Configure Case Automation Rules

V10.8

Overview

To enhance the end user experience, Cora Orchestration supports case automation such that the system automatically performs case processing actions with minimal manual intervention.

For example:

• The system automatically updates the case data and case status after the system receives a response from the ERP.
• The system automatically sends a reminder email to a collaborator to get response for case resolution.

As a workflow developer, you can configure rules to automate case processing. These rules automatically trigger workflows according to the implementation needs and cover multiple use cases. 

Steps to configure rules

Create a Config Set

1. In the Administration site, go to Administration>Global Settings>ConfigSets.
2. Copy the Extraction_Configuration, to create a new config set for a workspace.
3. Edit the new config set to make changes.
   The window to edit configuration properties opens in a new tab in your browser window.
   Each YAML file is a configuration file for different steps.
4. Click a YAML file to open and update the parameters per requirement.

Configure Rule-Based Workflow Starter Job

In the Administration site, go to Administration>Global Settings>Jobs Management, and click Add Job.

1. Select Rule-Based Workflow Starter on Create New Job screen, and click Create.
2. On the Job tab of job definition screen, define the following:
   • Name: Enter a meaningful name for the data collector job.
   • Job is enabled: Select this option only after you complete the workflow, or if you want to run the job for testing purposes.
3. Click Next.
4. On the Command tab, set the following:
   • Solution name: The JSON name of the solution for which the job will process rule set.
   • Document Meta data name: The JSON name of the document metadata as appears in the YAML header.
5. Click Next.
6. On the Advanced Options tab, set the following:
   • Job Execution Schedule: Set the job to execute once a day.
   • Select the "If a job is currently running, do not start the next job..." check box, to avoid congestion.
   • If not defined, job will run with default options.  
7. Click Finish.

Example

kind: ruleset
metadata:
  name: config-set/v1/my-ruleset-name1
spec:
  nodes:

  - if: wf.variables["caseState"], = "awaiting response" And dateDiff("hour", wf.variables["statetime"], now()) > 2
    then:
      workflowSpaceId: '0BA83A46-548F-4DAB-BA5A-00037C7019E8' # Trigger the active workflow in this space
      startAsStandalone: false # true starts the workflow as a standalone instance, false starts the instance in scope of the case Id
      ruleId: 123 # unique and unchangeable integer
      ruleName: 'Reminder 2H' # Rule name (max 100 chars)
      ruleSuppressString: ': toString(wf.variables["statetime"])' # nvarchar(max)

      parameters:
        - typeCode: Int32
          name: 'hoursPending'
          value: ': ToInt32(dateDiff("hour", wf.variables["statetime"], now()))'
        - typeCode: string
          name: 'myComment'
          value: 'Reminder 1'