Tip #19: Why should we set up criteria in Business Rules?

Business Rules in Orchestly help you automate your business processes by defining pre-defined actions that has to be performed when specific conditions occur. To do so, you can specify when the business rule is to be executed, and also add a criteria the rule has to match with.

Business Rules can be used when you want to automate processes without a manual input, hence, quickening the overall process time, and letting you focus on the stages that are more important.

What is the role of criteria in Business Rules?

Setting criteria in Business Rules allows you to filter jobs based on a condition and execute instant or scheduled actions based on the set criteria.

How can criteria be applied to Business Rules?

You can set criteria in business rules for any of the below three conditions.

1. Jobs meeting certain criteria - This option helps you filter jobs based on specific criteria.

2. All Jobs - This option is to include all jobs.

3. Jobs that do not meet any of the above criteria - This option helps you filter jobs that do not fit any other criteria configured in the business rule (This will be considered only if all other options are not true). Note that it only appears when more than one criteria is added.

Business scenarios for criteria in Business Rules

1. Zylker sets up a business rule for email alerts to be sent to the team when a job is created. For example, if the field 'Team' is assigned to 'Warehouse', then the email alerts should be sent to the Warehouse team's email address.

2. ZiaxCare, a supply chain management company, uses the 'Business Rule' feature to create a new job every time the supply chain workflow reaches the 'Testing' phase of the product.

Along with the new job creation, we can also notify the clients about their shipping status after 2 hours.

3. Kisong, a solar company, on boards their employees using criteria set by them using Business Rules in Orchestly.

Let us know your unique way of using criteria in Business Rules in the comments below.

Visit our help center to get detailed insights in to Orchestly. Explore our Tutorials and Short help videos to familiarize individual features and on-board faster.

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Sanchita Padhi

Sticky Posts
Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly
Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them. Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
Qntrl's 2023 year in review
This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
Tip #61: 5 different ways to create Cards in Qntrl
Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
Tip #17: Stay informed of significant business impact using Orchestly
With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates. Orchestly recognizes such requirements and provides adaptable solutions for all business
Onboard faster with Orchestly's Tutorials
We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly. Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management. We're looking forward to document more customer-centric