Rules

Create rules to automatically perform actions such as assigning cases or sending emails when certain events occur.

The rules module in Jadu Connect provides a flexible way of automating actions based on triggers within a case. Rules are configured per case type. Rules are built through a low-code ‘IF_THIS_THEN_THAT’ interface.

There are four basic types of rule:

• Case assignment
• Case transition
• Date driven rules
• Case changes (e.g. from an integration)

Examples of some common rules (that could be combined into a single rule with multiple actions) could be:

• Setting an SLA for a case
• Sending an email
• Assigning a case
• Transitioning a case
• Populating a field with a value
• Setting a case date
• Triggering an interaction with an external system via an integration