Tag: business rules

Transform a Pseudo Relation into an Exclusive Relation

October 18, 2011 Recently I had the need to use a pseudo relation as part of a path evaluation (i.e. as part of a business rule path). But, the path evaluator can’t do this, because it’s not a “real” relation in the Clarify/Dovetail schema. Pseudo Relations I covered pseudo relations in my recent Schema 201 webinar, but lets give a quick review. A pseudo relation is a sort of schema hack that implements a relation using two fields. One field holds the type_id of the object that we want to relate to, and one field holds the objid of the object. These pseudo relations were a bit of a data modeling hack, before exclusive relations. Pseudo relations are nice, because we don’t have to create a new physical column for a relation, and we can relate to any other object in…

Case Aging, including “pauses”

October 7, 2011 Over the years of working with Clarify, I’ve seen a request come up a few times for calculating case aging, including “pauses”. It’s easy to calculate a total case age. For open cases, it’s the difference between now and the time the case was opened. For closed cases, it’s the difference between case open time and case close time. But what about the workflows where a case can be paused? For example, the customer may go on vacation, or any other myriad of reasons where we want to pause the clock on the case. The common approach to this from an application standpoint is to have a new case Status value of Paused (or something similar), so that we simply change the status to Paused to pause the case, and then change it to something else to…

Interesting Business Rule using MTM properties and aliases

September 9, 2011 I was recently presented with an interesting business rule requirement from a customer. the objective here is when someone closes a case, I can use Rulemanager to send an email to the related CR owner. Lets give it a whirl. Data Model First, lets recall the data model. Cases are linked to solutions (probdesc/workaround), and solutions are linked to Bugs (CRs, Change Requests). Case >--- Workaround >--- Probdesc >---< Bug A case is related to one workaround, a workaround is related to one probdesc, and a probdesc can be related to many CRs. So we have a MTM in play (between probdesc and bug) – which makes this a bit interesting, and uncommon. Applications In Use I'm using Dovetail Admin for configuring rules and rule properties, and Dovetail Rulemanager for processing the rules. Rule Properties We’re going to need some new…

Business Rule Usage Report

August 4, 2011 The other night I got curious and inspired and started working on a Business Rule Usage Report. This tells us what business rules are firing along with how often. Perhaps even more importantly, it allows you to see the rules that are not being fired. Perhaps those rules could be removed, or made inactive, therefore simplifying business rule administration. Or maybe they should be firing, and need further investigation. I ran it against our production system, and it was pretty enlightening. Here’s an example (run against my development database, so the rule firing numbers are pretty small): As part of normal operations, we collect huge amounts of data and usage statistics in our CRM systems. I’m looking forward to exploring more reports like the above that give us insights into system usage. This will be officially released as part of…

More on Rule Properties (Data Paths, Expressions, and Contexts)

May 3, 2011 Yuval over at NextGen Consulting has a couple of good posts on Data Paths and Expressions and Path Contexts. Paths are classically used in RuleManager properties, aliases, and auto-destination rules. More contemporary uses include CBO queries, Smart Client forms, and routing rules. A bunch of good information there – go check it out. I’ve also added links back to those posts on the Rulemanager wiki.

Who creates your business rules?

December 14, 2007 I'm curious - in your organization, who creates the business rules in Clarify?Specifically, who enters them into the system? Is it a developer, a workgroup manager, someone in IT, the business users themselves? A Clarify Admin (if so, is this someone in IT, or in a business unit)?How technical is this person?Any and all replies appreciated!

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