The ActiveControl Rules Engine offers a lot more flexibility for Skipping and Approvals than was available prior to ActiveControl 8.0, however does require a greater level of configuration to achieve these more powerful scenarios.
To help our customers get up to speed quickly with the configuration, we have created some online Knowledge Articles of how to setup common scenarios:
Skipping FAQs
| Scenario | Knowledge Article Link |
|---|---|
| HOW DO I: create a single condition Transport Form standard field skipping rule? | Click here |
| HOW DO I: create a single condition Business Task standard field skipping rule? | Click here |
| HOW DO I: create a skipping rule based on a Custom Field? | Click here |
| HOW DO I: create a skipping rule of client dependent transports? | Click here |
| HOW DO I: create a skipping rule based on OR condition? | Click here |
| HOW DO I: create a skipping rule based on Project Phase? | Click here |
| HOW DO I: create a skipping rule based on objects contained in rule? | Click here |
| HOW DO I: create a skipping rule based on AND condition? | Click here |
| HOW DO I: create a skipping rule in the Rules Engine based on Tester? | Click here |
| HOW DO I: create a skipping rule IN a range of values? | Click here |
| HOW DO I: create a skipping rule based on NOT IN a range of values | Click here |
| HOW DO I: create a skipping rule based on a Calculated Custom Field? | Click here |
Approvals: Configuration Examples
| Scenario | Knowledge Article Link |
|---|---|
| HOW DO I: create Approver structure based on Transport Form [Group], with an ALLGROUPS approver? | Click here |
| HOW DO I: create Approver structure based on Transport Form [Group] AND Business Task [Type] | Click here |
| HOW DO I: create Approval structure based on Transport Form [Group] AND [Project] | Click here |
| HOW DO I: configure a Peer Review process for an Inbox or Outbox ? | Click here |
| HOW DO I: configure Project Managers to perform approval of RICEFs in their Project? | Click here |
Testers: Configuration Examples
| Scenario | Knowledge Article Link |
|---|---|
| HOW DO I: Assign Testers based on Business Task [Group] | Click here |
| HOW DO I: Assign same Testers for ALL Business Tasks | Click here |
| HOW DO I: Assign Testers to BTs based on a specific User Role assigned to the allocated AC Project | Click here |
Other Rules Engine FAQs
| Scenario | Knowledge Article Link |
|---|---|
| HOW DO I: create a custom node type? | Click here |
| Why do I need a ANYTASK or ALLTASK parent step when creating a TASKFIELD step in Rules Engine? | Click here |
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