Working With Schedule Rules

Schedule rules apply to all tasks in the schedule and thus apply rules to groups of tasks. Rules configured in the Schedule dialog box are copied to new schedule tasks.

Available schedule rules:

• Auto Approve Task: Automatically completes specified approvals only if specified conditions have been met.

  Example of conditions that could apply to this rule include: Attributes have specified values (including calculated attributes).

  When conditions are satisfied, the specified approver levels are marked complete, and workflow progresses to the next approval level, or closes if no additional approval levels exist.

• Auto Submit Task: Automatically submits a task if specified conditions are met.

  When conditions are satisfied, the Assignee role is marked complete, and workflow progresses to the first Approval level, or closes if no Approval levels exist.

• Prevent Task Approval: Prevents approval of a task based on attribute values, or other characteristics.
• Prevent Task Submission: Prevents submission of a task based on attribute values, or other characteristics.
• Prevent Task Rejection: Prevents rejection of a task based on attribute values, or other characteristics. This rule runs when the Assignee clicks Submit.
• Send Email on Update: Runs based on user actions on the task. Hence, you must set the conditions for the rule appropriately. The most common condition is to have a condition with the Status attribute or the Status Detailed attribute:
  • Status attribute: The only valid value that you can select is Closed. Pending, Open, and Error are all statuses that result from automated actions on the task.
  • Status Detailed attribute: The valid statuses are with the approver.

To view schedule rules:

1. On the Home page, click Application, and then click Task Manager.
2. Click the Schedules tab on the left.
3. Double-click a schedule.
4. Select the Rules tab. You can view the following information:

   • Order: The order of precedence

   • Rule: The name of the rule

   • Conditions: The choice of what conditions must exist before running the rule

5. To edit a rule, on the Rules tab, click Edit and update:

   • Rule: Select a rule.

   • Description: Optional. Explain why you configured the rule and how it should be used. You can enter a maximum of 255 characters.

   • Approver Level: Select the rule for all levels or select the Approver levels.

   • Select Create Filter and populate the conditions section, or select Use Saved Filter, and then select a filter. The filter selected and configured for the rule determines the conditions that triggers the rule to apply.

   • Conditions:

     • Use Saved Filter: The Condition section displays a read-only version of the conditions associated with the saved filter.

     • Create Filter: The Condition section is enabled.

       Conjunction, Source, Attribute, Operator, and Value behave as they do for the existing advanced filter feature.

   • For Filter Task, specify the task for which the conditions should be selected:

     • Current Task
     • Any Predecessor
     • Specific Task (provide the Task ID)

   Note:

   When you make changes to a rule definition, the additional information is added to the audit log. You can view the changes both in the History tab as well as the Audit Report.
6. Enter schedule information on the schedule tabs:

   • Setting Schedule Properties

   • Adding Instructions to Schedules

   • Assigning Schedule Viewers

   • Applying Schedule Attributes

   • Adding Day Labels

   • Viewing Schedule History