Prerequisites

• Access to the Business rule (BR001) menu.
• Selected business rule trigger.

Introduction

Actions define what will be executed when a business rule is triggered. They are configured during the creation of a business rule, after the trigger is selected.

Business rules may have more than one action configured. Access the How to add more actions to the rule article and learn more.

Next, see which actions can be configured in the business rules:

Executing a web service

The web service execution action allows business rules to interact with external systems through web service calls – for example, integration with third-party databases, online service APIs, or corporate management systems. 

Access the How to configure a web service action article to learn how to use this resource.

Running an external application

Running an external application refers to executing functions developed in PHP that perform specific tasks not provided by the standard system. These functions are available on the same server as SoftExpert Suite and can be associated with business rules to perform custom actions.

Access the How to configure an external application action article to learn how to use this resource.

Sending e-mails

The e-mail sending action allows business rules to communicate important information using e-mail messages, such as event notifications and status alerts.

Access the How to configure an e-mail sending action article to learn how to use this resource.

Sending SMS messages

This messaging action allows business rules to communicate important information using SMS text messages. This is meant for notifying users in real time or for situations in which e-mail access is not practical.

Access the How to configure an SMS sending action article to learn how to use this resource.

Starting a workflow

The workflow start action allows a business rule to automatically initiate a workflow in SoftExpert Workflow. It is used to automate approval flows, exception treatments, or process execution whenever a condition defined in the rule is met.

Access the How to configure a workflow start action article to learn how to use this resource.

Creating an article

The article creation action allows a business rule to generate an article automatically in SoftExpert Knowledge base. This feature is useful for recording lessons learned, standardizations, or relevant information generated from system events.

Access the How to configure an article creation action article to learn how to use this resource.

Creating a Kanban task

The Kanban task creation action allows a business rule to generate a task automatically in SoftExpert Kanban. This action is intended to transform system events into visual activities, facilitating the tracking of the work being done and the organization of the demands.

Access the How to configure a Kanban task creation or editing action article to learn how to use this resource.

Editing a Kanban task

The Kanban task editing action allows a business rule to automatically update an existing task in SoftExpert Kanban. This feature can be used to change the status, assignees, or other information pertaining to a task as events occur in the system.

Access the How to configure a Kanban task creation or editing action article to learn how to use this resource.

Creating a released document

The released document creation action allows a business rule to automatically generate a document already released in SoftExpert Document. This action is useful for scenarios in which documents need to be made available immediately, without going through the standard approval flow.

Access the How to configure a released document creation action article to learn how to use this resource.

Creating an asset

The asset creation action allows a business rule to automatically record an asset in SoftExpert Asset. This feature is intended to integrate processes that require the immediate addition of assets from events or records created in the system.

Access the How to configure an asset creation action article to learn how to use this resource.

Creating a corrective maintenance

This action allows a business rule to automatically create a corrective maintenance in SoftExpert Maintenance. This feature is used to record necessary interventions in assets when failures or problems are identified.

Access the How to configure a maintenance creation action article to learn how to use this resource.

Creating a programmed maintenance

This action allows a business rule to automatically generate a programmed maintenance in SoftExpert Maintenance. This feature is ideal to automate the creation of preventive or periodic maintenance based on criteria defined in the system.

Access the How to configure a maintenance creation action article to learn how to use this resource.

Unlocking user achievement

The user achievement unlocking action allows a business rule to automatically release an individual achievement in SoftExpert Gamification. This action is used to recognize a specific user's performance or goal achievement.

Access the How to configure an achievement unlocking action article to learn how to use this resource.

Unlocking an achievement linked to the user department

The action of unlocking an achievement linked to the user department allows a business rule to automatically release an achievement in SoftExpert Gamification that is associated with the user's organizational sector. This feature encourages collective results within the same department.

Access the How to configure an achievement unlocking action article to learn how to use this resource.

Unlocking an achievement linked to the user position

The action of unlocking an achievement linked to the user position allows a business rule to automatically release an achievement in SoftExpert Gamification that is associated with the role performed by the user. This action reinforces performance recognition based on functional roles.

Access the How to configure an achievement unlocking action article to learn how to use this resource.

Unlocking team achievement

The team achievement unlocking action allows a business rule to automatically release a collective achievement in SoftExpert Gamification. This feature encourages teamwork and the accomplishment of shared objectives.

Access the How to configure an achievement unlocking action article to learn how to use this resource.

Conclusion

Thus, it will be possible to choose the desired action. Then, the creation of the business rule must be finished.