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Rules Engine Tool What is the Rules Engine? Alert Proactive - PowerPoint PPT Presentation

Rules Engine Tool What is the Rules Engine? Alert Proactive Reaction Business Rules Actions Features A Tool that will Allow You to Create Business Rules in Synergy Enterprise Cards & Workflow Requests Rules are Proactive, Not


  1. Rules Engine Tool

  2. What is the Rules Engine? Alert Proactive Reaction Business Rules Actions

  3. Features � A Tool that will Allow You to Create Business Rules in Synergy Enterprise Cards & Workflow Requests � Rules are Proactive, Not Reactive when using an Event Manager Product � Rules are Enforced Before Saving a Card or Workflow Request, Not Afterwards

  4. Features This Tool will allow Message Actions such as: � Error Message - Display an error message when an invalid action is attempted � Warning Message - Display a warning message when an invalid action is attempted � Access Denied - Limit access to Synergy screens or functionality � Note - Display a message (with logic)when Card or Request is opened

  5. Features This Tool will allow Actions using Synergy Entities (Over 250 available in Synergy) which can: � Create � Update � Delete � Scripting - Option to add javascript to the standard pages

  6. Rules � Simple formulas which check one set of criteria � Full set of Rules which are linked together via a Parent - Child Structure

  7. Parent – Child Relationship

  8. Skill Set to Use this Tool � Knowledge of Synergy / including Tables and Fields � Familiarity with Building / Modifying SQL Commands � Understanding of the Business Process that you are Enhancing through the Use of the Rules Engine � Product Specific Training on Rules Engine

  9. FAQ’s � Installation / training / enhancements & on-going support covered by annual maintenance � Maintenance plan is required for tool to be used � Enabling Add-On Role required on Synergy license for resources � Works with all Synergy Enterprise sites and ERP system data

  10. Contact Us Please contact us to schedule a demo or receive additional information on our tools Dave Kloepfer Sales Manager SynergyExpert.com dkloepfer@synergyexpert.com 847-956-6500 (Office) 847-867-4401 (Cell)

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