Configure business rules

HomeDocumentationCONFIGURINGConfigure business rules

Create a business rule

1 views /  0 like /   admin/

The Business Rules module offers flexibility and customization, for example, in the management of references, files and intervetnions. It enables users to define business rules specific to their company, and to automate actions within the solution.

 

This feature is not available on the Mobile version.

 

1. In the menu on the left of the screen, click on Settings then on Business rules.

 

List of business rulesList of business rules

 

2. Click on Create a business rule.

 

3. Go to Informationto create your new business rule:

  • Business rule name
  • Select whether the business rule is Activated or Disabled
  • Select the type of action to activate the business rule

 

List of available trigger actions :

  • Folder: Creation or Modification
  • Users: Creation or Modification
  • Order: Create or Modify
  • Intervention : Creation
  • Reference : Creation or Modification

 

4. In the Conditions tab section Conditions tab, complete the information required to define the business rule application criteria:

  • New or a Old value : The update will be performed with respect to the old or new value.
  • Field: Field selection field on which the business rule will be based
  • Selection of application criteria
  • Definition of the value to be applied

 

5. Go to Actions to be carried out, enter the actions to be taken if the criteria defined in section Conditions section are validated:

  • Type of action : selection of the action to be carried out if the criteria are validated
  • Field : Field in which the action will be carried out
  • Value : Value to be updated (not applicable if action type is Empty field)

 

List of available action types :

  • Display an error
  • Making it compulsory
  • Update
  • Empty the field
  • Increment field

In the example below, we’ll set up a new business rule to automatically move a reference relative to the Status field value.

 

6. Go to Informationcomplete the information required to create your new business rule:

  • Business rule name : Automatic location update
  • Trigger action : Update a reference
  • Business rule status : Activated

 

Create a business ruleCreating a business rule

 

7. In the Conditions tab section Conditions tab, complete the information required to define the business rule application criteria:

  • New value
  • Field selection : Status
  • Criteria selection : Contains
  • Value applied : In stock

 

8. Go to Actions to be carried out, section, enter the actions to be taken if the criteria defined in the Conditions section are validated:

  • Type of action : Update
  • Field : Stock name
  • Value : WAREHOUSE

 

Creating business rule conditions

 

9. To check that the business rule has been correctly applied, click on Folders and change the status of a piece of equipment.

 

Result of automatic location change

 

In the example below, we’re going to set up a new business rule to implement a consistency check on the relationship between the identifier and the brand of a piece of equipment.

 

6. Go to Informationcomplete the information required to create your new business rule:

  • Business rule name : Brand field consistency check
  • Trigger action : Create a reference
  • Business rule status : Activated

Business rule - brandCreating a business rule

 

7. In the Conditions tab section Conditions tab, complete the information required to define the business rule application criteria:

  • New value
  • Field selection : Identifier
  • Criteria selection : Contains
  • Value applied : DELL

 

8. Click on Add a condition to add a criterion:

  • New value
  • Select the relevant field : Brand
  • Criteria selection : Does not contain
  • Value applied : DELL

 

9. Go to Actions to be carried out, section, enter the actions to be taken if the criteria defined in the Conditions section are validated:

  • Type of action : Display error
  • Field : Brand
  • Value : Wrong value

Creating business rule conditions

 

10. To check that the business rule has been correctly applied, click on Files and create a new equipment record.

 

Error message display

 

In the example below, we’re going to set up a new business rule to make a field mandatory in relation to the value of another field in a reference.

 

6. Go to Informationcomplete the information required to create your new business rule:

  • Business rule name : Make the Description field mandatory if the Status value is “Destroyed”.
  • Trigger action : Update a reference
  • Business rule status : Activated

 

Trade rule - DestructionCreating a business rule

 

7. In the Conditions tab section Conditions tab, complete the information required to define the business rule application criteria:

  • Type of action : Make it mandatory
  • Field : Description
  • Value: No action required

 

Business rule - Conditions

Creating business rule conditions

 

9. To check the correct application of the business rule, click on Files and create a new equipment record.

 

Business rule - Destruction verificationError message display

 

Automatic location update

In the example below, we’ll set up a new business rule to automatically move a reference relative to the Status field value.

 

6. Go to Informationcomplete the information required to create your new business rule:

  • Business rule name : Automatic location update
  • Trigger action : Update a reference
  • Business rule status : Activated

 

Create a business ruleCreating a business rule

 

7. In the Conditions tab section Conditions tab, complete the information required to define the business rule application criteria:

  • New value
  • Field selection : Status
  • Criteria selection : Contains
  • Value applied : In stock

 

8. Go to Actions to be carried out, section, enter the actions to be taken if the criteria defined in the Conditions section are validated:

  • Type of action : Update
  • Field : Stock name
  • Value : WAREHOUSE

 

Creating business rule conditions

 

9. To check that the business rule has been correctly applied, click on Folders and change the status of a piece of equipment.

 

Result of automatic location change

 

Display a customized error message

In the example below, we’re going to set up a new business rule to implement a consistency check on the relationship between the identifier and the brand of a piece of equipment.

 

6. Go to Informationcomplete the information required to create your new business rule:

  • Business rule name : Brand field consistency check
  • Trigger action : Create a reference
  • Business rule status : Activated

Business rule - brandCreating a business rule

 

7. In the Conditions tab section Conditions tab, complete the information required to define the business rule application criteria:

  • New value
  • Field selection : Identifier
  • Criteria selection : Contains
  • Value applied : DELL

 

8. Click on Add a condition to add a criterion:

  • New value
  • Select the relevant field : Brand
  • Criteria selection : Does not contain
  • Value applied : DELL

 

9. Go to Actions to be carried out, section, enter the actions to be taken if the criteria defined in the Conditions section are validated:

  • Type of action : Display error
  • Field : Brand
  • Value : Wrong value

Creating business rule conditions

 

10. To check that the business rule has been correctly applied, click on Files and create a new equipment record.

 

Error message display

 

Make a field mandatory

In the example below, we’re going to set up a new business rule to make a field mandatory in relation to the value of another field in a reference.

 

6. Go to Informationcomplete the information required to create your new business rule:

  • Business rule name : Make the Description field mandatory if the Status value is “Destroyed”.
  • Trigger action : Update a reference
  • Business rule status : Activated

 

Trade rule - DestructionCreating a business rule

 

7. In the Conditions tab section Conditions tab, complete the information required to define the business rule application criteria:

  • Type of action : Make it mandatory
  • Field : Description
  • Value: No action required

 

Business rule - Conditions

Creating business rule conditions

 

9. To check the correct application of the business rule, click on Files and create a new equipment record.

 

Business rule - Destruction verificationError message display

 

To continue browsing, here are a few articles related to this page: