December 20, 2016
Rule Properties Rule properties are used in a number of places throughout the Dovetail suite, including: Business Rule Conditions Business Rule Action Messages Canned Response Variables Task Manager Properties Email Log Templates Traditionally, a rule property would traverse a path through the schema, starting from the base object, and ending at a column. For example, the Contact First Name property for a case would use the path case_reporter2contact:first_name. However, there are instances where a path cannot be traversed, or where a calculation needs to be made. Counts For example, you may wish to fire a business rule only if all of the subcases on a case have been closed. So your two business rule conditions would be: Number of Subcases is greater than zero Number of Open Subcases is equal to zero Or, you may wish to fire…
Introducing Custom Function-based Rule Properties
December 20, 2016
Rule Properties Rule properties are used in a number of places throughout the Dovetail suite, including: Business Rule Conditions Business Rule Action Messages Canned Response Variables Task Manager Properties Email Log Templates Traditionally, a rule property would traverse a path through the schema, starting from the base object, and ending at a column. For example, the Contact First Name property for a case would use the path case_reporter2contact:first_name. However, there are instances where a path cannot be traversed, or where a calculation needs to be made. Counts For example, you may wish to fire a business rule only if all of the subcases on a case have been closed. So your two business rule conditions would be: Number of Subcases is greater than zero Number of Open Subcases is equal to zero Or, you may wish to fire…