Define Rule

A Rule is a set of instructions that makes decisions based on specific conditions. When certain conditions are met, the rule triggers notification. It’s like a formula that tells the system what to do when something happens.

Navigate to Main Menu > BRE > Rules > Click Create or select any existing row to edit Rule.

Create Rule screen is displayed.

Fill the following fields to define a Rule:

1. Rule name: This field specifies the identifier of any rule, enter the rule name in the text field.

2. Defined For Entity: This field specifies which entity or object the rule applies to within the system, select an entity from dropdown like orders, purchase orders, customers etc.,

3. Notify On: This field specifies the delivery method for rule-triggered notifications, select via email or through an internal labor portal from dropdown.

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

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

4. Active: This field specifies whether the rule is active or inactive.

   • Active: Specifies whether you want to apply this rule, select this if you wean to keep the rule active.

   • Inactive: Specifies whether you doesn't want to apply the rule, select this if you wean to keep the rule inactive.

5. Save: Once the rule is defined, you click on the Save button.

6. Save and Create: Saves the current rule, condition, or configuration and then immediately opens a new screen to create rule.

7. Scheduler: The scheduler controls when or how often the rule should be executed. It can be set to run at specific intervals or based on a recurring schedule. Click here to know more…

Now you have entered the vital details of rule, next step is to define the Conditions, and when to execute the condition?, adding Recipients, sending notifications, setting up message template and many more operations…

Conditions: Conditions define the criteria that need to be satisfied for the rule to trigger an action.

When to Execute?: This field determines the timing of when the rule should execute, based on the conditions.

Recipients: Recipients define who should receive the notification or alert triggered by the rule.

Labor Portal Alert Template: This field specifies the format and content template for the alert, which is displayed on a labor portal interface.

Message Templates: This field defines the text that will be included in the alert messages sent to recipients.

Scheduler: The scheduler controls when or how often the rule should be executed. It can be set to run at specific intervals or based on a recurring schedule.