In a Document or Folder Smart Rule, which component contains the conditions that must be in place for the rule to execute?

In a Document or Folder Smart Rule, which component contains the conditions that must be in place for the rule to execute?

• A. Trigger
• B. Action
• C. Filter
• D. Condition

Answer: (C)

The gating criteria are defined in the Filter. It stores the conditions that must be met for the rule to run. The Trigger decides when evaluation starts (for example, on a document or folder event), but it doesn’t specify the execution conditions. The Action is what happens once the rule fires, not whether it fires. By placing the attribute and value criteria in the Filter, you ensure the rule only executes when those conditions are satisfied. For example, you might trigger on a contract being created, but only proceed if the contract value exceeds a threshold and the department matches. If the Filter criteria aren’t met, no actions occur.

The gating criteria are defined in the Filter. It stores the conditions that must be met for the rule to run. The Trigger decides when evaluation starts (for example, on a document or folder event), but it doesn’t specify the execution conditions. The Action is what happens once the rule fires, not whether it fires. By placing the attribute and value criteria in the Filter, you ensure the rule only executes when those conditions are satisfied. For example, you might trigger on a contract being created, but only proceed if the contract value exceeds a threshold and the department matches. If the Filter criteria aren’t met, no actions occur.