Creating and Editing Folder Dependency Rules

In order to create and edit folder dependency rules, you must be able to log in to InterAction Administrator.

You define the rules in the New/Edit Folder Dependency dialog box.

Field	Description
Dependency Type	Indicates the type of relationship between the source contacts and target entity. There are two types: A Direct dependency adds or removes contacts from the target folder or contact type based on whether the contact is in a particular folder, contact type, or search. For example, a contact with the Our Personnel contact type must also be in the Personnel Information folder. This is a direct relationship between two folders. A Company Association dependency adds or removes people from the target folder/contact type based on whether the contacts’ associated companies are in a particular folder/contact type. For details, see “Selecting the Dependency Type” in Defining What the Rule Will Do.
Source Contacts	Identifies the folder, contact type, or saved search that the Folder Dependency Analyzer checks when determining whether a rule applies to a contact. For example, if the rule should automatically add contacts with the type Our Personnel to a folder, then the contact type Our Personnel is used for the source contacts. For more information, see Defining the Source and Target for the Rule.
Target Entity	Identifies the folder or contact type that is dependenton the source contacts. Folder Dependency Analyzer will add or remove contacts in this folder/contact type. You can also select an entire folder type – the Folder Dependency Analyzer will add or remove the contacts for all folders with that type. For more information, see Defining the Source and Target for the Rule.
Contacts That Are	This is essentially the condition that should be checked. For example, you might select ‘Alumni contact type but not in the ‘Personnel Information’ folder. Folder Dependency Analyzer will process all contacts that meet this condition. The types of conditions you can select from depend on the dependency type for the rule (direct or company association). Selecting the condition determines the Action that will take place. For details, see “Identifying the Contacts to Process and the Action to Take” in Defining What the Rule Will Do.
Action	Displays the action that will take place when the condition selected in Contacts That Are is true. You do not select the action; it is determined based on the condition. For example, if Contacts That Are is set to ‘Alumni contact type but not in the ‘Personnel Information’ folder then the Action is Add contacts to the ‘Personnel Information’ folder. For details, see “Identifying the Contacts to Process and the Action to Take” in Defining What the Rule Will Do.
Description	You can provide a text description of the rule. This should describe the purpose of the rule. Good descriptions are useful when reviewing the full set of rules and ensuring that they are all correct.
Order	Indicates the order in which the rule will be processed. Rules are processed in ascending order, so rules with smaller numbers will be processed first.
Status	Indicates whether the rule is active or inactive. Inactive rules are ignored by the Folder Dependency Analyzer.
Change Management Override	Applies if the target is a contact type. Indicates whether any Data Change Management add/remove rules should apply to changes made by the rule. You typically use this to allow the folder dependency rule to bypass Data Change Management rules. For details, see Folder Dependency Rules and Change Management.

New/Edit Folder Dependency Dialog Box

Create a Folder Dependency Rule

1. Log into InterAction Administrator.
2. Double-click Folder Dependency in the entity list to open the Manage Folder Dependency dialog box.
3. Choose New to open the New Folder Dependency dialog box.

4. Select the Dependency Type.

   There are two dependency types – direct and company association. For details, see “Selecting the Dependency Type” in Defining What the Rule Will Do.

5. Under Source Contacts, select the source for the rule.
   • The source is the contact type, folder, or saved search that will determine whether the rule should be applied to a particular contact.
   • For details, see Defining the Source and Target for the Rule.
6. Under Target Entity, select the folder, contact type, or folder type that is dependent on the item selected for the source.
   • Folder Dependency Analyzer will add or remove contacts in the target folder, contact type, or all folders in a folder type.
   • For details, see Defining the Source and Target for the Rule.

7. Select which contacts the rule applies to from the Contact That Are list.

   The options available depend on the selected Dependency Type. For details, see “Identifying the Contacts to Process and the Action to Take” in Defining What the Rule Will Do.

8. Enter a Description for the rule. This should explain the purpose for the rule.
9. Enter the Order for the rule. Rules are processed in ascending order, so rules with smaller numbers will be processed first.
10. If you want the rule to run, select Active for the Status.
11. If the rule will be adding or removing contact types, you may want to select a Change Management Override option.
    • This lets you override the Data Change Management settings for the changes made by the rule. If you don’t select an override option, then the Folder Dependency Analyzer will follow the same Data Change Management rules required for users.
    • In many cases, it is useful for folder dependency rules to override Data Change Management. For details, see Folder Dependency Rules and Change Management.
12. Choose OK to save the rule, then Close to close the Manage Folder Dependencies dialog box.

Edit a Folder Dependency Rule

1. Log in to InterAction Administrator.
2. Double-click Folder Dependency in the entity list to open the Manage Folder Dependency dialog box.
3. Select the folder dependency to edit and choose Edit.
4. Edit the fields as needed. For details about the fields, see Creating and Editing Folder Dependency Rules.
5. Choose OK.
6. When you are done creating and editing folder dependency rules, choose Close to close the Manage Folder Dependency dialog box.

Delete a Folder Dependency Rule

1. Log in to InterAction Administrator.
2. Double-click Folder Dependency in the entity list to open the Manage Folder Dependency dialog box.
3. Select the folder type to delete and choose Delete.
4. When you are done creating and editing folder dependency rules, choose Close to close the Manage Folder Dependency dialog box.