Editing an existing rule

Field Name

Description

Rule name

The unique name given to the rule.

Defined For Entity

Select the Entity for which the Rule is configured.

Notify On

How is the notification message delivered.

• Labor Portal: As a pop-up message on the R2 Labor UI

• Email: To the recipient’s inbox based on the configurations in Recipient settings.

Active

Select the checkbox to make the rule active.

Condition Section

Conditions fields

Condition

Unique name given to the condition
Add: Add new Condition

Delete: Delete a condition

Create and Add: Create and Add Condition to the list, the Condition gets added to the list below

Edit

Edit icon used for editing conditions, this implementation gives provision to Edit Condition on Rules screen instead of navigating to Condition screen.

Defined For

The Entity for which the Rule is configure

Active

Activeness status of the rule.

Relational Operator

AND is taken as by default if no more conditions are added

When to Execute?

When to execute?

Execute

The timeliness of when the rule is executed:

• Immediately Post Action: This is a manual trigger. It happens once a step has been carried out in a R2 Product Suite.

• Scheduled: This is a ‘timed’ trigger. It happens based on a pre-defined calendar basis.

Duration

This field is enabled only for ‘Scheduled’ execution. The value given in this field is read along with the Unit.

Unit

This field is enabled only for ‘Scheduled’ execution.

This is the ‘time’ unit. It has three options:

• Minutes: Duration of minutes to be considered for trigger.

• Hours: Duration of hours to be considered for trigger.

• Days: Duration of days to be considered for trigger.

Trigger

This field is enabled only for ‘Scheduled’ execution.

This fields decides It has two options:

• Before: rule is executed before ‘duration-units’ before the trigger on criteria

• After: rule is executed before ‘duration-units’ before the trigger on criteria

Trigger On

This field is enabled only for ‘Scheduled’ execution.

Recipients

Recipients

Recipient Type

Determines who will be notified based on selected categories:

• Employee: Only the specified employee(s) will receive the notification.

• Department: All employees within the selected department will receive the notification.

• Datasource Fields: Employees based on selected fields from the entity will receive the notification.

• Position: All employees holding the specified position(s) will receive the notification.

• Contact: Contacts based on selected fields from the entity will receive the notification.

• Others: Specified email addresses will receive the notification.

Recipients

Choose multiple value(s) for the selected ‘Recipient Type’.
For ‘others’ type-in the actual email address.

Add: You can add Recipients by selecting Add button

Delete: You can delete Recipients by selecting Delete button

Conditions

Notify when the selected conditions are met.

Force Notification

Always notify recipients, regardless of subscription.

Not applicable when Recipient Type is 'Contact' and 'Others'.

Site Specific

Notify the recipients only if the Site matches.

Not applicable when Recipient Type is 'Contact' and 'Others'.

Language

Specify the notification language for Recipient Type 'Others'.
The system uses the Employee profile language for all other types.

Labor Portal Alert Template

Labor Portal Alert Template
Applicable only when: For 'Notify On' Labor Portal is selected.

Field Token for Template

From the available drop-down list, you can select one or more fields to be included in the template for ‘Labor Portal Alert’.

Template for Labor Portal Alert

As you keep selecting the list, based on the template structure being defined the ‘Field Tokens’ keep getting added to the template.

Message Templates

Message Templates

Template Name

Unique name given to the saved message template.
Add: You can add more Templates by using Add icon.

Edit: You can edit existing template using edit icon. To see how Edit works click here.

Delete: You can delete existing template using delete icon.

Subject

Subject line of the Message/E-mail sent through this template.

Delivered Via

How is the notification message delivered.

• Labor Portal: As a pop-up message on the R2 Labor UI

• Email: To the recipient’s inbox based on the configurations in Recipient settings.

Language

If multi-language is supported then you can choose the language from the drop-down otherwise the field is left blank if message is in English as a default.