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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:

  1. Go to {solution} > Case Types > {case type} > Timer Events
  2. Select an existing event, or click [New Event]
  3. Fill in the information below
  4. 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.