Configuring rules

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.

    Click here to view how the alerts look like...

     

    1. 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.