Rule Management Solution is a CRM++ Solution Offering
- I should be able to define any complex condition on basis of all objects that are exposed as part of OD workflows outside OD
- On basis of the above condition, the action can be
- Triggering an email with email templates filled with dynamic information
- Creating an activity / appointment with required information
- Updating a field value
- Calling any custom method that we implement for the customer
- As part of every time based workflow, I require a facility to specify @ what time this workflow is configured to run (Something similar to windows scheduler)
- Should be able to specify a query criteria to filter the subset of data on which the workflow has to executed
- The rules should be executed only @ the specified time interval in the workflow definition
- I can define as many rules as I want
- I can activate / de-activate rules
- There should be only single program (engine) which manages this
- Users should be able to use one user interface to setup the complete workflow
- Ideally there should not be any updates back to OD unless the action is update field in OD
Some Screen Shots below
