Manage Business Rules

Manage Business Rules

What is a business rule?

A business rule helps you trigger one event or a chain of automated events when a defined action occurs in a job. For instance, when a job assignee is updated, you might want to change the job’s supervisor too. In cases like this, business rules  can help complete automated updates for you.

  

Add business rule 

  1. Navigate to   and select Automation from the left panel.
  2. Under Business Rules, click the Add Business Rule button.
  3. Fill in the details:
    • Rule Details: Explain your rule here.
      • Layouts : Select a layout to apply this business rule to. 
        • If no layout is selected, the business rule will be applicable for all the layouts.
      • Name : Enter a name for the business rule.
      • Description : Type a few words describing this rule.
      • Execute When : Business rules can be executed when creating a job, updating a job, updating a field, adding a comment, or updating a comment. Select a suitable condition for triggering this business rule. 
      • Click Next to proceed to the next section.
 
  • Criteria and Actions: Criteria helps you filter jobs and Actions lets you perform updates on the filtered jobs. 
    •  Criteria can be set using any of the following options:  
      • Jobs meeting certain criteria: Choose this option to filter jobs based on specific criteria.  
      • All Jobs: Choose this option to include all jobs.  
      • Jobs that do not meet any of the above criteria: This option appears when more than one criteria is added. Choose this option to filter jobs that do not fit any other criteria configured in the business rule. This option will be considered only if all other options are not true.  
    • Once a criteria is set, you can configure corresponding Actions for the criteria.  
      •   Instant Actions: Sets up actions to be triggered instantly once a business rule is triggered.  
      • Schedule Actions: Sets up actions to be triggered at the scheduled time after a business rule is triggered.  
        • The minimum schedule period is 15 minutes. 
        • Only 2 sets of actions can be scheduled.  


                        Here's the list of things that can be configured: 
  • Send email : Trigger an email to users of the portal. Learn more about email alerts.
  • Update fields : Modify the values of different fields in a job. Learn more about field updates.
  • Configure webhooks : Trigger webhooks to communicate with custom or third-party applications. Learn more about webhooks.
  • Associate custom functions : Develop and execute user-defined functions using Zoho's online scripting language, Deluge. Learn more about custom functions.  
  1. You can reorder the criteria list to maintain priority. 
  2. The option 'All Jobs' will be available only in the first criteria. Once this option is selected, no other criteria can be added. 
  3. Once the option 'Jobs that do not meet any of the above criteria' is selected, no new criteria can be added.  
  4. Only 10 criteria can be added to each business rule. 
  5. Usually, custom functions cannot use the value of Comment or Comment ID. However, on configuring a Business Rule with execution condition- ‘Adding or updating a comment’, Comment and Comment ID values can be used while Associating Custom Functions.  
We've also complied a business scenario on using 'Business Rules in Orchestly' in our community forum.

Edit business rule

  1. Navigate to   and select Automation from the left panel.
  2. Under  Business Rules , select a business to edit.
  3. Make your modifications and then click Save.

Clone business rule

  1. Navigate to   and select Automation from the left panel.
  2. Under Business Rules, mouse over the business rule and click  .
  3. Select Clone from the pop-up.
  4. A default name will be generated for the rule. You can customize this.
  5. Once the changes are done, click Save.  


Filter business rules using layouts

  1. Navigate to   and select  Automation from the left panel.
  2. Under  Business Rules , click the   next to  All Layouts. 
  3. Select a layout to view the business rules available under this layout.



Reorder business rules

  1. Navigate to   and select Automation from the left panel.
  2. Under Business Rules, click the   to the left of Business Rule Name.
  3. Drag and drop the business rules to reorder.
  4. Click Save.


Deactivate business rule

  1. Navigate to   and select Automation from the left panel.
  2. Under Business Rules, toggle the button under the Active column to activate or deactivate the corresponding rule.


Delete business rule

  1. Navigate to   and select  Automation from the left panel.
  2. Under  Business Rules , mouse over the business rule to view  .
  3. Click the icon and select  Delete from the pop-up.
  4. Confirm deletion.
 

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