Leveraging Exclusivity Groups, Records can be set to either 'Active' or 'Inactive' depending on specific custom field values (such as 'Entry Term') OR depending on whether an application exists in an active Period.
Rule 1 - Active Person Record
Rule 2 - Inactive Person Record
Rule 1 - Active Person Record
If a person record has an active entry term value OR an application in an active application period, set the Person Active status to Active.
Click Database in the top navigation bar and select Rules.
Click New Rule.
Enter the following configurations in the popup window:
Name - Active Person Record
Base - Person
Rule Type - Person Active/Inactive
Folder - Other - Person Active/Inactive
Exclusivity Group - Person Active/Inactive
Non-deterministic - Rule is deterministic and has an exclusive priority.
Priority - 1
Click Save.
Configure the appropriate filters, for example:
Add a filter for Entry Term and select the appropriate terms. This filter returns records that have an entry term with the specified term.
To add a filter for records with an application in an active Period, join to Applications in a subquery join, add another join for Lookup Round, then a third join for Lookup Period. Add a filter from Lookup Period for Active Status = Active. This filter returns person records that have an application record in an active application period.
(
Entry Term
OR
Active Period
)Configure the appropriate action:
Status - Select Active
Rule 2 - Inactive Person Record
If a record does not meet the criteria for the other person active/inactive rules, update the status to Inactive. This can be considered the default rule in this exclusivity group.
Click Database in the top navigation bar and select Rules.
Click New Rule.
Enter the following configurations in the popup window:
Name - Inactive Person Record
Base - Person
Rule Type - Person Active/Inactive
Folder - Person Active/Inactive
Exclusivity Group - Person Active/Inactive
Non-deterministic - Rule is deterministic and has an exclusive priority.
Priority - 2
Click Save.
Configure the appropriate filters:
N/A - Remember that person active/inactive rules are in an exclusivity group. The last rule that runs should set person records that did not meet the active criteria to inactive, so this rule is a default rule and should have no filters.
Configure the appropriate action:
Status - Select Inactive