Configuring rules

You can configure rules that are triggered when a qualification is met. For example, you might trigger a message to appear when an HR agent submits a high-priority case.

To add a rule

  1. Select Actions > System Settings from the main BMC HR Case Management window.
  2. Select Application Settings > Rules.
  3. Click New.

  4. In the Rule Details section, complete the following fields:

  5. In the Rule Name field, enter a name.
  6. From the Form Name list, select a form that you want to create a rule for.
    For example, to add a rule for cases, select the COL:CASE:Case form.
  7. From the Trigger On list, select a trigger:
    • Submit
    • Modify
    • Submit & Modify

  8. In the Trigger Qualification field, enter a qualification, for example:
    'Priority' = "1 - High"
  9. To add an action that occurs when the rule is triggered, under Action Details, click New.
    The Form Name field contains the name of the form you selected for the rule.
  10. In the Action Description field, enter a description for the action.
  11. From the Action Type list, select an action to be done:
    1. To send an alert, select Message, and complete the fields that appear:
      • Message Type – Select a type: Error, Warning, or Note.
      • Message Text – Enter the text of the message that will appear when the rule is met.

         

    2. To change some of the available fields in a selected form, select Set Fields, and complete the fields that appear:
      • Field Name – Select a name of the field that you want to set.
      • Set Fields Type – Select a field type: Field or Fixed, and enter the appropriate values in one of the following fields appropriately:
        • Field Value
        • Fixed Value
  12. Click Save & Close.
  13. Repeat steps 8 through 13 for each action that you want to add.
  14. Click Save & Close.
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Comments

  1. Anuj Dua

    Rule appears to be similar to Active links

    Can anyone explain under what condition, we have to use rules over active link?

    May 07, 2018 01:11
    1. Olga Kutetska

      Hello, Anuj!

      I am not sure what you mean by active links. I suppose this is the AR System functionality (see Understanding the working of buttons and menu items with active links). I do not know how it is related to rules in BMC HR Case Management.

      By configuring a rule, you configure the alert notifications that are displayed when a certain event happens. Click  the Click here to view how the alerts look like..., and check the screenshot of the alert notification. 

      If my reply is still not helpful to you, can you kindly provide more details. 

      May 08, 2018 05:37