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  • Select a Multi Record Model

    • In the basic config, Click + icon

    • Add the Model and click Save

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For a single record model, the same procedure is used

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  • A Context model is created by using a multi-record model

  • It acts as a single record model

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Models Creation

  • Click on the + icon

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  • Create Models and click Save

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Criteria

  • Criteria determine the conditions under which the criteria apply

  • The criteria fire when the criteria in the form are completed and the criteria are executed

  • Using source types, you can add criteria in the form

  • Create Criteria

    • Click on the + icon

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    • Add Criteria, click Save

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