Transaction Worklist Configuration

Summary

Documentation on how to create / edit rules in the Transaction Worklist

Content

I am trying to edit a Personal Information rule in the Transaction Worklist so that when someone creates a new visa in the system, it's routed for the appropriate reviews and approvals. However, we are having issues with configuration. For example, we know how to create a rule to route for approval when pre-existing data changes, but everytime someone clicks the "+" sign and adds a brand new one, the rule errors out.

Does anyone have good documentation on this area of the system? I've searched but found nothing. Something that explains how to edit the rulesets (and hopefully also explains the other options like globals, bucketsets, links, and decision functions).