Assign Guidelines to Relationships

Next up in Orderful is the ability to assign guidelines to relationships!

In the past, every organization is Orderful was allowed to have only a single guideline per transaction type, which was applied to all your relationships with matching transaction type and direction.

Going forward, an organization can have many published guidelines of the same type, that are then assignable to a relationship. The process of creating a guideline remains unchanged:

• Go to the Guidelines settings page.
• Click "Create Guideline".
• Enter your guideline in draft mode.
• Publish the guideline when it's ready.

Published guidelines are not automatically enforced on your relationships. Instead, published guidelines are assignable to relationships, under relationship settings.

Once assigned, a guideline is used to validate data flowing through the relationship. For more information about guidelines, please see our Knowledge Base.