Lifecycle Rule Entry

OK

Click this button to save the displayed rule and close the Lifecycle Rule Entry window.

Cancel

Click this button to close the Lifecycle Rule Entry window without saving the displayed rule.

Rule Type

This field displays the rule type selected for the rule in Lifecycle Rule Maintenance. One of the following types is selected:

• Workflow - Rules for following workflow definitions based on specific criteria

• Team - Rules for assigning tasks to product lifecycle management teams based on specific criteria

• Alert - Rules for creating alerts based on specific criteria

Workflow Type

This field displays the workflow type selected for the rule in Lifecycle Rule Maintenance.

Workflow Level

This field displays the workflow level selected for the rule in Lifecycle Rule Maintenance.

All (Tasks)

Select this check box to set up the rule for all tasks. This check box is selected by default, and only available for team or alert rules.

Task

Enter a task for which to set up the rule, or click the Lookup button to select a task. This field is only enabled if you clear the All check box, and only available for team or alert rules. For information on setting up tasks, see Creating Product Lifecycle Management Tasks.

List (Tasks)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select multiple tasks for the rule. This button is only enabled if you clear the All check box, and only available for team or alert rules.

All (Definition Codes)

Select this check box to set up the rule for all workflow definition codes. This check box is selected by default, and only available for team or alert rules.

Definition Code

Enter a workflow definition code for which to set up the rule, or click the Lookup button to select a workflow definition code. This field is only enabled if you clear the All check box, and only available for team or alert rules.

List (Definition Codes)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select multiple workflow definitions for the rule. This button is only enabled if you clear the All check box, and only available for team or alert rules.

All (Harmonization Codes)

Select this check box to set up the rule for all harmonization codes. This check box is selected by default, and only available for applicable workflow levels.

Harmonization Code

Enter a harmonization code for which to set up the rule, or click the Lookup button to select a harmonization code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Harmonization Codes)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select multiple harmonization codes for the rule. After you select harmonization codes, the check box to the right of this button is selected. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Categories)

Select this check box to set up the rule for all product categories. This check box is selected by default, and only available for applicable workflow levels.

Category

Enter a product category for which to set up the rule, or click the Lookup button to select a product category. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Categories)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select multiple product categories for the rule. After you select product categories, the check box to the right of this button is selected. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Subcategories)

Select this check box to set up the rule for all product subcategories. This check box is selected by default, and only available for applicable workflow levels.

Subcategory

Enter a product subcategory for which to set up the rule, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Subcategories)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select multiple subcategories for the rule. After you select product subcategories, the check box to the right of this button is selected. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Products)

Select this check box to set up the rule for all products. This check box is selected by default, and only available for applicable workflow levels.

Product Code

Enter a product code for which to set up the rule, or click the Lookup button to select a product code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Product Name

Enter a product name for which to set up the rule, or click the Lookup button to select a product name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Products)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select multiple products for the rule. After you select products, the check box to the right of this button is selected. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Product Lines)

Select this check box to set up the rule for all product lines. This check box is selected by default, and only available for applicable workflow levels.

Product Line Code

Enter a product line code for which to set up the rule, or click the Lookup button to select a product line code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Product Line Name

Enter a product line name for which to set up the rule, or click the Lookup button to select a product line name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Product Lines)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select multiple product lines for the rule. After you select product lines, the check box to the right of this button is selected. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Product Styles)

Select this check box to set up the rule for all product styles. This check box is selected by default, and only available for applicable workflow levels.

Product Style

Enter a product style for which to set up the rule, or click the Lookup button to select a product style. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Product Styles)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select multiple product styles for the rule. After you select product styles, the check box to the right of this button is selected. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Colors)

Select this check box to set up the rule for all product colors. This check box is selected by default, and only available for applicable workflow levels.

Color Code

Enter a color code for which to set up the rule, or click the Lookup button to select a color code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Color Name

Enter a color name for which to set up the rule, or click the Lookup button to select a color name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Colors)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select multiple product colors for the rule. After you select product colors, the check box to the right of this button is selected. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Sizes)

Select this check box to set up the rule for all product sizes. This check box is selected by default, and only available for applicable workflow levels.

Size Code

Enter a size code for which to set up the rule, or click the Lookup button to select a size code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Size Name

Enter a size name for which to set up the rule, or click the Lookup button to select a size name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Sizes)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select multiple product sizes for the rule. After you select product sizes, the check box to the right of this button is selected. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Price Classes)

Select this check box to set up the rule for all price classes. This check box is selected by default, and only available for applicable workflow levels.

