Checks to see if a related entity type exists for the current item.
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In the Properties pane, on the General tab, from the Related Entity Type drop-down list, select a related entity type to evaluate using this rule.
When Agenda Item is the context, the following selections are available:
Related Entity Type
Description
Agenda Item Field
An agenda item field.
Agenda Item To Meeting
An agenda item to a meeting.
Agenda Item Type
An agenda item type.
Meeting
A specific meeting instance.
Motion
An agenda item motion.
Supporting Document
An agenda item supporting document.
useraccount
A user account.
When Meeting is the context, the following selections are available:
Related Entity Type
Description
Agenda Item
An agenda item.
Agenda Item To Meeting
An agenda item to a meeting.
Meeting Documents
A meeting document.
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If you selected Agenda Item, Agenda Item Field, Agenda Item To Meeting, Supporting Document, or Meeting Documents, from the Related Entity Type drop-down list, you can filter the results. Select the Filter Results check box and perform the following:
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From the Field drop-down list, select one of the following:
Entity Type
Field
Agenda Item Field
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Agenda Item
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Agenda Item Field Type
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Agenda Item Field Value
Agenda Item To Meeting
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Agenda Item
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Agenda Section
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Meeting
Supporting Document
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Agenda Item
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Supporting Document ID
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- In Must match:, select Constant value or Property and enter a constant value or property.
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From the Field drop-down list, select one of the following:
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If you do not want to use the results to execute sub-tasks, clear the Use results for sub-tasks check box.
Note:
When using the results to execute sub-tasks, the rule's context sets the context for respective sub-tasks. The action's context is automatically set when you choose the type of items that the life cycle contains. The context is displayed in the Properties pane, on the General tab, in Context. If the direct task does not specify context, then the context specified by the most direct ancestor will be used. For example, if you nest multiple Related Item Exists rules that each provide context, the sub-tasks will use the deepest context.
- If you want to store the result count in a property, select the Save result count in property: check box and enter the name of the property in the corresponding field.
- In the Properties pane, click the Advanced tab.
- In the Properties pane, click the Documentation tab. Enter any descriptive information that is applicable in the Overview and Details fields.