Administrator/Rules

A user guide for working with rules. We cover how to create and modify rules.

This section deals with managing rules in the system.

Clicking on the Administrator/Rule gives access to the list of rules.

Rules Listing

There are two main rules categories.

Type	Description
`Workflow rules`	Rules related to case handling.
`Notification rules`	Rules related to sending notifications due to case handling.

A Workflow rule is a rule that is taking into account during processing of a case. The rule categories available are.

Rule Category	Description
`Approve Action`	Lets you potential `Approve Action` casehandlers given a set of constrains. Matching users will be added to the list of potential approvers in actions that match the filters.
`Early case handlers`	Users that will be used for `early case handling` if a workflow is enabled for early case handling and the rule matches.
`Extra case handlers`	Additional case handlers for matching forms.
`Override case status when category selected`	Override the `Starting` Case status depending on the selected category, This lets you for example automatically close tickets if a certain category is marked as closed.

The possible case types are Message, Action, Document, Hearing and Audit.

To match the rule the following filters are available.

The available filters will depend on the Rule Type and Case Type selected.

Filter Type	Description
`Departments`	Filter by where entity is registered
`Forms`	Filter by the form types
`Category groups`	Filter by category groups
`Priorities`	Filter by priorities