Records to include
This is the first step when creating a rule in the Rules wizard form, and it is about defining which table will have the criteria and which table will have the actions of the rule (could be the same table or different ones that are connected with a relation field).
Select the Target table (on which the action of the rule will be executed, in case the criteria is fulfilled). If this table is the same where you want to set both actions and criteria, then do not choose any Relation type, and continue with the Next button.
If you want to set actions and criteria to two different tables, then continue by choosing the Relation type ("Normal", if the target table will point to one of its parent tables, and "Reverse" if it will point to one of its child tables). Select the Relation, which will automatically fill the Event trigger table (to which the criteria of the rule will apply).
The checkbox called Use old relation value to identify target record is available only if the current record has a reverse relation to another table. If ticked, the rule targets the record pointed to by the Relation before the change that triggered the rule. If the checkbox is not ticked, the rule targets the record pointed to by the Relation after the change that triggered the rule. For instance, the situation in which the old parent’s record must be changed: the table "Manager" has a reverse relation with the table "Employee", and there is the need to reassign a specific Employee from one Manager to another. Besides, the "Manager" table contains a field called "Number of employees", that counts the total Employees assigned to a Manager, which needs to be updated when the reassignation occurs. If the checkbox is ticked, the "Number of employees" will be decreased by one on the original Manager record since its Employee will not belong to it anymore; however, the "Number of employees" on the newly assigned Manager record will not be increased by one, unless a copy of this rule is made, with this checkbox unticked.
Click on the Next button to continue with the Set criteria window.