One dynamic-membership condition under an AccountGroup: a field name, an operation and a value, evaluated against the Account entity by the shared group-rule engine when the group's member rebuild runs. Rules are ordered by SequenceNumber (custom logic refers to them by 1-based position) and combined according to the parent group's RuleSuccessCriteria. The same rule shape and engine back ItemGroupRule and ServiceCampaignRule.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountGroupId | Account Group | Lookup → AccountGroup | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
FieldName | Field Name | Text | | The Account property this rule tests. |
FieldValue | Field Value | Text | | The comparison value, always stored as text and coerced to the target property's type at evaluation time. Numeric comparison is culture-invariant and scale-insensitive, so a stored '10000.00' matches a numeric 10000. For the in and notin operators this is a comma-separated list. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Rule Name | Text | Yes | |
Operation | Operation | PickList | | The comparison operator. The engine understands equals, notequal, lessthan, greaterthan, lessorequal, greaterorequal, like (substring), in and notin (comma-separated), plus includes/excludes which always fall back to in-memory evaluation. The seeded picklist exposes only equals and greaterorequal, so most of the engine's operators can only be set outside the standard form. Values: equals, greaterorequal. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
SequenceNumber | Sequence Number | Number | Yes | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete Selected | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | Edit | Delete in page. |
New | New | NewInline | New |
UIAction | UI Action | UIAction | UI Action |
