Introduction
The Rules tab gives you the ability to view and update the rules of your product flexibility. The tab includes:
Rules - All the rules of your product
Working on rule - Rule details
Prerequisites
You need to have permission to View Products or Manage Products to access this page.
Main screen
Rules list
You can see the list of all rules in the product, and can refine the list and perform the actions on the list as well.
Searching & filtering rules
You can search the rules by title, and can filter the list by rule types (single trigger or multiple trigger). Single trigger is a question that has one trigger condition only, while multiple triggers is a question that can be trigger by multiple condition
Add rule
When you click the Add button, then you can start creating a new rule. All the required fields must be filled in, thus you can create a new question.
You can reference to the question detail to see the guidance
Edit rule
You can view and edit a rule by clicking on it name
You can reference to the question detail to see the guidance
Clone rule
You can clone a rule by clicking on the [clone] button
The cloned rule will have the “Clone” word at the end of the name, you can update the name but can’t rename it duplicate as the original question
Remove rule
You can remove a rule by clicking the [remove] button
You need to confirm the remove action before the system performed
Rule detail
The rule detail is opened when you click on the rule name. There are 3 sections in the detail block: main information, triggers, and proposed JSON
Rule main information
Title: the text field, must be uniqued (can't duplicate with other questions' names) and is a mandatory field
Severity level: there are 4 level: low, medium, high and blocking. The more higher level, the more higher approver level need to approve.
For example, the low level will need the approver level 1 to approve
We use the high level severity for importance questions/ cases (the sum insured is too high, customer score is excess the threshold, etc.) that need high level approver to review and approve before customer can purchase the quote.
You will choose the blocking option to abort the quotation. For example, users can't purchase the quote if they are younger than 18 years old.
Message: The message will be displayed when the rule is happened
Triggers
Your rule will be triggered when the answer in your product's QA met one of these condition
Question: dropdown list with all the questions in your product question list
Where: the condition to compare with
Value: the value to compare with the question. You can add a new value by clicking on the + button, and remove the value by the - button
Your rule can be triggered by one or multiple trigger conditions. To add a new trigger condition, you can click on the Add trigger button, and remove the unused condition by clicking the remove button
Proposed JSON
This JSON is generated from the information above that you have updated