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)
When using Approved Notes to monitor text sent in Approved Email, monitor the Subject_vod and User_Input_Text_vod fields on the Sent_Email_vod object. These two fields are stamped with free text entered via Approved Email tokens when the email is sent.
User Input Text
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:
- Select Save.
You can create up to 500 monitoring rules per org.