Price Class

Enter a price class for which to set up the rule, or click the Lookup button to select a price class. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Price Classes)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select multiple price classes for the rule. After you select price classes, the check box to the right of this button is selected. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Family Price Codes)

Select this check box to set up the rule for all family price codes. This check box is selected by default, and only available for applicable workflow levels.

Family Price Code

Enter a family price code for which to set up the rule, or click the Lookup button to select a family price code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Family Price Codes)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select multiple family price codes for the rule. After you select family price codes, the check box to the right of this button is selected. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

Start Date

Enter the first date in a range of dates for the rule, or click the drop-down arrow to select the date from a calendar.

End Date

Enter the last date in a range of dates for the rule, or click the drop-down arrow to select the date from a calendar. After this date has passed, the rule is expired.

Grouping

Select a product project grouping for which to set up the rule. These radio buttons are only available for team rules with a workflow type of product project and a workflow level of product. For information on setting product project groupings, see Product Project Maintenance.

All (Categories/Product Lines/Product Styles)

Select this check box to set up the rule for all product project categories, product lines, or product styles. This check box is selected by default, and only available for team rules with a workflow type of product project and a workflow level of product.

Category/Product Line/Product Style

Enter a product category, product line, or product style for which to set up the rule, or click the Lookup button to select a product category, product line, or product style. This field is only enabled if you clear the All check box, and is only available for team rules with a workflow type of product project and a workflow level of product.

List (Categories/Product Lines/Product Styles)

Click this button to display Category List, Product Line List, or Style List, which allows you to select multiple product project product categories, product lines, or product styles for the rule. After you select product categories, product lines, or product styles, the check box to the right of this button is selected. This button is only enabled if you clear the All check box, and only available for team rules with a workflow type of product project and a workflow level of product.

All (Subcategories)

Select this check box to set up the rule for all product project subcategories. This check box is selected by default, and only available if you select the Subcategory radio button for team rules with a workflow type of product project and a workflow level of product.

Subcategory

Enter a product subcategory for which to set up the rule, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All check box, and is only available for team rules with a workflow type of product project and a workflow level of product.

List (Subcategories)

Click this button to display Subcategory List, which allows you to select multiple product project product subcategories for the rule. After you select product subcategories, the check box to the right of this button is selected. This button is only enabled if you clear the All check box, and only available for team rules with a workflow type of product project and a workflow level of product.

No Workflow Required

Select this check box if no workflow definition is required for a workflow rule. This check box is only available for workflow rules.

Workflow Definition

Enter a workflow definition for a workflow rule, or click the Lookup button to select a workflow definition. This field is only enabled if the No Workflow Required check box is cleared and only available for workflow rules.

Description (Workflow Definition)

Enter a workflow definition description for a workflow rule, or click the Lookup button to select a workflow definition description. This field is only enabled if the No Workflow Required check box is cleared and only available for workflow rules.

Team

Enter a product lifecycle management team, or click the Lookup button to select a team. This field is only available for team rules.

Name (Team)

Enter a product lifecycle management team name, or click the Lookup button to select a team name. This field is only available for team rules.

Alert Rule

Enter an alert rule, or click the Lookup button to select an alert rule. This field is only available for alert rules. For more information on available alert rules, see Product Lifecycle Management Alert Rules.

Description

This field displays the description of the alert rule entered in the Alert Rule field. This field is only available for alert rules.

Rule Sequence

Enter a sequence number for the rule. The lower the number, the higher the rule is in the rule hierarchy. The hierarchy determines which rules take precedence over other rules. You can later change the sequence in Lifecycle Rule Maintenance. This field defaults to 10 more than the highest existing rule sequence number.

Status

Select the status of the rule. You can select one of the following statuses:

• Active

• Setup

• Discontinued

Parameters

This grid displays parameters for alert rules. Enter appropriate values for each parameter. This grid is only available for alert rules.

Only delivered to the team assigned to the task

Select this check box to deliver alerts only to the team assigned to the task. Clear this check box if you want to deliver alerts to additional teams.

Example You want to deliver alerts to a management team in addition to the team assigned to tasks. To do this, you clear this check box, and specify the team to which you want to deliver the alert.

This check box is selected by default.

Teams

Select the check box in the first column for teams to which you want to deliver alerts based on the alert rule.