Business Rules Examples


In a Nutshell

In addition to the Sample Rules, the following business rule examples can be used as described in the following table below:

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Description Trigger (WHEN) Action (THEN) Picture of Configuration Complexity of Rule JSON File to Upload
When a new Activity is created, then BR will make a new ServiceAssignment linked to the Activity. Activity Created (Create) ServiceAssignment Object

Basic
When an Activity is Cancelled then a detailed email will be sent to the responsible person. Activity is Cancelled (Send Email) to Requester (CC Current User)

Basic
When an Activity is released to a technician, send an SMS to notify them. Activity is released or modified (Send SMS) Inform technician via SMS

Basic
When Activity is closed then build and email the checkout report. Activity Updated (Build report) Send checkout report to email

Basic
When new Activity is created and the linked Service Call status is 'On hold', then update the SC to 'Ready to plan'. Create Activity (Update) Set ServiceCall from “On_hold” to “Ready to plan”

Basic
Validate the Activity feedback status, then update the Service Call status if okay. Technician checks out and ActivityFeedback is not incomplete (Object Update) Set ServiceCall status to “Technically complete”

Basic
If the spare parts section of a checklist is filled out, then email a report of those required parts. Checklist is Closed AND a element is not empty (Build Report) Send to Email and attach to Activity

Medium
When the Activity is checked out, then send a report including UDF details. Checkout of Activity (Send Email) with UDF parameters and attach report to activity

Medium
Use JavaScript search function to indentify incomplete Activity Code, then trigger email notification. (JS search() function) Technician sets incomplete ActivityCode (Send Email) to dispatcher

Medium
Use JavaScript search function to indentify incomplete Activity Code, then update Service Call status. (JS.search() function) Technician sets incomplete ActivityCode (Update) ServiceCall call status to “On Hold”

Medium
Use Scheduled rule to check for Pending Approvals, then update with HTTP request to Approved. (Scheduled) Activity Closed (HTTP Request) Approve all Efforts

Medium
If new SC is created with certain UDF linked, then change the status and email with reason. (UDF Check) SC Created check UDF status (Send Email & Revert SC) Current User and reject SC

Medium
If the released Activity is missing skills, then send email to current user. Activity is missing Skills on Release of either one Activity linked to a Service Call (Send Email) Send E-Mail to Current User

Complex
Use Java Script indexOf function to validate data, then send email notification. (JS .indexOf() function) Check if Service Call cannot be Approved due to invalid or missing Data (Send Email) to Current User and reset Service Call

Complex
Scheduled rule to check all created checklist instances from today's, and email summary report. Scheduled check if any value in all checklistsInstances = today’s date (Send Email) for all checklist ID’s with current date

Complex
Automatically generate a checklist Summary Report as PDF file and attach it to the main Activity on which the ServiceCheckout was done. Main Activity is checked out Create a Checklist Summary report

Medium
Send all Reports from a ServiceCheckout automatically to a specified MailAddress. This Rule will work for GroupCheckout or Single Checkout.

Will take the ServiceReport and all Checklist Reports.
Master Activity is Closed Send a service checkout report with all Attachments of a group checkout

Medium
Skill management interface with ERP.

activity upload from ERP delete all exisiting requirements and replace with requirements stored in comma-separated UDF list.

In case the list contains a tag that cannot be found, add "MissingMD" tag to activity requirements.
Object Upload From ERP Connector
  1. Delete exisiting skills (mandatory / optional)
  2. Identify tag ID's based on comma separated UDF and add them to the activity
  3. In case one or more tags from the list could not be found, add a requirement "Missing MD" to the activity.


Complex