View Rules

Users with theView Rules permission have access to the Rules Dashboard.

Click Rules from the left sidebar to view the Rule Dashboard.

To view rules for a specific credential, select a credential from the ALL dropdown. The page will refresh to only show rules for the selected credential.

To view all rules, click the blue X in the Credential drop down.

Search Options

• If Type: condition applied to the If Field
  • Example: exactMatchTest
• If Field: field name the rule looks at
  • Example: buyerDetails.company
• If Value: field value the rule looks at
  • Example: St. John’s Regional Medical Center
• Then Type: condition applied to the Then Field
  • Example: setIgnore
• Then Field: field name the rule sets
  • Example: atsFields.clientCorporation
• Then Value: field value the rule sets
  • Example: 1234
• Priority: order in which the rule runs
  • Example: 100
• Updated Date: Date the rule was last modified
  • Example: 10/13/2023 19:54:06

Search Tips

IF conditions

These conditions usually apply to VMS fields and values.

To view all rules using a VMS value, use the Then Value filter.

Example: accounting

THEN conditions

These conditions usually apply to ATS fields and values.

To view all rules setting an ATS field, use the Then Field filter.

Example: employmentType