Creating Rules

Rules can be added at any level in the workflow hierarchy or for any auxiliary table. When you create rules for primary items, you can add a rule at the Base Workflow level so that it is inherited by any further derived workflows for that primary item, or application, type. You can then override the rule in sub-workflows.
Tip: For organizational purposes, it is often better to create a rule at the workflow level where the rule will be used.

Use the following steps for creating When rules, which determine when a notification will be generated, and Termination rules, which determine when escalations will stop being sent.

To create a rule:

  1. Do one of the following:
    • Add or edit a notification for a workflow or auxiliary table, and then click the plus sign located to the right of the When list.
    • Select the Rules button on the Notifications view toolbar, select a workflow or auxiliary table, and then click Add.
      Tip: To create a rule that can be used by all workflows in a process app, select All Workflows at the top of the Process Apps/Applications list, and then click Add.
  2. In the Title box, provide a name for the rule. For best results, the name should clearly state the rule's purpose, such as "Critical Item Is Closed."
  3. In the conditions area, create one or more conditions that make up the rule. For example, "Severity Is Equal to Critical" and "State Changes to Closed" could be conditions for the "Critical Item Is Closed" rule. For guidance on defining conditions, refer to Condition Settings.
  4. As each condition is defined, click Add to add it to the list. To reorder conditions, select one in the list and then move it up or down.
  5. Add operators and parentheses to further refine the rule. For the example above, use the "And" operator to combine the two conditions.
  6. Save your changes.
  7. If you created the rule from within a notification, select the name in the navigation links to return to the notification. image