Exercise 06: Defining Rules
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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, …)
- Types of Business Rules:
- A Rule Set is a collection of Business Rules
Powerful Business Rules – No Coding
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
- When a specified Expression is true
- Offers spreadsheet-style formulas, with functions and logical operators
- More powerful, but harder to create and read
- When a specified Expression is true
Setting up a Condition
- Select record fields or lookup-target fields (5 deep)
- For example: Manager’s email address
- For example: Manager’s email address
- Select record fields or lookup-target fields (5 deep)
- Operators and options depend on the type of field:
- Operators and options depend on the type of field:
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
- in a Rule Set only—used when called by a Process
Event Rules
Executed at the occurrence of an Object-related event
Scheduled Rules
- Execute action(s) at specified times
- Repeat actions as needed
- Execute action(s) at specified times
- 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)
Rule Sets
Exercise
This exercise contains three parts: