Edit a Custom Evaluation
To edit an existing evaluation in order to edit a business rule according to your requirement, follow the below steps:
- In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
- Click Business Rules.
- Select the business rule you want to customize from the dropdown.
- Click on the evaluation you would like to edit.
- To edit an evaluation, follow the below steps:
- Click New.
- In Label, change the label name if required.
- If required, change the Evaluation Name.
- In Description, edit the description of the evaluation.
- In Apex Class drop down, select the Apex Class depending on the type of evaluation required. For example, if true is required to be returned, select TrueEvaluator.
- In Order, enter a number depending on which order you want the evaluator to be applied in.
- Select the Active checkbox to activate the evaluation.
- Click Save.
Expected Result
The custom evaluator is now edited and business rule changes as per your requirement.