Advanced Code Assignment Rules

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10 Steps

In Admin Tools & Settings, select Codes/Attributes.

Click on Code Assignment Rules.

Select Add New Code Assignment Rule.

Select the type of record your code assignment rule will apply to. Then click Next.

Code assignment rules can be assigned to Request, Payment, Organization or Contact codes.

In the 'Required' dropdown, select the code type that will be required first within the new code assignment rule.

Select the code type that will be assignable after the code type in the 'Require' field has been assigned.

Select which code(s) from within the first code type are involved in the new code assignment rule. Then click Next.

The first code type is the code type that was selected in Step 5.

Select which code(s) from the second code type should be made available, based on the options selected in the previous step. Then click Save.

This example shows that the Education program area (and its subcodes) are the only available options once a user has assigned 'Scholarships' as the 'Fund' code.

To add another rule, select Add New Code Assignment Rule and repeat steps 4-8

To edit an existing code assignment rule, select the pencil icon beside it.

Well done!

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