š Create a Rule
Below are the steps to create a rule ā©
1. Go to "Designer" in the left bar menu. then select the " + " in the menu bar on the upper right hand side.
2. Click on "Add Rule" to create a new rule.
3. Choose aĀ nameĀ for the rule.
4. Choose theĀ ContextĀ which is by default global so that the rule can be used in different plans or you can choose a specific plan as the context of the rule, and click on āProceedā.
5. After that, click on the three dots of the created rule on the right, and select āAccess settingsā.
6. Choose theĀ typeĀ of your rule:
- Total rule: when your rule is equal to aĀ variableĀ that you have created
- Records rule: when your rule is calculated based on aĀ fieldĀ after aĀ filterĀ on the data
- Challenge: this rule is used toĀ create a challenge on Amalia
7. If you choose a Total or Records rule, you need to choose the payment options of the rule:
- Payout:Ā if you want this rule to be paid in the statement
- Non-Payout:Ā if you want it to only be displayed and not paid in the statement
For Total rules:
8. Choose your payment options to be split or immediate:
- After Validation:Ā if you want it to be paid in the current statement period
- Split:Ā if you want to pay a part of it in this statement and the rest is planned for another period
9. In theĀ configuration, in theĀ Total Value,Ā select the variable you want as your total rule
For Records rules:
10. Choose your payment options to be with a hold and release or immediate:
- After Validation:Ā if you want it to be paid in the current statement period
- Hold and Release:Ā if you want to pay a part of the commission in this statement and the rest later based on a condition (such as: if the invoice is paid then release the payment).
11. In theĀ configuration, choose yourĀ filterĀ and theĀ fieldĀ you want to sum.
12. Choose a variable to use as a toggle to show/hide the rule on demand. If you have a plan applied to fewer members, you can use the variable to only show that said rule to those members.
13. You can then use this rule in the statement template configuration
