Difference between revisions of "Scheduled Rules"
From AgileApps Support Wiki
imported>Aeric |
imported>Aeric |
||
| Line 15: | Line 15: | ||
====Execution Criteria==== | ====Execution Criteria==== | ||
{{:Rule Criteria}} | {-{:Rule Criteria}} | ||
====Actions to Perform==== | ====Actions to Perform==== | ||
{{:Rule Actions}} | {-{:Rule Actions}} | ||
====Example:Assign Cases to a Review Team==== | ====Example:Assign Cases to a Review Team==== | ||
| Line 24: | Line 24: | ||
{{TBD|}} | {{TBD|}} | ||
<noinclude> | |||
[[Category:{{HD}}]] | |||
</noinclude> | |||
Revision as of 21:12, 5 December 2012
> Customize > Scheduled Rules
Scheduled Rules let you carry out a series of actions on specific dates and times. They can be set up to repeat. For example, you can create a Scheduled Rule that runs automatically, once a month, to assign all recent cases with a dissatisfied customer to a Review team.
To create or modify a Timer Event:
- Go to
> Customize > Scheduled Rules - Select an existing rule, or click [New Rule]
- Fill in the information below
- Click [Save]
Basic Information
- Name - Give the timer event a name.
- Activation Date and Time- Designate the date and time at which the Rule is in force.
- Repeating Frequency - Choose how often to repeat the rule: Daily, Weekly, Monthly, or Yearly.
Execution Criteria
{-{:Rule Criteria}}
Actions to Perform
{-{:Rule Actions}}
Example:Assign Cases to a Review Team
This rule runs once a month. It assigns all recent cases with a dissatisfied customer to a Review team.
__TBD__