Creating Monitoring Rules
- Browser (Classic, Lightning)
Monitoring Rules define which fields are monitored and managed by Approved Notes. To create a Monitoring Rule:
- Navigate to the Monitoring Rule tab.
- Select New.
- Select the appropriate record type.
Populate the following values:
The end date cannot be before the start date. The start date and end date cannot both be in the past.
Field_Set_vod – The list of fields the record monitors. Fields can be on any CRM object and can be one of the following types:
- Text Area
- Text Area (Long)
- Text Area (Rich)
Enter fields using the following format:
Ensure integration users have read OLS and FLS access to the defined objects and fields.
Entered fields must match the case of the API name of the referenced field.
- Category_vod – Picklist defining why the associated Monitored Phrases are restricted:
Email_Recipients_vod – A comma separated list defining recipients of an email after every job run containing the results of the monitoring for this record.
For example, firstname.lastname@example.org,email@example.com.
- Select Save.