Difference between revisions of "Scheduled Rules"
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'''[[File:GearIcon.png]] > Customize > Scheduled Rules''' | '''[[File:GearIcon.png]] > Customize > Scheduled Rules''' | ||
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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 | 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 one that runs once a month to assign all recent cases with a dissatisfied customer to a Review team. | ||
To create or modify a | To create or modify a Scheduled Rule: | ||
# Go to '''[[File:GearIcon.png]] > Customize > Scheduled Rules''' | # Go to '''[[File:GearIcon.png]] > Customize > Scheduled Rules''' | ||
# Select an existing rule, or click '''[New Rule]''' | # Select an existing rule, or click '''[New Rule]''' | ||
Revision as of 00:30, 18 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 one that runs once a month to assign all recent cases with a dissatisfied customer to a Review team.
To create or modify a Scheduled Rule:
- 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__