Building Logic Blocks

How do I create Logic Blocks?

In ACE, Logic Blocks enable users to retrieve specific groups of accounts based on stored field values. Once created, a Logic Block can be saved for future use in the following ways:

• As a report: Run the Logic Block and export the results.

• In a job: Use it within an action path workflow.

• In an action path: Apply Logic Block conditions to limit parts of the action path.

• In the account manager: Perform one-time actions on the group of accounts.

 How to Create a Logic Block

1. Go to Workflow → Logic Blocks → New

2. Enter Label

3. Description

4. View Role ID (Optional): Specify a role if you want to limit which users can view and use this Logic Block. Only users with the selected role will be able to access it from various ACE menus, such as Account Manager, Jobs, Action Paths, Bundle Groups, and VA 2.0 Profiles. If left blank, all users with Logic Block access can view and use it.

5. Edit Role ID (Optional): Specify a role if you want to limit who can edit this Logic Block. Only users with the selected role will be able to make changes to it in the Logic Builder. If left blank, all users with edit permissions can modify the Logic Block.

6. Return Primary Account Only: check if yes/leave blank if no

7. Add Field: specify the logic and conditions to be applied to the accounts

8. Click Apply

9. Click Test: review your logic block and make any necessary changes

10. Click Save when you are satisfied with the Logic Block

Permission Roles

Only users having a permission role with the "LOGIC_MANAGE" permission will be able to see, populate and save role selections to:

• View Role ID

• Edit Role ID