You can now group together multiple process rules into a process ruleset with a defining entry and exit criteria. The video and explanation below will walk you through the benefits of a ruleset, terminology, and how to create a ruleset.

• Benefits:

  • Easier maintenance and less human error:

    • Updates: When shared logic needs to change, update the entry/exit criteria once in the ruleset, instead of editing each individual rule.

    • Duplication: Centralizing shared logic ensures it stays identical across all mapped rules, reducing manual work and the risk of inconsistencies.

  • Better organization and readability:

    • Grouping: Related rules live together under one ruleset, making the intent and scope immediately clear.

    • Clean: Since global entry/exit criteria handle shared conditions, each mapped rule only contains its unique logic, keeping rules shorter and easier to audit.

    • Exclusions: Exit criteria lets you globally exclude record types (test records, specific pipelines, team-owned records, etc.) in one place, rather than relying on each individual rule to have exclusions correctly applied.

• Rulesets:

  • Both the entry and exit criteria are optional and will be globally applied to all process rules mapped inside of the ruleset.

    • Entry criteria - Ask: Who does this ruleset apply to?

    • Exit criteria - Ask: What types of records should be excluded from this ruleset?

    • Mapped rules - Process rules that have been added to a given ruleset.

• How to create a process ruleset:

  1. Navigate to Process Rules (Processes → Process Rules)

  2. Click Create, Click Create Ruleset.

  3. Give this ruleset a name and description.

  4. Select the provider (HubSpot or Salesforce) and object type you want for this ruleset.

     • Optional: Click Save & Close to be redirected to the new ruleset page and build it out there or continue building in the set-up box.

  5. Click Add Criteria. Begin to build out your entry and exit criteria based on who the ruleset will apply to and what types of records you want to be excluded.

  6. Next, click Add Rules. Add any process rules that you want to be associated with this ruleset.

     • Note: Any rules that you add to a ruleset will be removed from any process board association.

     • Pro Tip: Add rules into a ruleset and then add that ruleset into a process board.

  7. Click Save & Close.

• Within the ruleset page:

  • Edit the entry & exit criteria, as needed.

  • Modify which process rules show within a ruleset, as needed.

  • Create a new process rule from scratch that gets automatically added to the ruleset.

  • Edit process rules directly from the ruleset page.