Business Rule Creation and Use

WorldServer provides a Rules Wizard with which you can create rules to automate project creation and notify users under specified circumstances. The Rules Wizard is found at Management > Business Rule Linkage > Rules. You can use rules to reduce the amount of manual checking for changes to assets and to create projects when changes are detected. You can create rules that detect when tasks are due or overdue and alert assignees and project managers accordingly. Rules keep the globalization process updated automatically, reducing the risk of human tracking errors.

Rules can be executed manually or on a recurring basis. A recurrence is a time schedule that you create in Management > Business Rule Linkage > Recurrences.

Note: If you plan to execute a rule on a recurring basis, you must create the recurrence before you create the rule. Though recurrent mode is the more typical use case, it might be useful to use manual mode to run infrequent user controlled operations. You can also use manual mode to disable rule execution temporarily.

Rules run sequentially through the recurrence engine. If you have two rules that run at the same time, the first will run, then the next (not in parallel). If you have a rule that runs on a recurrence at 1pm and another rule that runs at 2pm, if the first rule takes more than an hour to run, the second rule will not run until the first is completed.