Scheduled Rules

> 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:

1. Go to > Customize > Scheduled Rules
2. Select an existing rule, or click [New Rule]
3. Fill in the information below
4. 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}}

Note: Scheduled Rules do not have an option to run unconditionally. Without a condition, a Scheduled Rule operates on every record, which can become computationally expensive.

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.

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