Rule sets for case monitor

The Case monitoring service workflow can monitor newly created cases and start a case activity automatically. The case activity starts if the case fulfills a defined rule set. Rule sets are based on saved searches that users create in WorkZone Client or WorkZone QueryBuilder. See Case monitor in Administrator Guide for WorkZone Process.

You can define and configure rule sets and their rules in WorkZone Configurator.

Create a rule set

1. On the start page, select Process.
2. On the Rule sets tab, click Create rule set.

3. Fill in the following fields:

   Note: ID of the rule set is generated automatically. You can see it in the list of the rule sets prior to the name.
   • Name – The unique rule set name.
   • Description – Specify the description.
   • Start date –  The date when the rule set becomes active.
   • End date – The date when the rule set is deactivated.
4. Click Create.

Edit a rule set

1. From the drop-down list on the top of the screen, select a rule set that you want to edit.
2. Click Edit rule set.
3. Apply the required changes.
4. Click Save.

Delete a rule set

You can only delete a rule set if it is not yet attached to a service workflow.

1. From the drop-down list on the top of the screen, select a rule set that you want to delete.
2. Click Delete rule set and then Delete.

Create a rule

1. From the drop-down list on the top, select a rule set to which you want to add a rule.
2. In the bottom-right corner of the page, click Create.

3. Fill in the following fields:

   Note: ID of the rule is generated automatically. You can see it in the list of the rules.
   • Search – Select a search that contains cases to which you want to apply the rule. You must create the search in WorkZone Client prior and then mandatory share it.
   • Process – Select a process to associate the rule with. The list displays all existing case activities.
   • Priority – Enter an integer number to specify the rule's priority. The higher priority, the sooner the rule is executed. The highest priority is 0.
   • Duration – Specify the deadline for the process to be completed. Use format number + time period, for example, +2D12H. View the available time periods:

     D	day
     T or H	hour

     Time period is not case-sensitive.

   • Enabled – Turn the rule on.
4. Click Create.

Edit a rule

1. Select a rule set on which you want to edit a rule.
2. Point to the desired rule, and click Edit.
3. Apply the required changes.
4. Click Save.

Delete a rule

1. Select a rule set from which you want to delete a rule.
2. Point to the desired rule, and click Delete, and then click Delete.