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© 2010 Dovetail Software Inc.
Advanced Rulemanager &Business Rules
Join the conversation: http://backnoise.com/?rulemanager
© 2010 Dovetail Software Inc.Join the conversation at: http://backnoise.com/rulemanager
BackChannel
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© 2010 Dovetail Software Inc.Join the conversation at: http://backnoise.com/rulemanager
Me
Gary Sherman, Clarify
© 2010 Dovetail Software Inc.
RULE PROPERTIES
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Rule Properties
Rule properties are used for:
• Variables Within Action Messages• Conditions• Recipients
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Rule Properties – in Clarify Client
Policies and Customers
- Setup - Rule Properties
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Business Rules- Rule Properties
Rule Properties – in
Dovetail Admin
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Rule Properties :: Variable
Event: A case is dispatched to a queueCondition: Priority = HighAction: Notify the queue membersMessage: Case [ID Number] has been
dispatched to the [Current Queue] queue.
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Rule Properties :: Variable
Name: ID NumberObject Type: CasePath: id_numberSubtype: PropertyMax Length: 100Value Type: Variable
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Rule Properties :: Variable with Path
Name: Current OwnerObject Type: CasePath:
case_owner2user:login_nameSubtype: PropertyMax Length: 100Value Type: Variable
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Rule Properties :: Standard Property
Name: Current OwnerObject Type: CasePath:
case_owner2user:login_nameSubtype: PropertyMax Length: 100Value Type: Standard Property
Can be used as a condition, or in the message
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Business Rule Condition
Event: A case is dispatched to a queueCondition: Current Owner = fredAction: Notify the queue membersMessage: Case [ID Number] has been
dispatched to the [Current Queue] queue.
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Rule Properties :: Standard Property
Name: Current OwnerObject Type: CasePath:
case_owner2user:login_nameSubtype: PropertyMax Length: 10Value Type: Standard PropertyExtra Info:
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Rule Properties :: Condition as List
Event: A case is dispatched to a queueCondition: Priority = HighAction: Notify the queue membersMessage: Case [ID Number] has been
dispatched to the [Current Queue] queue.
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Rule Properties :: List
Name: PriorityObject Type: CasePath: respprty2gbst_elm:titleSubtype: PropertyMax Length: 10Value Type: ListExtra Info: Response Priority Code
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Rule Properties :: Recipient AliasesName: Case Owner’s SupervisorObject Type: CasePath:case_owner2user:user2employee:emp_supvr2employee:employee2user:login_nameSubtype: Alias
This will resolve to 1 login_name
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Rule Properties :: Recipient AliasesName: Queue MembersObject Type: CasePath:case_currq2queue:queue2user:login_nameSubtype: Alias
This will resolve to many login_names
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Rule Properties :: Focus_Obj
Name: LoggerObject Type: CasePath:
focus_obj2act_entry:act_entry2user:login_name
You won’t find this relation in your schema!
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Rule Properties :: Where Clause
Name: Contact’s Primary SiteObject Type: CasePath:case_reporter2contact:
contact2contact_role(primary_site=1):contact_role2site:name
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Rule Condition:: Variables on both sides
Event: Log NoteCondition: Logger != [Current Owner]Action: Notify the case ownerMessage: A note was logged to your
[Object Type] [Object ID] by [Logger]
Cool
Trick
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Rule Properties: Better Naming
Baseline Property Name: Object IDBaseline Property Name: Database ID
Create new ones with better names
Property Name: Case ID NumberProperty Name: Objid
Tip
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Persistence
Rule Properties are stored in the prop_name table
Use the UI for CRUD of properties
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Intrinsic Properties
• There are properties that you won’t find listed in the rule properties UI or in the prop_name table
• These are built-in / hard-coded / intrinsic properties
• Very commonly used• Safe to use
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Intrinsic Properties
• CURRENT QUEUE MEMBERS• CURRENT QUEUE SUPVSR• DISPATCH DATE-TIME• ACCEPT DATE-TIME• CURRENT DATE-TIME• OBJECT TYPE• CONTACT• CC LIST1 and CC LIST2• …
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Enough slides!
Lets see some action…
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A better way to view your schema
BOLTBrowser-based OnLine ToolAwesome product. Not so awesome name.Real-Time Schema Viewer – including your
schema customizations.It’s freehttp://clarifytoolbox.com/products/bolt
Cool
Tool
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Lets see some BOLT action…
© 2010 Dovetail Software Inc.Join the conversation at: http://backnoise.com/rulemanager
Viewing / Searching Business Rules
Can view using Clarify ClientCan also view/search using BOLTBetter filteringView many at onceDid I mention it’s free?http://clarifytoolbox.com/products/bolt
Cool
Tool
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Lets see some more BOLT action…
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Learn More
Wiki:http://rulemanager.wikispaces.com/
© 2010 Dovetail Software Inc.Join the conversation at: http://backnoise.com/rulemanager
Next Session: Advanced Business Rules(Part 2)
• User-defined Business Rule Events• Business rules based on custom object types• New Event Creation Times and Calendars• Custom Notification Methods• Time Bombs• More Tips & Tricks• Troubleshooting• etc.• …
When: Thursday, July 29, 2010 11:00 AM - 12:00 PM CDTRegistration link is on dovetailsoftware.com and on my blog.
© 2010 Dovetail Software Inc.
Questions, Comments, Queries?
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