Task-based rules
Task-based business rules are rules applied to tasks and task steps.
In WorldServer, the rules you create are displayed like actual sentences. For example, a task-based rule might look like this:
For all active tasks, if current task step is due in 1 day(s), email current task step events to Assignee(s) and Project Creator. Execute this rule on schedule Daily-early-am.
When you configure a task-based rule, you can choose between the following options:
| Step | Options | Notes |
|---|---|---|
| Selector: What should this rule apply to? | All active tasks | All active tasks are tasks that are neither completed nor canceled. Therefore, project managers and assignees need to track them. You can create a rule to automatically check when tasks are almost due and notify the assignees accordingly. |
| Condition: What conditions should this rule check? |
| You can specify whether the rule should take into consideration tasks that are due or tasks that are almost due. WorldServer uses the due date and time of the task step to determine when a task is due. |
| Action: What should this rule do? |
| By using these actions, you can notify the appropriate users about the status of active tasks. For example, if you select Email current task step events to project user(s), you can notify one or more of the following users about task events or task step events:
|
| Exception: What exceptions should this rule check? |
| You can use the same set of criteria used as conditions in the Condition step to exclude tasks or task steps instead of including them. |
| Execution: When should this rule be executed? |
| If you want the rule to be executed on a schedule, you also need to select a recurrence.
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