Using Rules

You can specify conditional rules for how fields behave. Your screens can display different fields, or make them mandatory or optional depending on dynamically changing conditions you specify.

You can learn more about using dynamic logic in this . (Please note: this video tutorial is from an older version of ASM, vFire, but is still relevant)

Configure a Rule

Select the Rules tab.
Double click on an existing rule if you wish to update it, or select Create New to create a new rule.
The Field Rule Configuration window appears.
Provide a name for the rule if you are creating a new rule.

IMPORTANT NOTE WHEN NAMING YOUR RULES

When creating rules and fields in ASM Designer, it's crucial to avoid using certain special characters in the name such as:

Period (.) Used to delineate object names (tables) and can lead to parsing errors

Comma (,). Used by SQL when parsing and can cause unexpected behavior

Percent Sign/Symbol (%) Used in LIKE clauses for pattern matching

Dollar Sign/Symbol ($). Used in SQL to denote an internal system catalog view

At Sign/Symbol (@) the @ symbol is used to declare a variable

Double quotes (") Used for string literals

Single Quotes (') Used for object identifiers

Forward Slash and Back Slash (/ and \ ) Arithmetic operators and escape characters.

Semicolon (;): Used to separate statements.

Square brackets ([ ]): Used in LIKE clauses for pattern matching.

Asterisk (*): Used in SELECT statements to select all columns.

Double-Hyphen (--): Used for comments when doubled (--), and can be misinterpreted.

Plus (+), minus (-): Arithmetic operators.

These characters are reserved and have special significance in SQL, the language used for managing and manipulating databases. If these characters are included in a field name, particularly at the start. They are automatically added to the database name as-is. Their use can lead to potential issues or errors in SQL operations because these characters might be interpreted in a way that was not intended, affecting the execution of SQL commands. A common observation, for example, is that rules with a comma in the rule name are often "invisible" and inaccessible through the UI.

To ensure smooth operation and to avoid database errors, it's recommended to refrain from using these characters in names. A better option is to use the Underscore (_).

Select the Boolean Rules Builder editing box.
1. Scroll to view a list of all possible values from a multi-tiered list, and choose the field for which you want to create a rule.
2. In the next field, select an operator. The operators you can pick depend on the item you selected. You can pick from standard boolean values: =, <>, <=, contains, starts with, ends with, and so on.
3. Select the value or criteria for the field from the drop-down list in the next field.

The items you can select are filtered to show relevant fields of the same data type as the selected field. If an item is not available for selection it is shown in italics allowing you to expand the next tier in a multi-tier list to choose an item from a lower tier.

For Example, here we can see Closed Analyst is not a valid selection, but if we drill in to it using the black arrow, the Closed Analyst's Default Group is.

Add further criteria by selecting the And, Or or Not buttons and repeat step 4.

NOT statements will be evaluated before AND, and AND before OR.

Group your criteria if necessary using the Group button. This will insert parentheses around the selected part of a statement.
When you are done select Save.

About Grouping Criteria and the Order of Operations

Order of Operations

Those criteria contained within the parentheses (Grouped) are evaluated first and the result then processed as part of the entire statement with NOT having the highest priority, followed by AND, and then OR.

For example, if we wanted to compose a rule that evaluated true when 2 conditions are true: 1. the call logged was not critical and 2. it did not come from either the BAU Support or the Cloud Support pipelines, we will have to group the statement to get it to evaluate in the correct order.

EXAMPLE:

NOT ({:Call Priority} = "1 Critical"

AND NOT ({:Call Source} = "BAU Support"

OR {:Call Source} = "Cloud Event"))

We can see here that there is a group inside of a group. *All criteria in parentheses are evaluated first and within that, the order of operations begins with the NOT statements.

Let's break it down:

NOT ({:Call Priority} = "1 Critical"

In this case, the first thing evaluated is the first grouping "Call Priority is not equal to critical"

AND NOT

Next the AND is evaluated according to the order of operations, and because the statements that follow are also grouped, they will be evaluated on the whole.

({:Call Source} = "BAU Support"
OR {:Call Source} = "Cloud Event"))

Because this line is preceded by "AND NOT", we are evaluating for everything not equal to BAU Support OR Cloud Event.

The final result is that this rule is looking at non-critical tickets where the call source is not BAU Support or Cloud Events.

To Group Criteria

Select the content to group using your keyboard or mouse
Click "Group"

Apply a Rule to a Field or Section

Apply the rule to the relevant field by selecting the field. The Field Settings tab is automatically displayed.
In the Field Settings, use the drop-down lists to select where to apply the rule. Different field types display the option to apply a rule in slightly different ways.