Create A New Rule

This page provides instructions for the Rule Setup screen. This is Step 1 of the rule creation flow.

To create a new rule:

  1. Enter the name of the rule in the Rule Name text box.

  2. Optionally, enter a description of the rule in the Description text box.

  3. Select a rule tag (type of rule you’re creating).

  4. Optionally, select whether to add a Notepad remark. This ensures that a single notepad remark is added at the time of the rule execution to inform that automation has taken place by Productivity Automator. If this is not selected, no notepad remarks are added by Productivity Automator.

  5. Enter your PCC in the PCC text box. If more than one PCC is associated with your account, you’ll be able to select them from the dropdown in the same field. There is no limit to the number of PCCs per rule. Optionally, click Select all to select all PCCs at once.

  6. Enter up to 25 Queue Numbers on which this rule will run, separated by a comma. Range is 0-99. For example, a rule could be configured that targets queues 20, 21, and 22, and performs an action on any PNRs that match the rule's triggers within all three of those queues.

    To include categories and date ranges, use an asterisk.

    • Queue Category. This category is a two-digit alpha or numeric designated to your queue. For example, CK. This entry cannot be a combination of alphanumeric, e.g., K7.

    • Date Range This range denotes a particular date range.. For example, D1 - D4.
      Note: A Queue Category is required first to select a Date Range.

  7. Click Next to display the Triggers screen.