Rules and Actions

In 1Integrate Rules and Actions are the primary way that you will interact with your data. Both use logical expressions; Rules perform checks and Actions will make amendments, create new data, and/or create reports.

Rules

Rules perform checks on your data; they are configured by you to look at classes of objects and their attributes and return a value of true or false depending on what it is checking for. There's more information available on Working with Rules.

These can include a number of different checks; looking at objects or comparing one object to another.

Actions

Actions change, create, or report on data. They are often used in conjunction with Rules to identify data that needs fixing before acting on data that meets the requirements. There's more information available on Working with Actions

Actions can contain Rule logic in order to do checks but this is often inefficient, the most efficient way of doing this is with Action Maps.

Where to begin?

Start by learning about the Rule and Action Workspace, as you'll need to be able to use this when you want to start building your own Rules and Actions.

After that we recommend the Anatomy of Rules and Actions, which will give you the understanding of how Rules and Actions are formed and what they entail.

Building Rules and Actions gives the foundations of building Rules and Actions, with more detailed descriptions in and covering more advanced concepts for each of these.

Those three sections will cover the basics of Rules and Actions, while Action Maps and Rule and Action Templates show two important features that allow for more efficient use of your resources.