Enhanced interface

Manage and view Smart rules

The Smart rules list displays all the Smart rules created for your company. To display the Smart rules list, go to Customization Services or Platform Services > Object customizations > Smart rules.

This list supports the enhanced lists interface. Learn more about using enhanced lists.

Can't find this feature?

Access to certain features in Customization Services or Platform Services are based on your administrative privileges. See the table below to determine what kind of administrator you need to be for each feature. Learn more about Permissions for Customization and Platform Services.

Feature	Permissions needed
Custom fields Smart events Smart rules Smart link clicks Smart link fetches	Business user type Limited or Full administrative privileges Permissions to the Customization Services or Platform Services application
Custom applications, including hosted files Custom packages Custom objects Custom menus Conversion and import maps Email templates Platform Triggers Unique indexes Workflows Document templates Only full administrators can edit page layouts on standard pages.	Business user type Full administrative privileges Permissions to the Platform Services application Only full administrators can access Platform Services features because only they can change the behavior of Sage Intacct pages.
Approving the installation of custom applications with user-defined dimensions (UDDs)	Business user type Full administrative privileges Permissions to the Platform Services application Permission to approve installation of custom applications with user-defined dimensions (granted by a different administrator) We recommend limiting this permission to one or two admin users who control the authorization and installation of applications with UDDs. The installation of applications with UDDs must be authorized. There might be an associated cost for the company installing the application, UDDs cannot be uninstalled after they are in use, and transaction and report processing times can increase as UDDs are added.

About the Smart rules list

You might have a Smart rule added using Customization Services. If so, you can edit, view, and delete it if you have the required permissions for the object and fields related to the rule.

If a Smart rule was added as part of a package, it has a package name, and you can only view the Smart rule. To change a Smart rule that's part of a package, contact the package creator.

By default, the Smart rules list shows only active Smart rules. To view all the Smart rules, from the Status field, deselect Active.

By default, the Smart rules list shows only active Smart rules. To view all the Smart rules, select the Include inactive checkbox at the top of the list.

Define a Smart rule

The Smart rules wizard walks you through the process of designing your Smart rule: