Rules Usage can encompass the automation of workflows within Eccentex AppBase. This involves defining rules that dictate the sequence of actions or tasks to be performed when specific conditions are met. For example, when a new customer inquiry is received, a rule can trigger an automated process that assigns it to the appropriate team member, sends an acknowledgment email, and sets a follow-up reminder.
Eccentex AppBase allows users to define custom business logic using rules. This means that unique business processes and decision-making criteria can be encoded into rules, ensuring that the platform adapts to an organization's specific needs.
List of Usages
The following table lists available rule functions and their meanings.
|This rule type is used for letter generation, email generation, or to generate some other type of content. For this type, you need a template that references a bookmark. A template contains standard placeholders. Placeholders are areas that a system must fill with some additional information. A placeholder is then linked to the bookmark. You define a bookmark name and link it to a rule. The rule specifies how to extract the data from the system.
This rule allows you to define some business constraints. For example, you could say that this account must contain a minimum of 10,000 dollars, or this account must have at least two customers, or this account must exist in some area or zip code. A constraint is always either True or False. The system, at runtime, calculates whether the condition is true or false. The result is always Boolean.
Rules that interact with background processing events.
Business Object Attribute Constraint
Same as for Business Object but applies to attributes.
Business Object Create
Most commonly used. Creates a business object.
Business Object Delete
Deletes a business object.
Business Object Insert
Inserts a business object
Business Object Update
Updates a business object
Business Relation Constraint
Constrains a business Relationship. For example, you might want a Customer-to-account relationship to contain no more than five accounts.
Business Relation Link
Creates a link between business objects
Business Relation Unlink
Removes the link between business objects
This rule is used for processing data that comes from outside the system. It specifies how you want to capture and bring data into the system.
Empty rule type
This means you can define the logic for a specific field value calculation.
This is a general configurable rule type
Scheduled tasks inside a task scheduler will use this rule. For example, suppose a case must be processed within 30 days of a service agreement. You can schedule a task that iterates through all cases and locates any cases not processed within 30 days. If not processed within the time period, the system might send an email or other communication.
Workflow Activity Finalized Event
Use this rule to create functionality when a Workflow Activity Finalize event is fired. This event occurs when a work item leaves the activity.
Workflow Activity Initialized Event
Use this rule to create functionality when a Workflow Activity Initialize event is fired. This event occurs when a work item arrives to the activity.
Workflow Activity Routing Event
Use this rule to create functionality that executes when a work item moves from one Activity to another.
Workflow Activity Validate Send
Use this rule to create functionality that determines and checks the criteria needed to move the work item from one Activity to another.
Workflow Create Workitem
Use this rule to create functionality that executes when a work item is created.
Workflow Delete Workitem
Use this rule to create functionality that executes when a work item is deleted.
Use this rule to create functionality that executes when Workflow for a specific work item is completed.
Use this rule to create functionality that executes when Workflow for a specific work item is initialized.
Workflow Load Workitem
Use this rule to create functionality that executes when a work item is loaded for processing.
Workflow Transition Send
Use this rule to create functionality when a Workflow Transition event is fired. This event occurs when the work item is sent from one activity to another through a specific transition.
Workflow Transition Validate Send
Use this rule to create functionality that determines and checks the criteria needed to move a work item from one Activity to another through the selected Transition.
Workflow Update Workitem
Use this rule to create functionality that executes when a user or workflow updates a work item.