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  7. Rules Builder

Rules Builder

Once you have selected the attribute you want to create a rule for:

  • Click Add Condition
  • Under If select the condition.
  • You can also add additional Or conditions.
  • Based on a match of these conditions you can then define how you want to change the attribute value.
  • You can also add multiple conditions under Add Another Condition.

Once one condition is met for a record, it will ignore any additional conditions.

Some Rules take precedence and therefore need to be reordered.

Please see the video below for more details on how this can be done: