Auto processing list page

On this page, you can manage all actions related to autoprocessing rules for all request types.

You can do the following:

  • Access the rule form to create a rule or edit an existing rule.

  • Copy a rule from one organization to another.

  • Change the rule from active to inactive for an organization.

  • Delete a rule.

Column

Description

Apply

This check box provides the following functions:

  • Indicates the status of the rule for the selected organization. When the check box is selected, the rule is active (applied to the organization). When the check box is clear, the rule is inactive (not applied to the organization).

  • When the check box is available, it can be selected or cleared to change the status of the rule for the selected organization.

Request Type

Identifies which request type this rule autoprocesses.

Which Request

Identifies which requests this rule autoprocesses.

How to Auto-Process

Identifies the auto-processing criteria used by this rule. When the criteria is a validation rule, the rule icon is shown. You can point to an icon to view the name of the rule.

Owner Organization

Identifies the organization that either created the rule or the copy to organization. Only the owner organization can edit or delete the rule.