Difference between revisions of "Timer Rules"
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====Basic Information==== | ====Basic Information==== | ||
:* ''' -''' | :* '''Name -''' Give the timer event a name. | ||
:* ''' -''' | :* '''Enabled -''' Designate the event as enabled or disabled. (Disable it to keep it from firing, without deleting it. | ||
:* ''' -''' | :* '''Type -''' | ||
:* ''' -''' | ::* '''Case Timer Event -''' The elapsed time is relative to the overall case. | ||
:* ''' -''' | ::* '''Activity Timer Event -''' The elapsed time is relative to a specific [[Case Activity]] (choose which). | ||
:* ''' -''' | |||
:* '''Execute -''' Execute the Rule Set(s) associated with the event: | |||
::* The specified number of '''Hours''', '''Days''', '''Business Days''', '''Weeks''', or '''Months''' | |||
::* '''Before''' or '''After''' | |||
::* The value of the specified date/time field associated with the Case or Activity: '''Date Started''', '''Target Date''', or '''Deadline Date''' | |||
====Execute Rule Set==== | ====Execute Rule Set==== | ||
Choose one or more [[Rule Sets]] to execute when the specified time has elapsed. | Choose one or more [[Rule Sets]] to execute when the specified time has elapsed. |
Revision as of 21:26, 9 July 2012
{solution} > Case Types > {case type} > Timer Events
Timer events let you set up a schedule of actions to be carried out at specific times during the handling of a case.
Creating or Modifying a Timer Event
To create or modify a Timer Event:
- Go to {solution} > Case Types > {case type} > Timer Events
- Select an existing event, or click [New Event]
- Fill in the information below
- Click [Save]
Basic Information
- Name - Give the timer event a name.
- Enabled - Designate the event as enabled or disabled. (Disable it to keep it from firing, without deleting it.
- Type -
- Case Timer Event - The elapsed time is relative to the overall case.
- Activity Timer Event - The elapsed time is relative to a specific Case Activity (choose which).
- Execute - Execute the Rule Set(s) associated with the event:
- The specified number of Hours, Days, Business Days, Weeks, or Months
- Before or After
- The value of the specified date/time field associated with the Case or Activity: Date Started, Target Date, or Deadline Date
Execute Rule Set
Choose one or more Rule Sets to execute when the specified time has elapsed.