One membership condition on an account group: an account field, an operator and a value. Conditions are edited on the group's Rules tab and are read only when someone runs Process Members on the group, which combines them using the group's Rule Success Criteria.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountGroupId | Account Group | Lookup → AccountGroup | | The group the condition belongs to. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
FieldName | Field Name | Text | | The account field the condition tests, chosen from the account's fields on the Rules tab. Custom account fields can be used too. A name that does not match any account field never matches, so the group silently gets fewer members. |
FieldValue | Field Value | Text | | The value to compare with, stored as text. In list and Not in list hold a comma-separated list, Includes (any) and Excludes (all) a semicolon-separated list. Numbers compare by value, so 10000.00 matches 10000; text compares without regard to case. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Rule Name | Text | Yes | Set to the field name when the condition is saved from the Rules tab. |
Operation | Operation | PickList | | How the field is compared with the value. The Rules tab offers Equals, Not equal, Less than, Greater than, Less or equal, Greater or equal, Contains, In list, Not in list, Includes (any) and Excludes (all), limited to the ones that suit the field's type. Values: equals, greaterorequal. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
SequenceNumber | Sequence Number | Number | Yes | The condition's position on the Rules tab, set when the tab is saved. Custom logic expressions refer to conditions by this position. |
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 |
