Exercise 06: Defining Rules

From AgileApps Support Wiki

Introduction

AgileApps Business Rules and Rule Sets

  • A Business Rule is an if-then statement that says:

"If one or more conditions are met, then take one or more specified actions"

  • Types of Business Rules:
    • Event (record added, record updated, …)
    • Scheduled (every Wednesday at 3 pm, …)
    • Timer (2 days after Case closed, 3 hours before Task is due, …)
  • A Rule Set is a collection of Business Rules

Powerful Business Rules – No Coding

Update Record Created Event Rule.png

Execution Criteria

  • Unconditionally (Always)
  • When specified Conditions are true
    • You select a field and compare its value to one or more values
    • Easy to create and read

Conditions.png

  • When a specified Expression is true
    • Offers spreadsheet-style formulas, with functions and logical operators
    • More powerful, but harder to create and read

Expressions.png

Setting up a Condition

  • Select record fields or lookup-target fields (5 deep)
    • For example: Manager’s email address

Choose Field.png

  • Operators and options depend on the type of field:

Execution Criteria.png

Actions to Perform when Execution Criteria is Met

  • Set Priority*
  • Change/Set Process Status*
  • Add Record*
    • to an arbitrary object
  • Update (current) Record*
  • Add Note
  • Assign to User
  • Assign to Team
  • Send Email
    • Example: to record owner or owner’s manager
  • Create Task
  • Start Process
  • Execute Rule Set
  • Invoke Method
  • Execute Web Service
  • Return Process Decision Value
  • Return Step Owner
    • in a Rule Set only—used when called by a Process

Actions to Perform.png

Event Rules

Executed at the occurrence of an Object-related event

Business Rules.png

Scheduled Rules

  • Execute action(s) at specified times
    • Repeat actions as needed

Business Rules to Execute.png

  • Selects all records that match the execution criteria
  • Runs the rules on each record in turn

Timer Rules

Execute at a scheduled time before or after a designated milestone (status)

Timer Rules.png

Rule Sets

  • A collection of one or more Rules (referenced by another Rule or a Process)

    Business Rules Rule Sets.png

  • Extra actions available:
    • Return Process Decision Value (to choose a process decision branch)
    • Return Process Step Owner (to assign a Task in a process step)

Update Rule Sets.png

Exercise

This exercise contains three parts:

Warn.png

Important:
For this exercise - and any exercise where you use the Process Model Editor - use Mozilla Firefox or Google Chrome as your Web browser.


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