Part 2 - Defining Workflow Criteria Rules
The Workflow Criteria Rules window enables you to define the criteria for your IPK rules that will trigger the linked workflow you built in Part 1.
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The Workflow Criteria Rules window enables you to define the criteria for your IPK rules that will trigger the linked workflow you built in Part 1.
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Select and then Admin. From the submenu, access IPK Workflow Rules
Click IPK Rules to Workflow Mapping
Click the + to add a new rule
Give a title and brief description of the workflow rule in the Rule Title and Description fields.
Then complete the rule details.
Select an Item
Select the call field on which you want to base this rule
Relationship
Select the operator from the drop-down list.
The operators displayed in this list depend on the field selected in the Item list.
Value
Select a value for the Item you selected earlier.
Your rule will now read <Item><Operator><Value>. Example: IPK Status = Incident.
Click Add to List. Your rule appears in the browse table next to the buttons. It displays the Item, Relationship, and Value. When you select a row in the browse table, the details are automatically updated in the Item, Relationship, and Value fields. If you want, you can edit the fields, and click Update. The row in the browse table is updated.
Repeat to create additional rules.
When you define more than one rule, the rules are used in conjunction. If you was to build a more complex rule, select the "Rules Builder" instead of a specific field.
Click Save. The IPK Rule Mapping window appears with the browse table updated to show the rule you just created. You can now link workflows to this rule.
To delete a rule, select it in the browse table and click Delete Rule. Click Save.
The available operators in the Relationship list will vary depending on which field you have selected from the Item list. For example, if you have chosen IPK Status from the Item list, the only operators applicable will be = and <> (equal to and not equal to). It wouldn’t make sense to have a particular IPK status greater than or equal to another status.
The full list of operators is as follows:
=
Equal to
<>
Not equal to
<
Less than
<=
Less than or equal to
>
Greater than
>=
Greater than or equal to
Equal & Below
Equal tier as that specified or lower. This operator is only present when Call Type or Solution Type is selected from the Item dropdown.
