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Home/Docs/Entity Reference/Service Campaign Rule — entity reference
REFERENCE · Last reviewed

Service Campaign Rule — entity reference

One dynamic-membership condition under a ServiceCampaign: fieldName + operation + fieldValue evaluated against the member object (Account or Asset) by the shared group-rule engine when ProcessMembers runs. Rules are combined per the campaign's ruleSuccessCriteria (all / any / custom logic over the rules' 1-based sequence numbers). Same pattern as AccountGroupRule and ItemGroupRule.

Fields

FieldLabelTypeRequiredWhat it does
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
FieldNameField NameTextThe member-object field the rule tests (an Account or Asset field per the campaign's dynamicMemberObject). Rules on real scalar columns are pushed to SQL as parameterized predicates; anything else (custom fields, untranslatable operators) is evaluated in memory.
FieldValueField ValueText
IdIdGuidYes
ModifiedByIdModified ByLookup → UserAccountYes
NameNameTextYes
ObjectTypeObject TypePickListValues: Account, Asset, Service Order, Opportunity, Lead, Lead, Opportunity, Case, DMS Case.
OperationOperationPickListComparison operator understood by the group-rule engine: equals, notequal, lessthan, greaterthan, lessorequal, greaterorequal, like, in, notin, includes, excludes. Numeric comparisons are scale-insensitive ('10000.00' equals 10000). Values: Equals, Less Than, Like, Includes, Not In.
OwnerIdOwnerLookup → UserAccountYes
RecordTypeIdRecord TypeGuid, hidden
SequenceNumberSequence NumberNumberEvaluation order of the rule, and the 1-based number the campaign's custom success logic refers to (e.g. '1 AND (2 OR 3)').
ServiceCampaignIdService CampaignLookup → ServiceCampaign
UIPropsUI PropsText
UpdatedDateTimeModified DateDateAndTimeYes

Actions

ActionLabelTypeWhat it does
BulkDeleteDeleteDeleteDelete
CloneCloneServerAction (Clone)Create a copy of this record
DeleteDeleteDeleteDelete
DeleteInListDeleteDeleteDelete
EditEditEditEdit
EditInLineEditEditEdit
EditInLineHeaderEditEditInlineEdit
NewNewNewNew