Difference between revisions of "Rule Sets"
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# Click '''[Save]''' | # Click '''[Save]''' | ||
====Rule Set Properties==== | ====<span id="return_type">Rule Set Properties</span>==== | ||
:* '''Title -''' The title you'll see when referencing the Rule Set in the {{HD}} interface. | :* '''Title -''' The title you'll see when referencing the Rule Set in the {{HD}} interface. | ||
:* '''Name -''' The name used by programmers. A default version of the name is created from the title, but it can be edited, if desired. | :* '''Name -''' The name used by programmers. A default version of the name is created from the title, but it can be edited, if desired. | ||
Revision as of 02:00, 17 April 2013
After the Rule Set is created, you can add Rules to it. The Rule Set can then be invoked as an action from another Rule, allowing a single Rule Set to be used in multiple contexts.
- Learn more: Rules and Rule Sets
Creating or Modifying a Rule Set
- Click [New Rule Set], or visit an existing one
- Fill in the Rule Set properties, below
- Click [Save]
Rule Set Properties
- Title - The title you'll see when referencing the Rule Set in the ServiceDesk interface.
- Name - The name used by programmers. A default version of the name is created from the title, but it can be edited, if desired.
- Enabled - Whether or not the Rule Set is currently in force. (Disable a Rule Set to temporarily deactivate it, without deleting it.)
- Use for Inbound Emails - The rules will operate on incoming email messages. (Email fields like To and Subject will be available for processing.)
- Return Type - If the Rule Set will return a value, specify the type of value -- Boolean (true/false), Number, String, Date, a User/Role, or None.
- Description - Write a descriptive summary here.
Rule Set Example
Here's a sample Rule Set that is intended to determine the owner for a case record:
