Configure related tables (optional) Why do I need related tables? The rule engine can check conditions not only on the primary table, but also on  related tables  (e.g. header/lines). You define these related tables in the template in the area: Related Tables (technically: "DXP Rule Set Tables") Add a related table In the template, in the section,  Related Tables  create a new line. Table ID  select (lookup). Define the relation to the primary table: Relation Field 1 (field number in the related table) Primary Field 1  (field number in the primary table) Optionally also Relation Field 2 / Primary Field 2 etc. Rule of thumb: Relation field(s) = "foreign key" in the related table Primary field(s) = the matching key/reference fields in the primary table Important: Without a correctly defined relation, the rule engine cannot cleanly evaluate fields of the related table against the current record.