Configure Criteria for Journeys and Tasks Using Redwood Rule Builder

You can use the Redwood Rule Builder in the Redwood journeys setup pages to configure various criteria for journeys and tasks.

You can use the Rule Builder when you do these activities:

• Configure events in a journey template.
• Create a contextual journey template.
• Create a survey journey template.
• Configure an application task that supports completion criteria.
• Configure an embedded application task that supports completion criteria.

These are some use cases on how you can use the Rule Builder:

Configure Rule to Trigger Journey Based on Event

You can configure the rule to automatically trigger a journey when an employee submits a maternity leave request. To do this, follow these steps:

1. Navigate to the journey where you want to configure the event. On the Advanced tab, click Add in the Configure Events section.
2. Select the Absence Entries event.
3. In the Rule Builder panel drawer, add two groups and configure these conditions in each group by using the attribute, operator, and operand value:
   1. Absence Type is Maternity Leave
   2. Absence Status is Submitted

   Connect these two groups by using the group connector (All operator). The rule is evaluated only when both these conditions are satisfied.

Configure Rule to Trigger Contextual Journey

You can configure the rule to automatically trigger a contextual journey when a user initiates a transfer for a worker in US_ATL location or Direct Sales US department. To do this, follow these steps:

1. Navigate to the journey where you want to configure the rule. On the Advanced tab, click Add in the Configure Criteria section.
2. Create a group and add these conditions in the group:
   1. Location is US_ATL
   2. Department is Direct Sales US

   Connect these two conditions by using the expression connector (Any operator). The rule is evaluated only when either of these conditions is satisfied.

Configure Rule to Evaluate Population for Survey Journey

You can configure the rule to select workers in the Vision Corporation legal employer and Vision ADB business unit. To do this, follow these steps:

1. Navigate to the journey where you want to configure the rule. On the Advanced tab, click Add in the Configure Criteria section.
2. Create a group and add this condition in the group:
   1. Legal Employer is Vision Corporation
3. Add a subgroup in the created group and add this condition in the subgroup:
   1. Business Unit is Vision ADB

   Connect the group and its subgroup by using the group connector (All operator). The rule is evaluated only when both these conditions are satisfied.

Configure Rule to Determine Application Task Completion

You can configure the completion criteria to validate that users in the Vision Corporation legal employer have provided a home address before marking their journey task as complete. To do this, follow these steps:

1. Navigate to the journey where you want to configure the rule. On the Overview tab > Tasks section, click the Edit icon for the application task where you want to configure the completion criteria. Click Add in the Completion Criteria section.
2. Select the Address business object attribute and the criteria you want to configure for the application task.
3. Create a group for the person criterion and add this condition in the group: Legal Employer is Vision Corporation.
4. Create a group for the object criterion and add this condition in the group: Address Type is Home Address. Connect the groups in both criteria by using the group connector (All operator). The rule is evaluated only when both the conditions are satisfied.

Points to Consider

• You can add only one subgroup in a group when using Redwood Rule Builder.
• You need to ensure that the case of the attribute value configured in the rule matches that of the data in the application.