Questions on Business Rules and Email Templates
Can a business rule be created only for one form at a time?
Yes, a business rule can be created only for one form at a time. However, you can always clone to create similar business rules.
Where are email templates used in Qntrl?
Email templates can be triggered from Blueprints and Business Rules in Qntrl. Emails in Qntrl can be triggered when carrying out tasks at any stage or transition or while performing a specific action.
What happens when I delete an email template?
Once an email template is deleted in Qntrl, you can no longer trigger that email template in blueprints or business rules. You can update your blueprint or business rule before deleting the email template and replace it with another email template, ...
What types of attachments can be added to email templates?
You can add four types of attachments to an email template. Click the icon on the bottom tray and choose the files to attach . 1. Choose files to attach : Attach files from your computer. 2. Latest attachments from Card : Attach the five most ...
What are placeholders?
Placeholders can be used to add dynamic values of card fields to emails. For example, the Employee Name, Recommended Changes, and Bill date fields of a card have to be emailed to all employees who applied for the reimbursement. You can use ...
Can I trigger a business rule when two fields are updated?
Yes, Qntrl allows you to trigger business rules when card fields up to a maximum of three can be updated.
What are instant and schedule actions in business rules?
Once a criteria is set in a business rule , you can configure two different action sequences . Instant Actions are triggered instantly once the criteria for a business rule is met . Schedule Actions are triggered at the scheduled time after the ...
Why should I prioritize business rules and how do I do it?
Qntrl's Business Rules are executed based on their criteria. If a card fulfils the criteria for more than one business rule, Qntrl chooses the business rule that has higher priority. Business rules can be prioritized using the reorder option. ...
Why should I set criteria in business rules?
Setting criteria allows you to filter cards based on a condition and execute instant or scheduled actions based on that criteria. For example, when a card is not assigned to any one , the card should automatically be assigned to the requestor's ...
What happens when I deactivate a business rule?
When a business rule is deactivated , it becomes inactive and the action configured for that specific rule will not take place. You can toggle the button in the Active column to deactivate or activate the rule.
What does Execute Next Rule do?
The Execute Next rule feature allows you to execute the next business rule if the card satisfies the criteria set by that business rule . For example, in the first business rule, 'Assign Card', the card must automatically be assigned to the ...
What are business rules?
Business Rules are specific criteria set to trigger events when an action that occurs in the card meets the criteria. The triggered events are action sequences to Send Email, Update Fields, Configure Webhooks, or Associate Custom Functions. For ...

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