Rule Types

Each rule type defines Conditions and the Actions to take if those conditions are true.

If / Then Rules

These are the simplest rule type. If the conditions in the If Cell are true, then the Action in the Then Cell will run.

You can add Else and Else If blocks by click the Add Block button below your rule.

Matrix Rules

The Matrix Rule lets you look at two fields, and take Action based on their intersection. As an example, picture a workflow where you have both income and credit score as an input about your customers, and you want to assign them a risk score.

You can include one variable for the columns, and one variable for the rows (see example above).

Decision Tables

Decision tables are another way of looking at multiple different conditions for a variable. You can use multiple variables for your conditions as well.

Each column in your decision table looks at a single field, with conditions in each row. When all the conditions for a row are met, the action in the far right column is taken. For example, consider a simple table that looks at the number of a user's derogatory accounts to set an internal risk score.

Range Columns like the one above will check if a number falls between a range. Case Columns will check if a field matches the condition exactly. You can mix and match Column types in a single Decision Table Rule. For example, consider a table that looks at number of derogatory accounts and phone operating system. If you use multiple Fields, then all conditions in a row must be met for the Action cell in that row to fire.

Note that when comparing strings you'll need to wrap them in single quotation marks