Business Rule Configuration for AM

Business Rule Designer for Asset Management

IT Asset Management involves tracking and managing an organization's hardware, software, and other IT assets throughout its lifecycle.
This involves processes such as asset inventory management, software licensing, compliance reporting etc.

The business rules configured through Business Rule Designer (BRD), streamline and simplify these processes by enabling users to develop and administer rules that govern how assets are allocated, deployed, maintained, and retired.

How to Configure a Business Rule for Asset Management Module?

To configure a Business Rule, perform the following steps:

Navigate to Admin >Basic > Infrastructure > Business Rule.
On the BUSINESS RULE page, click ADD NEW on the ACTIONS panel. The following page is displayed.

Figure: BUSINESS RULE page
Select the Tenant and fill in the required details. For more information, see Field Description.
1. Fill in the other required details under RULE DEFINITION, TRIGGER, CONDITION, and ACTION sections.
2. Click SUBMIT. A new Business Rule is configured.

RULE DEFINITION

Define the general characteristics of Business Rule in this segment.

Figure: Rule Definition

The following table describes the fields in RULE DEFINITION segment on the BUSINESS RULE page:

Field	Description
Tenant	Select the desired Tenant from the drop-down, which is a mandatory field.
Business Rule Name	Type in a name for the business rule. Note The Business Rule Name can be viewed and modified after the configuration.
Business Rule Description	Type in a detailed description. Note The Business Rule Description can be viewed and modified after the configuration.
Execution Order	By default, the execution order number is blank. Each Business Rule can be assigned an execution order number. The order number is the deciding factor, when same field is updating from different Business Rules. Rule with higher order number is processed first and given precedence over rules with lower order number. Note If the execution order number is same, then the business rule is executed based on the created date. BR Processing Logics: Execution Order - Highest to Lowest Creation date - Earliest to Latest
Active	If selected, the Business Rule becomes active.

TRIGGER

A trigger is an event or condition that causes a rule to execute. It can be defined on the creation and on updating of a task.
Trigger can be any activity such as creating or updating any records for Fixed Asset, Accessories, Consumable, or Software.

Figure: Trigger

The following table describes the fields in TRIGGER segment on the BUSINESS RULE page:

Field	Description
Module	Select Asset Management Module from the drop-down list.
Asset Type	Select the desired Asset Type from the drop-down. Note As part of this release only the FIXED ASSETS option will be available under Asset Type.
Category	Select the desired Asset Category from the drop-down list and multi-select option. Note The drop-down list will populate values based on the categories created under Fixed Assets.
When	You can define when this business rule should execute. Figure: When option After: If selected, the business rule will trigger once the Asset is created or updated. Also, the Asset will be frozen i.e., no update will be allowed for the Asset until the Business Rule is processed. Async: If selected, the business rule will trigger once the Asset is created, updated. In the case of Async, the Asset will not be frozen and the Business Rules will be processed asynchronously. Note If update actions are configured for *Async* business rule, the business rule process may overwrite user update.
Trigger Type	Create: Select this check box to execute the business rule when an asset is created. Update: Select this check box to execute the business rule when an asset is updated. Note The Administrator can select both the checkbox (This means, the rule should be executed when the asset is created and updated).

CONDITION

A condition is made up of a field, an operator, and a value. You can formulate complex conditions for rules that include several conditions by utilizing logical operators such as AND or OR operators.

Figure: Condition

The following table describes the fields in CONDITION segment on the BUSINESS RULE page:

Field / Icon	Description
Conditions based on Criteria	Specify the conditions (criterion) based on which the action will be executed. Note The fields will be displayed based on the module selected in the Trigger section.
No Condition	Select this radio button if there are no conditions.
	For date fields, select the date range using this calendar icon.
	Use + icon to add more fields.
	Use delete icon to delete the selected fields.

The field conditions can be selected based on the following attributes:

ACTION

The Action is performed automatically once the condition is met. It lets you define what should happen if the trigger matches the set of conditions defined.

The actions can be:

Update fields
Send out Notifications.

Figure: Action

Update Fields

The following table describes the fields in ACTION segment on the BUSINESS RULE page:

Field	Description
Update Values first time	If selected, will update the fields only for the first time when the asset is updated.
Update Values every time	If selected, will update the fields every time when the asset is updated.
	Use + icon to add more fields.
	Use delete icon to delete the selected fields.
Override Values	If the Override Values = YES, then the values defined for the field in the Business Rule will override the values set for that field in the asset. If the Override Values = NO, then the values defined for the field in the Business Rule will be applied only if the value is not set for that field in the asset. As stated otherwise, if there is a value already available for a particular field in the record, then the Business Rule Value will not be applied.

Note

The Update Action Type field is displayed only when the Trigger Type is selected as Update.

Notification

Under this tab, you can configure the notification templates for the business rule. You can create new notification template or use the existing notification template to send a notification to users.

E- Mail Notification

To create E-Mail Notification, perform the following steps:

Under the Notification tab, click ADD NOTIFICATION. The NOTIFICATION pop-up is displayed.

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