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Using Action Manager you are able to set up special reminders based on the Business logic in your organisation.
1.Click the Automated Business Rule Actions icon from the Actions menu.
2. Click the New button.
3. Type in a Rule Name/Desc.
4. Type in Rule SQL, the query that will used in the database.
5. Set your rule to be Active.
6. Click OK.
Rule ID |
System generated rule identifier. |
Active |
Click this checkbox to activate this business rule. |
Automation Type |
The automation type for this rule. Cannot be changed in this form. |
Rule Name/Desc |
Name and description of your rule. |
Consolidate Results |
Ensures that this rule will put all records into the same action it generates. |
Rule SQL |
The SQL that will be used by this rule. Make sure it is correct or this rule will not execute properly. |
Schedule Type |
Determines the timing of the rule such as a regular cycle (5 minutes) or other times including Hourly, Daily, Weekly, Monthly and Annually. |
Scheduled Time |
Time of the day this rule runs. This is ignored when using a Schedule Type of Cycle. |
Notification Emails |
Send a report to the specified email address(es) whenever this rule is run. |
