Rule Context for Onboarding 2.0 is not set to No

[Parul3]

Hi ,

We have a rule configured in EC which sets the email adress , email type and IsPrimary to visibility to None.

This Rule is impacting Onboarding too, hence I tried to go to Rule Context and set Onboarding = No. it Threw a warning that Rule Context is not supported of event type "OnInit".

We dont want this rule to be enabled in Onboarding but it should remain functioning in EC due to GDPR. How can we achieve this ?

Would appreciate your help.

Thanks and Regards,

Parul

[laieq · Accepted solution]

Here are a few approaches you can consider:
1- Use a Conditional Check Inside the Rule

Since you can't use the rule context directly for OnInit, you can add a condition inside the rule to check whether the process is part of Onboarding. For example:

• Use a field like eventReason, userType, or a custom flag that distinguishes Onboarding users.
• Add a condition like:

  IF userType != 'ONB' THEN

     Set email visibility to None

This way, the rule logic itself excludes Onboarding scenarios

2- Use a Custom Field or Flag

If no existing field can distinguish Onboarding users, consider:

• Creating a custom field (e.g., isOnboardingUser) that is set during the Onboarding process.

Use this field in your rule condition to bypass the logic for Onboarding users.

3- Split the Rule Logic

If the rule is complex, consider splitting it into two rules:

• One rule scoped only for EC (with the GDPR logic).
• Another rule (or none) for Onboarding, depending on your needs.

[Parul3 · Accepted solution]

Hi laieq, Thanks for the solution. Will try these logic and check if its working. However I tried to build the logic below.

[Parul3 · Accepted solution]

Under If Condition 1. Select Lookup (Process). 2. Select Ready to Hire = Yes 3. in Where select Process Type = Onboarding.

[Parul3 · Accepted solution]

Hi laieq, Could you please help me with a screen shot of the conditions specified in the rule.

[Parul3 · Accepted solution]

I am not able to find the usertype while configuring the Rule