A new feature from Version 4 onwards are rules. Rules are simple TRUE/FALSE decisions based around a Notes Formula. It also includes an editor to help simplify the creation of Rules.
Creating a Rule
To create a new Rule, open the view Rule and click on the action New Rule
A new Rule document will be created
This is the name of the rule, this will be used to reference the rule in signature selection, sub signatures and filter formulas.
A field for describing the purpose of the rule.
The type of rule, either a rule built with the Rule Builder or a Notes Formula.
In the advanced mode you can write a Notes Formula directly into the formula field. The formula must return @True or @False
A simple rule is built using the rule builder screen. These are a series of conditions joined by the AND/OR operators.
The example below will return @true if all the following conditions are met:
1. Subject = TEST
2. Email is internal
3. Month is December
a. Set the Subject = TEST
Then click on the Add Condition Button. This will add the condition to the list.
b. Add more conditions to the Rule.
c. Set the THEN and ELSE clause.
On these tabs, you can set what is returned when the condition is met or not met.
You can return @TRUE/@FALSE or the result of another Rule. This allows you to chain rules together
To test a rule, you can click on the SEND TEST EMAIL action.
This will evaluate all the lookups in the rule and display the formula before execution. it will also return the result of the execution.
Where can I use a rule?
You can use rules to apply a signature.
Rules can be used in the selection of sub signatures
(!rule!) returns the text @true or @false which can used in the filter formulas
As above rules can be used in formula lookups to create conditional lookups.