Business Rules
Overview of the Business Rules engine introduced in ShareDo v7.7
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Business rules replace matching rules in ShreDo v7.7
Articles
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Migrating Matching Rules to Business Rules
Relevant to ShareDo v7.7 and later How do you migrate Matching Rules to Business Rules? In ShareDo v7.7, all of the rules within the system are upgraded...
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Create a Business Rule
This article shows how to create rules.
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Understanding how work type portal definitions are resolved for different personas
Clio Operate supports the personalisation of different portals for different personas based on other business rules. Since there can be many different p...