Defining Rules for Entity Bulk Operations

By default, the Type field on the General tab of the Entity Bulk Operations record is set to Rule. This indicates that the logic for the entity bulk operation is based on the rules defined on the Rules tab of that Entity Bulk Operations record.

Each Rules record applies to a field in an Entities record. The Rules tab is only available once the Entity Bulk Operations record has been saved for the first time.

This topic contains sub-topics that describe how to create a rule for a field in a top-level entity and how to create a rule for a field in a sub-type entity:

• Creating an Entity Bulk Operation Rule for Top-Level Entity Field
• Creating an Entity Bulk Operation Rule for Sub-Type Entity Field