Creating a Rule

To create a basic ClickLink rule, you need to do the following:

1. Work out which custom fields you need and if necessary, add them to the source and target objects.
2. Create a master level ClickLink rule.
3. Create the detail level ClickLink rules for your solution.
4. If your ClickLink rule creates many target records from a single source, create an Apex trigger on the source object.
5. In the master level ClickLink rule, create a ClickLink relationship to associate the master level rule with the detail level rule.
6. Create Visualforce pages to reference the IntegrationRuleEngine to execute your rule.
7. Create ClickLink buttons to access the Visualforce pages.

Tip:

You can use ClickLink Jobs to run ClickLink rules or schedule them to run at specific intervals. For further information, see Creating and Running a Job.