Rules
Introduction
Rules enable you to automate the distribution of forms effectively. Essentially, a rule consists of a combination of a 'User Group' and an 'Actions,' linked by a 'Trigger.' Each rule can currently be defined with 2 actions and a trigger. In UpRaise, you can create multiple rules to schedule the distribution of the same or different form templates to various user groups.
Columns on the Rules tab
Trigger - The Icon in the Trigger column shows whether the trigger is ‘Manual' or ‘Scheduled at interval’
In the above image, the trigger of the first rule is 'Manual', and the second rule’s trigger is 'Schedule at an interval'. The latter one gets executed automatically at a set schedule.
Name - Name of the Rule
Enabled - This shows whether the rule is enabled or disabled. If disabled, automation will stop.
Create Rule
Rule
Step -1
Click on 'Create' (Refer to the above image)
On the 'Create Rule' page, add below fields
Name - Rule name
Enabled/Disabled - (toggle the relevant option)
Step -2
There are two types of triggers available at the moment
Manual - If you want to manually run the rule
Scheduled at interval - Form distribution can be automated at a scheduled interval. Below are the fields for the schedule at interval trigger.
Frequency - Select the frequency of the form distribution.
Monthly - This will distribute the form every month based on the below settings
Run every - Specify the number of month/s the form should be distributed. Eg. 1 for distributing form every month.
Weekly
Daily
Start date, Time, and Time Zone - Select the start date, time to start the automation from. The timezone remains the default to what timezone you have selected in UpRaise Date & Time settings.
Until - Define the number of occurrences of the form distribution.
Check Rules | Step 3 in above section for notification-related fields that are the same as Manual trigger settings.
Step -3
Notify on success/failure - Use this setting to ensure relevant users are informed about the success/failure of the rule. Choose one of the below relevant options
Notify only when rule fails to execute
Notify for every rule execution
Do not notify
Select users - Select relevant users so they can be notified of the success/failure of the rule.
Click on Save & Next.
Action 1 - Select users
Once the rule is saved, add the action that is Select users. This action defines to whom this form will be distributed. You can select the relevant segments to select an accurate group of users & Save.
Action 2 - Distribute the form
This is another action you can add to distribute the form template. Below are the fields in this action -
Action name - Add the Action name for internal record purposes
Select the Form - Select the Form template that you want to distribute
Select user segment for primary users (Team member) - This shows the segment you have selected in the Select users action in the previous step explained above
Form end date - Define the end date of the form distribution to ensure users respond to the form within the given timelines.
Click on save.
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