How conditions work
Prerequisite
- Access to the Business rule (BR001) menu.
Introduction
When creating a business rule, after defining the triggers, we can specify their conditions.
Conditions are criteria added in order for the rule to be executed. That is, the rule will be executed only if the set parameters are complied with.
They are related to the triggers and vary according to them.
See below how to select the conditions of the triggers:
How conditions work
1. Access the Business rule (BR001) menu and click on the Create button.
2. Select the component and choose the desired trigger.
3. In the next step, answer the question Do you wish to add a condition? with Yes.
4. Fill in the displayed field with a condition. See the available conditions below:
SoftExpert Administration | |
| Visibility | The rule will be activated only if the visibility is the specified one. |
| Competence | The rule will be activated only if the competence is the specified one. |
| Participant | The rule will be activated only if the participant is the specified one. |
| Evaluation plan execution | The rule will be activated only if the evaluation plan execution is the specified one. |
| Participant position | The rule will be activated only if the participant position is the specified one. |
| Participant department | The rule will be activated only if the participant department is the specified one. |
SoftExpert Analytics |
| There are no conditions for the trigger of this component. |
SoftExpert Audit | |
| ID # | The rule will be activated only if the audit ID # is the specified one. |
| Title | The rule will be activated only if the audit title is the specified one. |
| Category | The rule will be activated only if the audit category is the specified one. |
| Step | The rule will be activated only if the audit step is the specified one. |
SoftExpert Knowledge base | |
| Knowledge base | The rule will be activated only if the knowledge base is the specified one. |
SoftExpert Customer | |
| Company type | The rule will be activated only if the company type is the specified one. |
| Customer category | The rule will be activated only if the customer category is the specified one. |
SoftExpert Competence | |
| Evaluation plan | The rule will be activated only if the evaluation plan is the specified one. |
| Appraiser type | The rule will be activated only if the appraiser type is the specified one. |
| Appraiser | The rule will be activated only if the appraiser is the specified one. |
| Employee | The rule will be activated only if the employee is the specified one. |
| Level | The rule will be activated only if the level is the specified one. |
SoftExpert Configuration |
| There are no conditions for the trigger of this component. |
SoftExpert Document | |
| Category | The rule will be activated only if the document category is the specified one. |
SoftExpert Supplier | |
| Company type | The rule will be activated only if the company type is the specified one. |
| Supplier category | The rule will be activated only if the supplier category is the specified one. |
| Final evaluation score | The rule will be activated only if the score is the specified one. |
SoftExpert Kanban | |
| ID # | The rule will be activated only if the task ID # is the specified one. |
| Title | The rule will be activated only if the task title is the specified one. |
| Current step | The rule will be activated only if the current step of the task is the specified one. |
| New step | The rule will be activated only if the new step of the task is the specified one. |
| Workspace | The rule will be activated only if the task workspace is the specified one. |
| Priority | The rule will be activated only if the task priority is the specified one. |
| Task type | The rule will be activated only if the task type of the task is the specified one. |
SoftExpert OKR | |
| Period | The rule will be activated only if the period is the specified one. |
SoftExpert PDM | |
| Item type | The rule will be activated only if the item type is the specified one. |
| Belonging to an item family | The rule will be activated only if the relationship of belonging is the specified one. |
| Item family | The rule will be activated only if the family is the specified one. |
| Item origin | The rule will be activated only if the origin is the specified one. |
| Responsible team | The rule will be activated only if the team is the specified one. |
| Item cost | The rule will be activated only if the item cost is the specified one. |
SoftExpert Action plan | |
| New status | The rule will be activated only if the status is the specified one. |
| Category | The rule will be activated only if the category is the specified one. |
SoftExpert Survey | |
| Survey | The rule will be activated only if the survey is the specified one. |
| Survey type | The rule will be activated only if the type is the specified one. |
| Mode | The rule will be activated only if the mode is the specified one. |
| Survey template | The rule will be activated only if the template is the specified one. |
SoftExpert Risk | |
| Title | The rule will be activated only if the title is the specified one. |
| Context | The rule will be activated only if the context is the specified one. |
| Current evaluation score | The rule will be activated only if the score is the specified one. |
SoftExpert Training | |
| Path | The rule will be activated only if the path is the specified one. |
| Path type | The rule will be activated only if the path type is the specified one. |
| Course | The rule will be activated only if the training course is the specified one. |
| Course type | The rule will be activated only if the course type of the training is the specified one. |
| Attendance | The rule will be activated only if the training attendance is the specified one. |
| Participant department | The rule will be activated only if the training participant's department is the specified one. |
| Participant | The rule will be activated only if the training participant is the specified one. |
| Participant position | The rule will be activated only if the training participant's position is the specified one. |
| Result | The rule will be activated only if the training result is the specified one. |
| Score | The rule will be activated only if the training score is the specified one. |
| Training | The rule will be activated only if the training is the specified one. |
| Workload | The rule will be activated only if the training workload is the specified one. |
| Instructor | The rule will be activated only if the training instructor is the specified one. |
| Instructor department | The rule will be activated only if the training instructor's department is the specified one. |
| Instructor position | The rule will be activated only if the training instructor's position is the specified one. |
SoftExpert Workflow | |
| Activity ID # | The rule will be activated only if the activity ID # is the specified one. |
| Process | The rule will be activated only if the process is the specified one. |
Conclusion
Thus, the conditions can be added to the business rules.