on 2023 Sep 07 4:18 AM
Hi Team,
I need your help
Business rule that changes the priority within the service call
I want to create a business rule that changes the priority of a service call when it meets the following criteria..
Example:
1. A new field was created within the service call priority called "SUPER HIGH"
2. If I receive a service call that has "HIGH" priority
3. This service service call has type "installation"
4. I have a udf.customer in activities that contains the word "Customer VIP" on some occasions it appears with that value.
I want that when these 4 criteria are identified, they change the priority of the service call from "HIGH" to "SUPER HIGH" when found udf.customer = "Customer VIP" in a business rule.
Could you give me an example of how that business rule could be?
Request clarification before answering.
Hi Ruben, Download the following file example-service-call.txt and change the extension of the file from txt to json so it will look like this: example-service-call.json
On the Business Rules overview page, click on the "upload" button and select this file and upload it. Once it is uploaded, you can search for it via the rule name: SAMPLE Service Call and look how I have defined it.
You can also test it, but you would need to create the udf "customer" for the object type activity, because this SAMPLE rule has a condition with that.
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