To create a condition involving field values
1. Open the dialog box or panel where you are defining the rule.
2. Select And or Or, depending on the type of logical connector you want to use between conditions.
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If you are creating a rule with only one condition, you do not need to select And or Or.
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Swap replaces the selected node with the opposite node. For example, swapping an Or node replaces it with an And node.
Remove deletes the selected node.
3. Under Condition, select one of the following:
◦ Compare the value of a field with a constant
◦ Compare the value of a field with the value of another field
4. Select the operator from the list.
5. Specify fields and field values for the condition.
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• You cannot specify configuration management project and attachment fields in conditions.
• If document versioning is enabled, you cannot:
◦ define a rule using the item IDs of versioned items to return a range of versioned items, for example, ID is > 123-1.0 and < 123-2.0.
◦ define a rule using the document IDs of versioned items to return the content from a range of versioned documents, for example, Document ID is > 123-1.0 and < 123-2.0.
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a. To choose a value for a date field, click Change. The Specify Date or Time dialog box displays.
b. Do one of the following:
▪ Select a date from the calendar. If the date field is configured to display the time and you want to include it, select the Show time option (if not already enabled) and include a time from the calendar. The Show time option is enabled by default.
▪ Select now to specify the current date and time. This option displays only if the date field is configured to display the date and time.
▪ Select today to specify the current date and a time of 00:00:00 (midnight). This option can be specified for a date field or a date field configured to display the date and time.
▪ Select none to specify an empty value for the date field.
6. For each field, specify an Existing Value or a New Value.
7. When you are finished constructing the condition, click Add. The condition displays under the selected node.
