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Name*: Rule Name
Description: Just for information if needed.
Report Type*: select the report type you want to the report to be created.
Report Title: The default report name.
Report Status: Select the report status when the reports created such as Draft, and Release.
Email Options: Select one of the options: Email the user, Email the user with PDF report and No Email.
Email Subject: only required if the email option is enabled.
Email Message: Only required if the email option is enabled. The email keywords
{ReportId} Report Number
{TotalAmount} Total Amount
Once you complete this form click on Next
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If the rue is modified in anyway, you must Publish the matching rule again by clicking the corresponding Publishlink. This verifies that the query is valid. If a policy is not published, it will not be used in the validation process, even if it is active. |
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