Prepare your rule for testing and approval
Your rule must be moved through each status in sequence and can be sent back for rework if later testing reveals an issue. As a rule designer, you should test your rule in Draft mode before moving it to UAT. This can help you minimize any future rework.
Before your rule can be promoted to UAT and Approved, a rule must contain a valid expression and at least one action. The validation in the Rules editor can help you ensure your rules are valid. For information on creating your rules, see:
- Create a rule for a calculated value
- Create a rule for an automated query
- Create a rule to send an email notification
For information on accessing the rules interface, see Access the rules interface.
If your rule is not functioning as expected, do not move it to UAT. See the following topics for examples and more information on developing rules:
Parent topic: Create and manage custom rules