Tools
Rules
How rules define reusable logic and connections that guide TrialStack behavior across entities and workflows.
Rules
Rules let organizations define reusable logic that can be connected to relevant entities and workflows.
Who this is for
This page is for teams that define reusable logic influencing how work behaves across records or workflows.
What matters most
- what a rule is for
- who is allowed to create and manage rules
- how rule connections work
- how version history and restore protect governance-sensitive changes
Why this matters
Rules are not just static records. They shape downstream behavior and deserve the same operational care as other high-impact workflow tools.
Typical workflow
- Define or review the rule logic.
- Connect the rule to the relevant entities or workflows.
- Review the impact of the change before wider use.
- Use history or restore when the rule behavior needs correction.