Rules Field Reference

This page documents all fields available when creating or editing a Rule in Novigem.

Basic Information

Trigger Configuration

Points Configuration

Actor Modes

The Award Points To field determines which user receives the points when a rule fires. Choose the mode that best matches the behavior you want to reward.

Tip: Most rules should use Record Owner. Use Last Modified By when you want to reward the person who performed the action rather than the person who owns the record. Use Created By for activity-based rules like logging calls or creating tasks.

Example scenarios:

• A manager reassigns a lead, then the new owner updates the status: Record Owner rewards the new owner; Last Modified By also rewards the new owner (they made the edit).
• An SDR creates a lead that is later converted by an AE: Created By rewards the SDR; Record Owner rewards whoever owns the lead at conversion time.
• Multiple reps update opportunity fields for data cleanup: Last Modified By rewards each person for their individual edits.

Conditions

The Conditions section defines which records qualify for points. Conditions are stored as JSON and filter on fields of the selected Salesforce Object.

An empty conditions array means all records of the selected object and trigger type will match:

{
  "conditions": []
}

Condition Structure

Each condition specifies a field, an operator, and a value:

{
  "conditions": [
    {
      "field": "StageName",
      "operator": "equals",
      "value": "Closed Won"
    }
  ]
}

Multiple conditions are evaluated with AND logic by default. All must be true for the rule to match:

{
  "conditions": [
    {
      "field": "StageName",
      "operator": "equals",
      "value": "Closed Won"
    },
    {
      "field": "Amount",
      "operator": "greaterThan",
      "value": "10000"
    }
  ]
}

Condition Groups (OR Logic)

To use OR logic, wrap conditions in groups. Each group is evaluated with AND internally, and groups are combined with OR:

{
  "logic": "OR",
  "groups": [
    {
      "conditions": [
        { "field": "StageName", "operator": "equals", "value": "Closed Won" }
      ]
    },
    {
      "conditions": [
        { "field": "StageName", "operator": "equals", "value": "Negotiation" },
        { "field": "Amount", "operator": "greaterOrEqual", "value": "50000" }
      ]
    }
  ]
}

This example matches opportunities that are either Closed Won or in Negotiation with an amount of $50,000+.

Relationship Fields

You can reference fields on related objects using dot notation:

{
  "conditions": [
    {
      "field": "Account.Industry",
      "operator": "equals",
      "value": "Technology"
    }
  ]
}

Operators Reference

The rule engine supports 12 operators for building conditions. The Rule Builder UI shows operators relevant to the selected field type automatically.

Comparison Operators

Text Operators

Blank checks

Change detection

isChanged compares the field’s old and new values within an Update trigger. If the value is omitted, it defaults to true. Set it to "false" to match when the field did not change.

Example · Award points when the stage field changes (any change):

{
  "conditions": [
    {
      "field": "StageName",
      "operator": "isChanged",
      "value": "true"
    }
  ]
}

Example · Award points when stage changes to Closed Won:

Combine isChanged with equals to detect a specific change:

{
  "conditions": [
    {
      "field": "StageName",
      "operator": "isChanged",
      "value": "true"
    },
    {
      "field": "StageName",
      "operator": "equals",
      "value": "Closed Won"
    }
  ]
}

Example · Award points when a previously blank field gets filled in:

{
  "conditions": [
    {
      "field": "NextStep",
      "operator": "isChanged",
      "value": "true"
    },
    {
      "field": "NextStep",
      "operator": "isBlank",
      "value": "false"
    }
  ]
}

Rule Status

Rules can be set to:

Common Rule Patterns

Award points for creating leads

• Salesforce Object: Lead
• Trigger Type: Create
• Award Points To: Record Owner

Award points for closing deals

• Salesforce Object: Opportunity
• Trigger Type: Update
• Conditions: StageName isChanged = true AND StageName equals "Closed Won"

Award points for completing tasks

• Salesforce Object: Task
• Trigger Type: Update
• Conditions: Status equals "Completed"

Award points for logging meetings

• Salesforce Object: Event
• Trigger Type: Create

Award points for high-value closed deals

• Salesforce Object: Opportunity
• Trigger Type: Update
• Conditions: StageName isChanged = true AND StageName equals "Closed Won" AND Amount greaterOrEqual "50000"

Award points for updating next steps

• Salesforce Object: Opportunity
• Trigger Type: Update
• Conditions: NextStep isChanged = true

Best Practices

• Use descriptive names that explain the behavior being rewarded
• Deactivate rules while configuring, then activate when ready
• Choose the appropriate Actor Mode for your use case (usually Record Owner)
• Test rules in a sandbox before activating in production
• Combine isChanged with equals for stage-based rules to prevent points on repeated saves without actual changes
• Combine conditions to be specific: broad rules create noise

Next Steps

• Core Concepts: Rules
• Challenges Field Reference
• Ledger Field Reference
• Glossary: Definitions for terms like Operator, Condition Group, Dedupe Key