Action Guideline

In Action Guideline screen you can configure predefined Events with Actions and define new guidelines (rules) for workflow. These guidelines (rules) are setup in the system for conditional execution of actions when events are fired. Once the action guideline is configured, system performs the particular action whenever the corresponding event takes place.

While defining the action guideline, you can setup the parameters required for the action. Setting up these parameters can be customized through procedures.

Whenever an event is called in the system, system checks the action guidelines associated to that event to generate the corresponding action. It executes all the procedures that are associated with the action guideline. Thereafter, the system checks for the mode to perform the action immediately or not.

Multiple action guidelines can also be defined for the same event and action combinations.

For example: If service provider wants to enable the contract for billing whenever a new contract is booked, then the following action guideline can be setup for this combination:

Action Guideline: Book Contract (Event) 8 Enable Billing (Action)

To define or modify action guidelines:

1. On the System Administration module, click Basic Configurations, and then click Action Guideline.

2. The list of existing action guidelines appear in the screen. To search action guidelines; event or action wise, select the required Event or Action from the respective drop-downs and click the Search button.

3. To define a new action guideline, click the New button.

4. Select Event and the required Action from the respective drop-downs.

5. Enter Rule Code in the given field. Rule code is given to uniquely identify the action guideline.

6. Enter name of the action guideline in Rule Description field.

7. Enter Validation Procedure to check the validation before executing the particular action. Validation procedure is given to ensure that on occurrence of an event if some validations are satisfied then only the next defined action should be performed. In such cases, if ‘False’ is returned then the necessary action is terminated without being performed, else the action is executed.

8. Enter Setup Param Procedure that actually executes the instruction. Actual implementations are written in this procedure.  

9. Enter number of retry attempts permissible incase of failure in Retries field.

Note: The system implicitly re-executes the failed process if the action mode is Synchronous.

10. Select the Is Instant check box for Synchronous action mode. In this mode the action is executed immediately within the same transaction.

Note: If you do not select this check box, the action mode becomes Asynchronous. In this mode the action terminates without execution. Such terminated action is executed by scheduling Scheduled Action job.

11. Select Priority from the drop-down.

12. Click the Save button to save and execute the new action guideline.

13. To delete an existing guideline, select the check box against the guideline under Delete column in Action Guideline table and click the Save button.

14. To modify an existing guideline, click against the guideline in Action Guideline table and modify the required details.

15. Click the Save button to apply the modification.