Adding a Business Rule to an Existing Disclosure Note
Click on the Business rule (B.R.) button to open the Business Rule window:
Note: The ID number of the business rule is displayed as part of the title.
Click on the Click here to add rule button to add a rule.
Click on the Select data item button to open the Find Data window:
Either double-click on the Data item or select the Data item you want and click on the OK button to return to the Business rules window:
Select the relevant operator and then enter the value to use in the rule:
Click on the OK button to apply that rule to the disclosure note. An icon indicates that this disclosure note now has a business rule associated with it:
NB: You cannot add a business rule to a disclosure note where the Include check box is ticked or there is a green tick on the Mutually Exclusive Notes (M.E.N.) button.
Adding a Date Field to a Business Rule
Where the Data Item selected is a date then you have the choice of using a Relative date or a Calendar date. The control defaults to a Relative date:
To choose a Relative date click on the drop down field:
To instead choose a Calendar date un-tick the Relative date? check box:
Enter the date using the calendar control.