FLOW - Setting up a Business Rule for Roster Members (CP Companies)
Creation Date: Mar 25, 2022
Created By: Bridget Fairbanks
1. Click on Advanced Find
2. Click on Roster Members from Look for:
3. Click on Roster Members - set default values using business rules from Use Saved View:
4. Change the "color" to the correct color of the CP company you want to pull values on. Example: Type "purple*2022"
5. Click on Results…
6. Review the data under all the columns to find the correct number to set the FLOW/Business Rule
7. Click on Settings
8. Click on Advanced Settings
9. Click on dropdown trigger
10. Click on Solutions
11. Click on HBA_UX365Customizations
12. Click on Collapsed arrow next to Entities, click to expand
13. Click on Collapsed, click to expand
14. Click on Business Rules
15. Click on HBA PROD - Set Roster member default values
16. Click on Close
17. Click on Value
18. Drag highlighted button
19. Type "Purple"
20. Click on Apply
21. Click on application
22. Select 50%
23. Click on button
24. Drag highlighted element
25. Right click on Set Field Value
26. Click on Copy
27. Click on application
28. Click on Copy
29. Click on application
30. Click on application
31. Right click on application
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