Learn about SoftExpert Business rule
Welcome!
SoftExpert Business rule is a solution that integrates other SoftExpert Suite components to automate activities efficiently and securely.
It allows for creating dynamic rules with triggers that generate automatic actions to optimize the organization's workflow.
The triggers are integrated with the following components: Administration, Analytics, Audit, Knowledge base, Customer, Competence, Configuration, Document, Supplier, Kanban, OKR, PDM, Action plan, Survey, Risk, Training, and Workflow.
The actions, in their turn, allow for performing a wide range of operations, from sending e-mail notifications or SMS messages to integrating web services or executing external applications.
Watch the video below for an overview of SoftExpert Business rule:
What are its characteristics?
When accessing the component, you will see it is divided into the following menus:
| Configuration | Menu used to create permission profiles, which are intended to manage access control over records. |
| Business rule | Menu used to create and manage business rules. |
| External application | Menu used to register external applications. |
Shall we start?
Follow the steps of the flow below to configure and operate SoftExpert Business rule correctly:
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The articles of this flow illustrate a business rule that sends e-mails to teams when a critical task is created in SoftExpert Kanban.