Skip to main content
Skip table of contents

Edit a Custom Evaluation

To edit an existing evaluation in order to edit a business rule according to your requirement, follow the below steps:

  1. In the tab bar, click 
    App Launcher, or in Salesforce Classic, click 
    Nimble AMS, Staff View, Button, All Tabs.
  2. Click Business Rules.
  3. Select the business rule you want to customize from the dropdown.
  4. Click on the evaluation you would like to edit.
  5. To edit an evaluation, follow the below steps:
    1. Click New.
    2. In Label, change the label name if required.
    3. If required, change the Evaluation Name.
    4. In Description, edit the description of the evaluation.
    5. In Apex Class drop down, select the Apex Class depending on the type of evaluation required. For example, if true is required to be returned, select TrueEvaluator. 
    6. In Order, enter a number depending on which order you want the evaluator to be applied in.
    7. Select the Active checkbox to activate the evaluation. 
    8. Click Save.

Expected Result

The custom evaluator is now edited and business rule changes as per your requirement.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.