To remove entity criteria from a case trigger rule

The procedure to remove entity criteria from a case trigger rule is as follows:

1. Prerequisite procedural steps are covered separately in the topic To define a case trigger rule for a repair status code. Refer to these before proceeding to step 2.
2. With the Case Configurations grid in current focus, highlight a case trigger rule against which entity criteria has been applied.
3. Activate the Select tick box against one or more rows in the Criteria grid to be removed from the case trigger rule 1.
4. Click on Remove Criteria 2. The Remove Criteria window is displayed.
5. Enter the Date to remove from using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the criteria is no longer applicable to the case trigger rule.
6. Click on Save. The selected entries in the Criteria summary table reflect the revised Effective to date.

Note

1 It is important to only group together criteria entries where the desired expiry date is identical.

2 This option is available only in the instance where the Select tick box has been activated for one or more criteria entries.

See related topics...

To define a case trigger rule for a repair status code

To add entity criteria to a case trigger rule