Rule Creation Flow

This overview page provides the basic steps for creating a new rule, with links to associated pages for further details. To create a new rule:

1. Click the New Rule button to display the Setup screen.

2. In the Setup screen, enter the Rule Name, Description (optional), Tag, Notepad (optional), PCCs and Queue (Queue Category and Date Range optional). Click Next.

3. In the Triggers screen, optionally define the criteria that a PNR needs to match in order to be picked up by the rule. Criteria can be grouped in Trigger groups. More than one trigger group can be created for the rule. Note: A trigger is optional. Not all rules require a trigger. Click Next.

4. In the Matched Actions screen, select the actions to be performed when your trigger(s) criteria match your PNR. Click Next.
   Note: One of the actions must be a queue action.

5. In the Unmatched Actions screen, select the actions to be performed when your trigger criteria don’t match your PNR. Click Next.

   Note: One of the actions must be a queue action.

6. In the Failure handler screen, add one or more actions to be performed to handle rule execution failures. Click Next.
   Note: One of the actions must be a queue action.

7. In the Schedule screen, set the frequency, date / days, and time for the rule to run. Click Next.

8. The Summary screen displays a summary of all the decisions made when creating the new rule. If there are any discrepancies, Productivity Automator displays a warning message. Options are available on the screen to edit any setting previously made when creating the rule. Click Publish.