselect the Draft check box on the Edit Rule Set page.

  • You defined a rule expression or condition incorrectly. Review the requirements for the If and Then expressions of assignment rules, and for the If expression and Validation Condition of validation rules.